178
2,300
600,000
About the Company
Financial advice is the foundation stone of our entire Group, on which everything else is built. The history of Partners began in 2007, when Radim Lukeš and Petr Borkovec left a competitor and founded their own financial advisory company.
Their departure from lucrative positions and step into the unknown was driven by the desire to show that quality financial consulting was a great service with a huge added value for every client. We want to offer our clients a perfect financial service, starting with a thorough analysis of their needs and liabilities, followed by a tailored offer of suitable products.
We want to provide advisers with great tools to meet their financial plan and provide excellent services. We emphasise independence of our advisers. And although we have products from all our sister companies in our portfolio, the adviser always selects a tailor-made product for the client from the entire market. As they receive equal commissions for all products, they are not motivated to favour any specific brand. We give advisers freedom and clients what is best for them.
We are the largest independent financial advisory firm in the Czech Republic, managed by nine partners.
We offer comprehensive financial services provided by more than 50 product partners through more than 2 000 professionally trained advisers.
We believe in lifelong partnerships between clients and advisers. When done well, financial advice helps clients live richer and freer lives.
Our unique Partners App is available to our more than 600 000 clients to manage their entire financial world from their mobile phones.
Partners App
Since 2023, our clients have had the unique opportunity to manage all their finances within a single app on their mobile phones.
All their contracts, investments, insurance policies and, where applicable, bank accounts they have arranged through our advisers are available to them in the app. They can also add any other contracts or bank accounts from other companies.
Accounts, investments, mortgages, insurance... with us or elsewhere, all in a single app. Easy, well unambiguous and secure.
Financial Literacy
One of the important aspects of our philosophy is non-profit educational activities in the field of finance.
Under the umbrella of the Partners Financial Literacy Project, our advisers provide training in their spare time and on a no-fee basis in schools, prisons, interest groups, senior homes, simply anywhere where people are interested in understanding more about money, learning how to avoid getting into debt or saving for a home. Simply speaking how to become generally self-sufficient and confident in making financial decisions.
More about the Partners Financial Literacy project
Financial Indicators
| 2023 | 2022 | |
| Partners Group Share | 100 % | 100 % |
| Revenue from commissions and other services (CZK million) | 2,321.1 | 2,219.0 |
| Profit after tax (CZK million) | 183.0 | 138.6 |
| Equity (CZK million) | 302.0 | 239.3 |
The data is based on the consolidated financial statements prepared in accordance with the Czech accounting regulations.
He graduated in mathematical informatics at the Faculty of Informatics, Masaryk University. He has been in finance for about two decades and was one of the founding members of Partners.
As COO since 2010, his primary focus has been smoothly running processes across the company, innovations of technical process solutions and functional interconnections of the processes with added value to the business.
She graduated from the College of Economics and completed a course in journalism at the Faculty of Social Science, Charles University. She also studied in France and the USA and holds an EBA degree from the University of Lyon. She joined Partners in 2009 as Director of PR and Marketing and subsequently took the position of Director of Client Services.
She also holds an important position in the management of Partners Bank, a.s. Her goal is a state where all Partners clients have information helping them gain financial confidence, independence and control over their money.
He gained his knowledge at the Faculty of Economics and Administration, Masaryk University in Brno. In 2010, he started his career in banking. He is currently the Chief Commercial Officer and Vice-Chairman of the Board of Directors of the Partners Financial Group with responsibility for its domestic and international business activities. He is also responsible for the management of the Partners franchise project.
