BWM - Broker Wealth Management

MONECO investiční společnost, a. s.

About this app

With the BWM mobile app, you have your investments at your fingertips anytime, anywhere. New investments, control of the development of the existing portfolio or a change of strategy? You can do all this in a few clicks on your mobile phone.

You can invest once or regularly, starting from CZK 1,000 per month.
Based on the completed investment questionnaire, BWM will evaluate your risk profile and propose precisely tailored investment options. Clients can choose from a range of model portfolios with regard to their own risk profile, build their own investment strategy and/or invest in pre-prepared thematic portfolios, which can also be adjusted according to their preferences.

About BWM
The BWM investment platform was developed by specialists from MONECO investment company a.s. and from Broker Consulting a.s. As part of our investment philosophy, we apply a passive investment approach using indices and, where effective, selected funds. At the same time, we maintain a maximum professional approach and professional care. This method of investing helps to achieve better appreciation in the long term than classic active management.

With BWM, every investor has the opportunity to build their assets and value their funds in a smart, safe, high-quality and efficient way.
Advantages of BWM
• establishment of an unlimited number of portfolios or strategies as needed
• easy creation and setting of a portfolio according to one's own preferences
• convenient entry of deposit or withdrawal
• a detailed description of each ETF or fund in the given portfolio
• investing in a wide range of ETFs and funds around the world
• for experienced investors, the possibility of negotiating a unique investment strategy
• support in the Czech language
• help always at hand: easy contact with a consultant from Broker Consulting directly in the mobile application