BWM - Broker Wealth Management

MONECO investiční společnost, a. s.

Mayelana nalolu hlelo lokusebenza

Ngohlelo lokusebenza lweselula lwe-BWM, unokutshalwa kwezimali kwakho kutholakale kalula noma nini, noma kuphi. Ukutshalwa kwezimali okusha, ukulawulwa kokuthuthukiswa kwephothifoliyo ekhona noma ukuguqulwa kwamasu? Ungakwenza konke lokhu ngokuchofoza okumbalwa kumakhalekhukhwini wakho.

Ungatshala kanye noma njalo, kusukela ku-CZK 1,000 ngenyanga.
Ngokusekelwe kuhlu lwemibuzo lokutshalwa kwezimali olugcwalisiwe, i-BWM izohlola iphrofayela yakho yobungozi bese iphakamisa izinketho zokutshala eziklanyelwe ngokunembile. Amaklayenti angakhetha ohlwini lwamamodeli amaphothifoliyo ngokuphathelene nephrofayili yawo yobungozi, azakhele isu lawo lokutshala imali kanye/noma atshale imali kumaphothifoliyo anezihloko ezilungiselelwe kusengaphambili, nawo angalungiswa kuye ngokuthanda kwawo.

Mayelana ne-BWM
Inkundla yokutshalwa kwezimali yakwa-BWM yathuthukiswa ngochwepheshe benkampani yokutshala imali yakwa-MONECO a.s. kanye ne-Broker Consulting a.s. Njengengxenye yefilosofi yethu yokutshala izimali, sisebenzisa indlela yokutshala imali engenzi lutho sisebenzisa izinkomba, futhi lapho kusebenza kahle, izimali ezikhethiwe. Ngesikhathi esifanayo, sigcina indlela ephezulu yobuchwepheshe nokunakekelwa kochwepheshe. Le ndlela yokutshala imali isiza ukuzuza ukwazisa okungcono esikhathini eside kunokuphatha okusebenzayo kwakudala.

Nge-BWM, bonke abatshalizimali banethuba lokwakha izimpahla zabo futhi bazise izimali zabo ngendlela ehlakaniphile, ephephile, yekhwalithi ephezulu nephumelelayo.
Izinzuzo ze-BWM
• ukusungulwa kwenani elingenamkhawulo lamaphothifoliyo noma amasu njengoba kudingeka
• ukudalwa kalula kanye nokubeka iphothifoliyo ngokuvumelana okuthandwa ngumuntu siqu
• ukungena kalula kwediphozi noma ukuhoxiswa
• incazelo enemininingwane ye-ETF ngayinye noma isikhwama sephothifoliyo esinikeziwe
• ukutshala imali ezinhlobonhlobo zama-ETF nezimali emhlabeni jikelele
• kubatshalizimali abanolwazi, ithuba lokuxoxisana ngesu eliyingqayizivele lokutshala izimali
• ukwesekwa ngolimi lwesiCzech
• usizo oluhlale luseduze: ukuthintana kalula nomeluleki ovela ku-Broker Consulting ngqo kuhlelo lokusebenza lweselula