Asset Management




WOOD & Company offers asset management services for institutional clients and high net worth individuals. Our product range includes discretionary asset management, funds for qualified investors, alternative investments and selected third-party investment products.

Within the WOOD & Company Group, there are two investment companies that manage mutual funds:

  1. WOOD & Company investiční společnost, a.s. (former Credit Suisse Asset Management) investiční společnost a.s., acquired by WOOD & Company in 2009) - the investment company is governed by the laws of the Czech Republic and regulated by the Czech National Bank. Its website is www.woodis.cz.
  2. WOOD & Company Funds SICAV p.l.c. - the investment company is registered in Malta and regulated by the Malta Financial Services Authority. The company was founded in 2006.

The co-existence of two different investment companies allows us to offer higher flexibility and diversity in terms of investment products.

 


Asset Management Team

Jaroslav Krabec, CFA
Chief Investment Officer

Jaroslav has been working in the financial markets since 1994. He joined WOOD&Co. as Chief Investment Officer in the Asset Management department in 2008, bringing his experience from ING Investment Management (Czech Republic) and ING DSS (Slovakia) where he was a member of the board and Head of the Investment Banking division. Jaroslav has been the Chairman of the Board at WOOD&Co. Investiční společnost, a.s. since the takeover of Credit Suisse Asset Management, Inc. by WOOD&Co in November 2009.

 


Tomáš Švadlenka *
Head of Portfolio Administration

Tomáš joined WOOD&Co. in 2009 from Credit Suisse Asset Management, where he had been Head of Portfolio Administration since 1998. Prior to that, Tomas worked at the Capital investment company from 1994-98.

 


Petr Beneš *
Sales Director

Petr joined WOOD&Co. in 2014 as Sales Director. Previously, he held the positions of CEO at CSOB pension funds and Sales Director at the CSOB insurance company.

 


Jaromír Kaska
Portfolio Manager

Jaromír joined WOOD&Co. in March 2012 from Allianz, where he was junior analyst for insurance products. Jaromír graduated in Banking and Insurance from the University of Economics, Prague, in 2012.


Ondřej Petrov *
Junior Investment Specialist

Ondřej joined WOOD&Co. in September 2015 from Societe Generale Equipment Finance, where he was a reporting specialist from 2010-15 (both part-time work experience during his studies, which led to a full-time position), focusing on sales and profitability.


David Matoušek
Sales Manager

David joined Wood & Co. in March 2017 as a Sales Manager. He was previously at Raiffeisen, and prior to that was at Citibank, where he was branch manager and Citigold Executive. He has more than 12 years of experience within the finance industry.


Filip Kejla
Investment Strategist

Filip focuses on investment strategy, alternative investment and corporate finance management. He specialises in managing assets for affluent clients. Filip’s responsibilities include searching for new M&A, business development and investment opportunities. As one of our stock brokers for six years, he was involved in the development of client services for domestic and foreign banks, funds, securities dealers and investment companies. Filip has a wealth of experience in banking and financial institutions, focusing on sales, products and key account management.


* at WOOD & Company investiční společnost, a.s.