Bagi Zoltán több, mint 15 éve dolgozik a pénzügyi szektorban  privát banki területen. Karrierje során értékes tapasztalatokat szerzett a CitiBank CitiGold, a Budapest Bank Money+ és a Raiffeisen Bank privátbanki részlegein, ahol számos elégedett ügyféllel dolgozott együtt.Számára az ügyfelekkel való közvetlen kapcsolattartás és a szakmai portfóliók allokálása kiemelt fontosságú. Hiszi, hogy a hosszú távú együttműködés kulcsa a bizalom, a szakértelem és a személyre szabott tanácsadás. Ezért minden egyes ügyfele számára egyedi pénzügyi stratégiákat alakít ki, figyelembe véve az egyéni célokat és igényeket.Pénzügy-számviteli végzettséggel rendelkezik, valamint sikeresen teljesítette a VAP és az MNB vizsgákat is, amelyek biztosítják szakmai felkészültségét és naprakész tudását a pénzügyi világban. Munkája során mindig arra törekszik, hogy szakmai portfólió allokációval, befektetési tanácsadással és pénzügyi tervezéssel ügyfelei számára a lehető legjobb megoldásokat kínálja, és segítséget nyújtson pénzügyi céljaik elérésében.

Brigitta Bálint has more than ten years of experience in marketing communications. In her work she has become an expert in online and offline communication, national and international communication campaigns. During her career, she has been involved in the strategic marketing planning of county capitals and companies, as well as in the management of advertising spots, ATL and social media campaigns, application development project management and print production. Brigitta measures her success not just in metrics, but in company results and outstanding customer experience.

Ádám is a private banker for more than 10 years now, he has gained his experience in the investment market. He feels comfortable in the world of structured products, investment funds, and all kinds of bonds. He tries to build mutual trust with his clients by maintaining active communication and giving up-to-date information to them. In addition to the individual investment needs, the safe and predictable yield of the portfolios is also important to him, he always gives advice regarding these facts.

Deák Krisztián tizenhárom éve dolgozik pénzügyi tanácsadóként – ebből több mint három évet Magyarország egyik piacvezető bankjánál töltött, biztos alapokon nyugvó befeketetési és hitelezési tudását pedig később magánvállalkozóként is kamatoztatta. Széles körű gyakorlati tapasztalata magabiztos elméleti tudással párosul, amelyet folyamatos önképzéssel tart frissen, hogy naprakész tudással segíthesse ügyfeleit. Krisztián számára a legfontosabb értékek a becsületesség, a kitartás és a kreativitás, amelyek munkája során is prioritást élveznek. Szabadidejében kertészkedik és sokat sportol: kedvenc elfoglaltságai a síelés, a túrázás, az evezés és a testépítés.

Péter has more than 10 years of extensive experience in the financial sector. As an active actor, he has already made numerous significant regional and national achievements in the field of financing, insurance, and investing. Setting teams up and motivating them are important moments in his career and also in his companies. He would like to create a group of companies and he believes in a long-term cooperation. He has experience in financial product development and market uptake. The world of investments attracts him for a long time, he has extensive national and international experience.

The world of capital markets and investing is a part of Pál's life for more than 10 years now. He has comprehensive experience in the field of trading government bonds, FX, stocks, ETFs. He also gained experience by engineering and managing key account portfolios, organizing customer events, and training. He could utilize this knowledge to manage a sales network. Moreover, his tasks were also to implement and maintain trading facilities and to create the strategy.

Szabolcs acts as a sales executive in the financial markets for more than 10 years, he also worked as a chief premium and private banker. He has experience in engineering and managing customer portfolios, organizing customer events and training, and professional forum. He is a farmer type: he is sensitive to generate system-oriented, rational risk-managed, balanced profit, based on predictability. 

He feels comfortable both talking about stocks and FX markets but he also likes to trade commodities and bonds as well. He searches for solutions, not problems; he likes to get things done, not to complicate them; he searches for opportunities, not excuses.

Kertész József több, mint 25 éve dolgozik pénzügyi területen. Tanár-közgazdász végzettségével nem csak a befektetési területen szerzett értékes tapasztalatokat piacvezető pénzintézeteknél, de az ehhez kapcsolódó ismeretek oktatásában, és ügyfelei edukációjában is jelentős szerepet vállalt. A legfontosabb értéknek a folyamatos és őszinte ügyfélkapcsolatot tartja, ezért is egyik feladata a társaság partnereivel való kapcsolattartás, és az ügyféltalálkozók szervezése, és lebonyolítása.
Munkája mellett “műkedvelő borrajongó”, és ezen belül is magyar borok szerelmese.

Mónika Kiss has more than 20 years of experience as an analyst and fund manager and she strengthens our workshop as a Senior Strategic Consultant. Neither is a problem for her whether the question comes from the world of mutual funds, stocks, corporate or government bonds, nor whether the market is international or domestic. The customer-driven approach has always been accompanied by the implementation of active asset management interests and strategic thinking in her well-established professional background in the Czech Republic and Hungary. If it's necessary, she can also read about the information in English, German, Czech or Russian. In addition to long-term portfolio building, she also provides professional support in our short-term decisions based on her foreign exchange trading and asset management practices. 

Kobza Péter friss diplomásként nemrég fejezte be az alapképzését, illetve el is kezdte a mestertanulmányait. Befektetési tanácsadóként fő feladatának tartja az ügyfelek pénzügyi céljainak eléréséhez szükséges stratégiák kidolgozását és megvalósítását. Fiatal pályakezdőként motivált, hogy a legjobb tanácsokat és szolgáltatásokat nyújtsa az ügyfeleknek, valamint szenvedélyesen érdekli a pénzügyi piacok világa. Elkötelezett a folyamatos tanulás és fejlődés iránt, hogy mindig naprakész legyen a legújabb trendekkel és lehetőségekkel.

László has more than 10 years of domestic and international investment market experience. His specialties are the investment funds, ETFs, stocks, certificates, state, and corporate bonds, cryptocurrencies. He uses this knowledge to serve professionally the investment needs of his clients. He has an extensive perspective connected to the market, based on his more than 7 years of experience as a leader. He speaks both English and German fluently and he has both economic and law degrees.

Dávid has been working in the capital market area since 2006 as a private banker and investment advisor, stock exchange broker, and FX trader. He had the opportunity to study the whole investment market accurately, to gain experience about the different asset classes continuously. He is a jurist, he also passed the Stock (Commodities) Exchange qualification exams in 2009. He won a one-year-long investment competition, organized by Profit magazine, so he deserved the title „Investor of the year” in 2013. He completed a jurist-economist course, organized by the Corvinus University of Budapest in 2018. He has been an active participant and advisor of the widespread capital market and economic communication activity of Economic radio since 2013. Thanks to the past 15 years, he became a studied, critically-minded and all-round professional, who watches the challenges of the markets with humility and helps his clients in the labyrinths of investments with active risk management.

István Lóth has been working in the capital markets since 1998. He began his career as a stockbroker then he worked as a private banker for about 20 years. In addition to his degree in economics, he also holds qualifications like Asset-, Fund and Portfolio Management, Qualified Investment Advisor and European Financial Advisor organized by the International Training Center for Bankers. In addition to the world of government bonds, investment funds, shares and ETFs he is also particularly at ease with the US options markets. In addition to his advisory activities, he has gained long-term experience as an individual investor. He develops quantitative trading systems and he strives for continuous innovation as the markets are also constantly changing. In his opinion, the basis of a long-term customer relationship is not only professional knowledge but reliability is also very important.

As an economist, Péter has more than 10 years of extensive experience in the financial sector. 

Besides trading FX, stocks, and other instruments, he also has experience working out automatized trading systems and software development. He also has experience in financial analysis, preparing the annual report, developing hedge purposed risk management techniques. According to Peter, mapping and managing risk in the world of investments is as important as doing this in a company. 

László has more than 10 years of extensive experience in the private banking sector now, the most important factor for him is the satisfaction of his clients. He is proud and also pleased that he can enhance customer satisfaction at different levels of risk of portfolios. In his daily work, he supports the investment decisions of his clients. He enriches the portfolios of clients with sovereign debt, stocks, FX, investment funds, forward, and options. Consequently, not just long term solutions but also short term transactions are close to his heart.

Gerda Turi spent the last few years at a multinational company where she could gain the following skills: integrated perspective, workshop discipline, principles of successful teamwork, and compliance. These skills and experience are come in handy not just in her professional life but they are also useful concerning her active sports life. With her excellent communication skills, she always finds the common voice with our clients so she will gladly guide you in our office in Budapest and she also takes care of the uninterrupted and comfortable negotiations.