20 years
20 YEARS OF EXPERTISE IN FUNDS
Investment funds are our forte. Since 2004, we have been selecting the best funds from around the world.
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We create enduring investments for those who see beyond the next quarter.
For those who prefer data over impressions and specialists over speculators.
For those who have achieved a lot, but know that the best is yet to come.
Welcome to NWD.
20 years
Investment funds are our forte. Since 2004, we have been selecting the best funds from around the world.
70,000
We have access to any investment fund on the planet, we monitor 70,000 of them, from which we select the best ones.
CNB
We are among the few in the Czech market authorized to establish, administer, and manage funds for qualified investors and to provide investment advisory services.
5 / 4
We have developed 5 strategies that we realize through funds for qualified investors. We cover all the basic asset classes across 4 continents.
CEO
Investment strategy
Portfolio management
Štěpán is responsible for the management and development of the NWD,
participates in the development of investment strategy, investment
decision-making, the establishment of new QIFs and takes care of the most
important clients. He started his career in 1994 at Agricultural Bank of Prague
as a securities trading specialist. In the following years he worked for Česká
spořitelna (Erste Group) and Czech Consolidation Bank in the interbank markets
forbonds, currency instruments and foreign exchange. In 2000, he was at the
birth of the CitiGold Wealth Management project in the Czech branch of Citibank
in the private banking division, and later he was also responsible for the
investment products segment. Štěpán holds a brokerage license from Czech
National Bank, including for derivatives, is a member of the Board of Directors
of the Capital Market Association and a judge of the Financial Academy of the
Golden Crown. He graduated from the Faculty of Economic Studies of the
University of Economics and Finance and from the MBA program specializing in
financial management.
Supervisory Board member
Administration
Reporting
Tomáš has been working in NWD for 14 years. He manages the administration
department and is responsible for securities registration, maintaining the list
of securities owners, issuing and redeeming securities, calculating NAV,
portfolio administration, client management, implementation of investment
strategy and communication with external entities (brokerages, AIFMs,
depositaries, auditors). He joined NWD from Komerční banka (SocGen group),
where he was an investment specialist looking after major clients and educating
bank advisors on fund investment. He has been in financial services since 2004.
Board of Directors member
Legal and compliance
Jana graduated from the Faculty of Law at the Charles University. After
graduation she studied for a year at Manhattanville College in New York state.
She then worked as a law clerk at the law firm Kříž Bělina and then at the
law firm KŠD Šťovíček as an attorney at law. In her law practice, she
focused on commercial and transactional law, participated in legal audits of
major Czech and Slovak companies, and conducted tender procedures in the field
of public procurement for state institutions. Subsequently, she provided legal
services as an independent attorney within the healthcare group B. Braun in the
Czech and Slovak Republics and acted as a bankruptcy trustee in Slovakia. Since
2013 she has been providing legal services to the NWD group. She is involved in
drafting of legal regulations, AML issues, establishment of funds, preparation
of contractual relations, etc.
Risk management
Financial modeling
Ota graduated in mathematical engineering at the Faculty of Mathematical
Engineering of the Czech Technical University. He completed his postgraduate
studies at the Institute of Physics of the Czechoslovak Academy of Sciences,
where he was involved in the thermonuclear fusion programme within the
theoretical department. In the 1990s, he moved to the financial sector and
gradually added extensive knowledge in economics, investments and financial
theory. In 1994, he attended a series of training courses and seminars on
options and other derivatives in Chicago. During his long career, he has held
positions as a broker on the Prague Stock Exchange, financial market analyst and
risk manager, among others. His longest tenure was at the Commerzbank Group,
where he developed the methodology for measuring and reporting market risk, and
later at Česká spořitelna (Erste Group), where he dealt with credit risk. He
holds a brokerage license including derivatives trading. At NWD, he heads the
risk management department, where he plays a key role in modelling and analysing
the market risk of funds managed by the investment company. He also uses his
experience in analytical support to the investment process, regularly attending
Investment Committee meetings.