BUILDING THE MOST INNOVATIVE EUROPEAN FINANCIAL GROUP PBFG

Companies in PBFG

Financial advisory

Most technologically advanced financial advisory.

1,900+ advisors

AUA 1,200 mil EUR

Growth of 45% last year

Offering complex financial service, covering every financial need through professional, trained advisors, supported by advanced IT systems
Car, property or life insurance, mortgages, loans, even investments and pension plans, everything is covered through Partners
The true life-time partner for personal finances of every customer
Products chosen are always the best for the client as we partner with all of the major players on the market

Asset management

Fastest time to market funds development.

9 funds

AUM 323 mil EUR

Growth of 38.5% last year

Highly active management of funds, flexibly adapting to any and all market conditions
Accessible to all clients with minimal investment from €20, while also providing enticing options for affluent clients
Does not charge an entry fee to clients, yet pays out entry fees to advisors for every client brought, on top of a share from the management fee

Insurance

Tailored and fully digital life insurance.

2 countries + 2 in development

White label solutions

GWP growth of 65% last year

Core values of client friendliness and transparency reflected in single page contracts and minimum of insurance exclusions
Covers all of the major risks, illnesses, accidents and life, to be there for clients when it matters
Unique internally developed core insurance system – 100% paperless, fully digital processes (From onboarding to changes and even claims)
Backed by one of the biggest reinsurers on the market SwissRe

Private pension

Black Rock backed solution for secure old-age pension.

1 year on the market

3 funds

AUM 84 mil EUR

Unique value proposition for clients, even for a highly regulated product like pension funds
Varied risk strategies with attractive returns of up to 8% p.a.
Fastest growing pension fund in number of clients in the Czech Republic, outperforming all competitors by 300%
Lower costs of managing funds and more investment options thanks to cooperation with BlackRock

Real estate

Investments in commercial offices and retail parks.

Performance 6% p.a.

AUM 180 mil EUR

20 mil EUR p.a. rent income

Creating a diversified portfolio of buildings that offers both stability and attractive profits
Finding the most attractive real estate all across the Central Europe
Brings the possibility of investment into a large real estate fund to the smallest of investors

Franchising

Scalable, ready-to-use concept for fast franchise building.

190 franchises

21.6 mil EUR turnover

Growth of 42% last year

Exponentially growing network of financial advisory branches
The physical location to visit for all our digital services and products
After the opening of the Partners Bank, the franchise will be transformed to a unique bank branch

Technology

Fast and flexible backend and frontend development.

19 years

Web & Mobile apps

Multiple Core systems developed

Assisting PB financial group with constant digital innovation of systems and products
Complementing the strong, innovative IT teams inside the financial group
Additionally, providing services for many major financial institutions

Media

Award winning quality journalism expanding beyond finance.

3 countries

4 printed magazines

3 mil monthly online readers

Provides readers with expert opinion in a timely manner on topics from economics to social issues
Hosting wide variety of comparison tools for finance products to inform customers and generate leads
Focusing on quality journalism, long-reads and providing deeper context to news from both the local and global sphere

Banking

Coming soon with mobile-first, fully digital banking.

Innovative combination of banking and advisory services
Intuitive user experience specifically tailored to every age group
Client’s entire world of finance; be it insurance policies, investments, pension, mortgage or anything else, gathered in a single application

Group in numbers

700 000 + customers

across 3 international markets

53% growth

of yearly revenue

8 divisions

with natural synergies

What makes PBFG special

We are building the perfect financial service

We give ordinary people back control of their financial lives

We are creating successful financial companies based on real customer demand

Where you can find us

We are rapidly growing European financial group, already active in the Czech Republic, Slovakia and Poland, launching in Romania and Germany in 2023 while working to cover entire Europe.