Pro koho je wealth management? 4 typy klientů, se kterými se potkáváme nejčastěji

from Dvořák & Zedník Wealth Management · host Jakub Dvořák, Jan Zedník

Se kterými typy klientů se v praxi potkáváme? Jak vypadá správa majetku pro institucionální investory? Kdo jsou budovatelé a v čem se jejich strategie liší od rentiérů? A co doporučujeme každému, kdo očekávaně i neočekávaně přišel k velkému majetku? Rozebrali jsme v nové epizodě věnované typologii našich klientů. 📖 Obsah epizody (0:00) Kdo jsou naši klienti?(2:50) Jak investují nadace? (7:16) Cesta budovatele(14:54) Rentiéři a jejich pilíře (24:00) Majetek a životní změny ✉️ Zaujal vás wealth management a jeho přínosy?Napište nám na [email protected]. Rádi si s vámi naplánujeme nezávaznou úvodní schůzku. 📺 Všechny epizody můžete sledovat také na našem YouTube:https://www.youtube.com/@dvorakzednik

Episode metadata supplied by the publisher feed · Published Jun 4, 2026

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Pro koho je wealth management? 4 typy klientů, se kterými se potkáváme nejčastěji

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This episode is 33 minutes long.

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This episode was published on June 4, 2026.

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