Jakub Vrbovský

Senior Wealth Adviser

As a Senior Wealth Adviser at ONE FAMILY OFFICE, Jakub focuses on investments as well as the finance and advisory agenda for private clients, drawing on several years of experience at Credit Suisse, a Swiss bank, where he specialised in the banking and investment needs of the most affluent clients in CEE, LATAM and the Middle East.

As part of the investment agenda, and as an investment manager of the broader HAVEL & PARTNERS group, he searches and analytically evaluates investment opportunities in the capital markets, private equity, venture capital, and emerging sectors of the economy, both through direct investments and funds.

The financial agenda includes active cash flow management and optimisation of derivative instruments, complex and simpler forms of acquisition, holding and operational financing at various levels within the structure and through assets.

The advisory activity for private clients is based on his professional experience and knowledge of the Swiss banking system, offering advice on financing, wealth planning and selecting suitable institutions for investing and depositing their funds, and on subsequent active asset management.

Early in his career, Jakub spent several years on the finance teams of several publicly traded financial and tech companies. After studying at the University of Zurich and ETH, he joined Credit Suisse, a Swiss bank, where he focused on investment banking and banking needs for UHNWI. The transactions he has worked on include the IPO of one of the world’s largest oil companies, a $1bn pre-IPO private placement for an Asian AI unicorn, a £500m+ acquisition of a London property.

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