Leading the way in financial investment.

Guided by our visionary commitment to your success, we curate pathways to prosperity. Through innovative insights and unwavering integrity, we wish to redefine investment and lead the journey where fiscal dreams transform into reality.

Stronger together.

In the first half of 2023, we successfully acquired Primorski Skladi, a renowned company based in Koper that specializes in managing investment funds. This strategic move allows us to enhance the company’s extensive expertise in the efficient management of investment funds, which spans over 30 years and has been recognized multiple times through prestigious awards, highlighting the proficiency and experience in managing mutual funds in Slovenia. By combining the strengths and resources of both companies, we aim to provide the highest level of service to our clients and further solidify our position as leaders in the industry. Whether you are an individual investor or a financial institution, we have the knowledge and expertise to help you achieve your investment goals with professionalism and integrity.

Different sub-funds for diverse investors.

Our company manages a portfolio of five sub-funds. Our diverse range caters to risk profiles, investment horizons, and economic conditions. These funds are explicitly designed to accommodate various types of investors and are adaptable to changing market conditions, allowing investors to switch between funds as desired.

Built on expertise and experience.

Our greatest strength lies in the expertise of our highly experienced management professionals, who have an average of 20 years of invaluable experience in fund management. This ensures that your investments are managed profitably and securely, instilling confidence in our ability to generate returns.

Committed to results.

Primorski Skladi is fully committed to achieving the following long-term objectives:

  • Sustainable growth of assets under management.
  • Implementing efficient and professional fund management practices.
  • Maintaining investor confidence and continuously expanding our customer base.
  • Achieve successful business operations and foster the company’s growth.

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Our investments