An experienced team that understands your financial goals
Our experts have built the foundations of the Slovenian personal consulting and financial management market. They combine rich experience from Vzajemci, Equito and other financial institutions with modern approaches and advanced digital tools.
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We invest our knowledge in you, not just in ennobling your assets.
We combine under one roof a long-standing tradition of personal financial advice and digital solutions that enable greater transparency, flexibility and security of your investments. Our goal is clear: as investors, we help you build, preserve and enhance your assets through all stages of life, always with a responsible approach and listening to your wishes and goals.
Integrated asset management
Advanced digital tools + personal support
20+ professionals with 25+ years of experience
Personal approach
Each client is unique, so we do not act according to a pattern, but adapt the solutions to the individual.
Ethics
Financial incentives are never the first criterion in determining the suitability of a product for a customer.
Independence
With a wide range of products, we can focus even more on the individual and thus provide him with the best solution.
We combine a long-standing tradition of personal financial advice and modern digital solutions under one roof. We invest our knowledge in you, not just in ennobling your assets.
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JonatanMars Company we are its employees.
Our team of more than 20 professional consultants, analysts and specialists with more than 25 years of tradition has experience from the companies Vzajemci, Equito and other domestic and foreign institutions.
Our employees have built the foundations of the Slovenian personal consulting and financial management market and today combine rich knowledge with advanced digital tools. We offer the experience, professionalism and personal commitment of a team that understands your goals and knows how to offer the right solution regardless of the scale or type of property.
20+ Expert Advisors
25 years of tradition from domestic and foreign institutions
Personal approach and dedicated team
Uroš Raspet
Uroš Raspet – glavni izvršni direktor in večinski lastnik podjetij VZAJEMCI je strokovnjak za odkrivanje poslovnih priložnosti, obenem pa obvladuje poslovni razvoj in vodenje ekipe. Njegov poslovni uspeh, da je postal največji slovenski ponudnik storitev in produktov na področju osebnih financ, je bil rezultat močno premišljenega in taktičnega poslovanja v obdobju zadnjih 10 let, ki ga zaznamuje vztrajnost, iskanje inovativnih rešitev in drznost.
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Luka Gubo
Luka Gubo je izvršni direktor borznoposredniške družbe Equito. Bogate izkušnje je pridobil kot direktor kapitalskih trgov v podjetju Cryptix, ter upravljavec sklada FT Quant pri Primorskih skladih, nato pa je kot izvršni direktor vodil borznoposredniško družbo Equito. Je avtor več finančnih knjig in raziskovalnih člankov s področja investiranja. Svoje finančno znanje in izkušnje rad deli v živahni interakciji v živo ali na spletu, še posebej na LinkedIn.
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Luka Praper
Luka Praper je finančni direktor borznoposredniške družbe Equito. S svojim znanjem in izkušnjami iz zagonskega okolja in korporativnih financ je odgovoren za finančne procese in finančno poslovanje borznoposredniške družbe. Luka ima večletne izkušnje s področja korporativnih financ, finančnega svetovanja, združitev in prevzemov, prestrukturiranja, skrbnih pregledov in vrednotenj podjetij. Leta 2017 je z nazivom CFA (Chartered Financial Analyst) pridobil poglobljena znanja o finančnih trgih in upravljanju premoženja.
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Rok Gutnik
Rok Gutnik je magistriral s področja kvantitativnih financ na Ekonomski fakulteti v Ljubljani. Rok je strokovnjak na področjih vrednotenja podjetij, finančnega modeliranja, finančnih analiz in upravljanja tveganj. Svoje bogate izkušnje v finančnem sektorju je začel pridobivati pri UniCredit kot asistent finančnega računovodje. Kariero je nadaljeval na položaju asistenta finančnega analitika pri Triglav Skladih, kjer je pridobil poglobljeno razumevanje finančnih analiz in finančnega modeliranja.
