About us
Executive management
Company History
The firm’s origins date back to 2008, but our team members have been working in finance since the early millennium. In 2008, there was a sensation (Belter) when a firm with solid values (Stone) was finally founded, hence Stone & Belter, which has put the client first and started creating services that were previously not found on the market. From the beginning, we saw finance and real estate as connected vessels and this innovative approach was also recognized by many of the better known firms later on. We are not dinosaurs, we are adapting to a new environment, and we are leaders in our industry.
We know that everything in life changes. That’s why we are here for you and always will be. We feel a strong need for you to always have at least one lifelong partner you can trust. We are competent, healthily confident, and humbly accept that we will handle your money and life with you.
In order to provide the highest quality of service to our clients, we have created four sections within the firm with professionals in their respective fields. Thanks to them, our clients have everything under one roof and our advisors are able to serve the client comprehensively.
Personal finance: come and consult with a professional on how to set up your family finances, how to secure a good quality home, save for your children’s education or provide safe future for your retirement.
Private advice: we will put together your portfolio as we would for ourselves. We have a number of former and highly experienced investment bankers working for us. Now we will work for you, not for the bank.
Corporate finance: Do you want to save on fees or other banking and insurance products? Tax optimization? Possibly arrange financing, or advise on how to prepare for a similar situation? We have a CFO who can arrange everything for you.
Real estate: we can help you buy, sell or rent a property. Do you want an investment apartment and don’t want to worry about anything?
The reason we take care of you and your money is not merely for money. We are Stone & Belter.
Personal Finance
Private Consulting
The financial services advertised and offered on this website are provided by Stone & Belter Ltd and the advisers listed here as individuals who are in the field:
- Insurance registered under Act No. 170/2018 as tied agents of an independent insurance intermediary,
- investments and supplementary pension savings pursuant to Act No. 256/2004 Coll. as tied representatives of an investment intermediary,
- consumer credit pursuant to Act No 257/2016 Coll. as tied representatives of an independent consumer credit intermediary.
SAB servis s.r.o., ID No.: 24704008, with a registered office in Prague 1 – Nové Město, Jungmannova 748/30, Postal Code 11000. This fact can be verified in the Czech National Bank’s List of Regulated and Registered Financial Market Entities at http://www.cnb.cz/cnb/jerrs, where you can also find current details of the registration and its scope.