Wealth management
A modern approach to wealth management
We help you choose an investment portfolio aligned with your goals, time horizon, and risk preferences - and then manage it professionally on your behalf.
Choose the right strategy
Investing can help you grow your wealth and build long-term potential. We make sure you do it thoughtfully - with a clear strategy, transparent execution, and regular portfolio monitoring.
25+ years of experience
20.000 clients
Regulated operations in Slovenia and the EU
Who is wealth management for?
We are with you whenever you want to turn your wealth-building goals into carefully selected and professionally managed financial investments.
Who is wealth management for?
We are with you whenever you want to turn your wealth-building goals into carefully selected and professionally managed financial investments.
Individuals
For those who want a structured approach to growing wealth and expect professional portfolio management - not just advice or information.
Families and heirs
When it matters that a portfolio is designed transparently, easy to understand, and sustainable across generations.
Entrepreneurs and business owners
When wealth management needs to connect to the bigger picture: liquidity, timing, and long-term goals.
Individuals and companies with excess capital
When you want to manage surplus capital responsibly and with clear rules, instead of leaving it idle.
Wealth management with a clear strategy
We are your partner when you need a defined direction and long-term wealth management.
Management strategies tailored to you
We do not start with a product - we start with you. In the first consultation, we focus on your goals, time horizon, and risk preferences. This is the foundation for choosing the investment direction that fits you: selecting one of the JonatanMars strategies or designing a fully bespoke path.
A team of experienced wealth managers delivering tailored solutions for private and corporate investors, all in one place.
Smart Beta | Alpha | |
|---|---|---|
What it is | A diversified, cost-efficient portfolio of ETFs. | An actively managed portfolio of carefully selected stocks. |
What it invests in | rimarily ETFs across markets and sectors, including factor ETFs. Before inclusion, we review ETF size, liquidity, and costs. | Individual global equities, including mid- and small-cap companies. |
How it’s managed | We consider factors such as valuation, quality, size, and volatility and adjust the portfolio accordingly. Rebalancing is typically quarterly, and monthly when needed. | We use advanced quantitative models and analysis. The portfolio is updated monthly using algorithms (including machine learning) and is rebalanced more frequently. |
Risk and return | A balanced trade-off between return and risk. Allocation (e.g., stocks/bonds via ETFs) is tailored to the investor’s risk level. | Higher return potential with higher volatility. The strategy is available for higher risk levels (6 and 7). |
Who it’s for | Investors seeking long-term wealth growth in a transparent, cost-efficient way. | Investors who accept higher volatility and seek the potential for above-average long-term returns. |
Bespoke portfolio
When you want an even more personal approach, we design a fully individualized portfolio based on your wealth, goals, and constraints.
We define what matters most to you, how much risk you want to take, and what level of liquidity you need. Then we design and actively manage a solution aligned with your priorities.
What JonatanMars brings you
We provide strategy, professional portfolio management, and regular rebalancing so your investments work in line with your goals.
Portfolio design and management
A professionally built portfolio aligned with your risk profile, with ongoing monitoring and regular rebalancing.
Experienced team and clear accountability
Management is delivered by the regulated firm JonatanMars Invest under ATVP supervision, with a clearly defined process and a team responsible for execution.
Digital tools for monitoring
Portfolio overview, reporting, and key data are available in a clear format. Reporting is regular and easy to understand.
Beyond the portfolio
When appropriate, we connect portfolio management to the broader picture: your goals, liquidity needs, and financial planning.
HOW MANAGEMENT WORKS
Personal
Your portfolio
Strategy
Management
conversation
in the app
selection
and active monitoring
Before selecting investments - and throughout management - our team is available to support your decisions.
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