QI investiční společnost

What QI investiční společnost does

QI investiční společnost, legally known as Conseq Investment Management, a.s., is a Prague-based investment management firm and a subsidiary of the CONSEQ group. The company operates across three principal business lines: retail and pension investment products (Active Invest, Horizont Invest, Classic Invest, the long-term Dlouhodobý investiční produkt/DIP, PLATINiQ, and the ZENIT supplementary pension savings product), wealth management services for private clients (Private Invest, custom portfolios, qualified investor funds, bonds, and alternative investments), and investment banking services for third-party fund sponsors and corporate issuers (fund establishment, Czech National Bank licensing, fund administration, custodian services, and corporate bond issuance). The underlying technology is an investment fund administration and portfolio management platform supporting diverse asset classes ranging from equities to renewable energy assets, unified for retail clients through the Můj Conseq secure portal.

The company serves a dual customer base. On the institutional side, it acts as fund administrator and advisor for 42 funds, sub-funds, and third-party investment companies, administering 32 billion CZK in third-party AUM with an average of 850+ million CZK per entity. Named reference clients include DEK Invest, SIRIUS, ZDR Investments, and Český fond půdy. On the retail side, it distributes qualified investor funds, its own multi-strategy products, and hundreds of third-party funds from global partners (BlackRock, Fidelity, Franklin Templeton, Amundi, BNP Paribas, Aberdeen, Generali, HSBC, Credit Suisse, NN Investment Partners) through financial advisors and the Můj Conseq self-service portal.

The revenue model is primarily managed services: fund administration, accounting, compliance, AML, legal, valuation, reporting, and risk management for institutional clients, supplemented by subscription-based retail products (e.g., Active Invest from 500 CZK/month) and advisory fees on wealth management and corporate bond issuance. Pricing is quote-based and not publicly disclosed. With 25 employees, the firm operates from a single headquarters in central Prague (Burzovní palác) and generates effectively no public visibility into its financial performance; revenue, headcount, and ownership structure are not disclosed in the source material.

Name

QI investiční společnost

Legal name

Conseq Investment Management, a.s.

Website

https://qiis.cz

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

QI investiční společnost (Conseq Investment Management, a.s.) is a Prague-based investment management subsidiary of the CONSEQ group, administering 42 funds with 32 billion CZK AUM and offering retail investment, pension, wealth management, and investment banking services to Czech sponsors, advisors, and individual investors.

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Services-Management Consulting Services (8742)

akta.pro primary industry

Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Multi-Asset Solutions for Institutional (Pensions/Endowments/Sovereigns) (FSAAAJAJ), Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD)

Keywords

• Investment fund administration
• Wealth management services
• Portfolio management
• Pension savings products
• Qualified investor funds

Headquarters

HQ city

Prague

HQ country

Czechia

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Fund Administration Services: Administrative services for investment funds including accounting, taxes, internal audit, compliance, AML, legal services, reporting, securities record-keeping, valuation, and risk management.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels3 records

Core offering

QI investiční společnost (Conseq Investment Management, a.s.) is a Czech investment management firm that creates, administers, and distributes investment funds and pension products. It provides end-to-end fund services — from initial structure design and Czech National Bank licensing support through to ongoing administration (accounting, taxes, compliance, AML, valuation, risk management) — for 42 third-party funds and investment companies with 32 billion CZK in administered AUM. For individual investors, it offers managed portfolio products (Active Invest, Horizont Invest, Classic Invest, DIP, PLATINiQ, Private Invest), supplementary pension savings (ZENIT), wealth management, and a secure online client portal (Můj Conseq).

Product overview

Conseq operates as a multi-product financial services company offering a unified platform of investment and pension products. The core investment offerings include Active Invest (actively managed with Conservative/Balanced/Dynamic strategies), Horizont Invest (horizon-based investing), Classic Invest (traditional diversified management), Dlouhodobý investiční produkt/DIP (long-term state-supported product), and PLATINiq (premium wealth solution). These are complemented by a Qualified Investor Fund Platform for alternative investments. The pension product ZENIT provides supplementary pension savings with state contributions. Wealth Management services offer custom portfolios, private investments, and alternative assets. The Můj Conseq client portal unifies access across all products. Investment Banking provides fund establishment, administration, and distribution services for third-party funds.

Differentiator

Problem solved

Functional benefit

Brands

• Můj Conseq: Client portal for managing investment accounts and pension contracts
• Active Invest
• Horizont Invest
• Classic Invest
• PLATINiQ
• ZENIT
• Private Invest
• DIP (Dlouhodobý investiční produkt)

Products and services

• Active Invest Actively managed investment solution offering Conservative, Balanced, and Dynamic strategies, designed for key life situations with regular investments starting from 500 CZK/month. Targeted at individual Czech retail investors.
• Horizont Invest Investment product structured around a defined time horizon for goal-oriented investing. Targeted at individual Czech retail investors.
• Classic Invest Traditional investment product offering diversified portfolio management. Targeted at individual Czech retail investors.
• Dlouhodobý investiční produkt (DIP) Long-term investment product with state support and tax advantages. Targeted at individual Czech retail investors saving over extended horizons.
• PLATINiQ Premium investment solution for wealth building and preservation. Targeted at high-net-worth Czech investors.
• Platforma fondů kvalifikovaných investorů Platform providing access to qualified investor funds with comprehensive management services. Targeted at qualified investors and HNW clients.
• ZENIT Supplementary pension savings with state contributions and optional guarantee, available for online enrollment. Targeted at Czech individuals saving for retirement.
• Private Invest Customized portfolio management service within the wealth management offering. Targeted at high-net-worth and private clients.
• Wealth Management Comprehensive wealth management services including custom portfolios, qualified investor funds, private investments, bonds, and alternative investments. Targeted at HNW and ultra-HNW Czech clients.
• Investment Banking Investment banking services including establishment and administration of investment funds and companies, bond issuances (corporate bonds for alternative debt financing), and custodian services for investment funds. Targeted at corporations, fund sponsors, and qualified investors.
• Můj Conseq Secure client portal for managing investment contracts, viewing portfolio valuations, and accessing electronic statements. Targeted at individual clients and distribution partners.

Quantifiable outcome

• 42 funds, sub-funds, and third-party investment companies administered
• +2 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Eleven partnerships are on record, tiered core and minor.

• AberdeencoreChannel Partner/ Reseller/ DistributorInternational asset manager whose funds are distributed through Conseq's platform, providing clients access to hundreds of funds globally.
• AmundicoreChannel Partner/ Reseller/ DistributorEuropean asset manager whose funds are distributed through Conseq's platform, expanding the product range available to Czech investors.
• BNP Paribas Investment PartnerscoreChannel Partner/ Reseller/ DistributorGlobal asset management arm of BNP Paribas whose funds are distributed through Conseq's network.
• BlackRockcoreChannel Partner/ Reseller/ DistributorWorld's largest asset manager whose funds are distributed through Conseq's platform, providing access to BlackRock's global fund range.
• Credit SuisseminorChannel Partner/ Reseller/ DistributorInternational bank whose investment funds are distributed through Conseq's platform (partnership predates 2023 merger with UBS).
• C-QuandrantminorChannel Partner/ Reseller/ DistributorAsset manager whose funds are distributed through Conseq's network.
• GeneralicoreChannel Partner/ Reseller/ DistributorInsurance group and asset manager whose funds are distributed through Conseq's platform.
• HSBCminorChannel Partner/ Reseller/ DistributorGlobal banking group whose funds are distributed through Conseq's platform.
• FidelitycoreChannel Partner/ Reseller/ DistributorGlobal asset manager whose funds are distributed through Conseq's platform, providing access to Fidelity's equity and fixed income funds.
• Franklin Templeton InvestmentscoreChannel Partner/ Reseller/ DistributorGlobal asset manager whose funds are distributed through Conseq's network.
• NN Investment PartnersminorChannel Partner/ Reseller/ DistributorInternational asset manager whose funds are distributed through Conseq's platform.

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• BlackRock: Global asset-management leader currently distributing Czech investor access through Conseq's platform — comparable in product range and a potential direct competitor if it deepens local presence.
• Amundi: Europe's largest asset manager with active Czech fund distribution through partners like Conseq — represents the broader pan-European incumbent whose direct push into the Czech market would be a key competitive threat.

Direct peers

• Erste Asset Management: Austrian-led asset manager with deep CEE/Czech presence offering mutual funds, institutional mandates, and fund administration — closely comparable product mix and pan-CEE distribution footprint.
• NN Investment Partners: European asset manager with active Czech fund offerings (now under Goldman Sachs Asset Management) — comparable in multi-asset fund management and qualified-investor product distribution in the Czech market.
• Generali Investments CEE: Czech-based asset manager combining insurance-group distribution with active fund management — directly comparable as a competitor in Czech managed products and pension/investment funds.
• Across Private Investments: Czech private investment firm managing qualified investor funds with multi-asset strategies — comparable niche positioning in the same Czech qualified-investor fund segment.
• J&T INVESTIČNÍ SPOLEČNOST: Czech investment management company administering collective investment and qualified investor funds, with comparable AUM scale and a similar CNB-licensed platform serving Czech retail and institutional clients.
• AVANT Fund Management: Czech fund management company specializing in qualified-investor funds and third-party fund administration, directly comparable in business model, regulatory positioning, and customer base.
• CYRRUS: Czech investment company offering asset management, qualified investor funds, and wealth management — comparable mid-market player competing for similar Czech institutional and HNW mandates.

Regional players

• Jet Investment: Czech alternative investment / private equity firm operating qualified investor funds in CEE — comparable in regulatory positioning and qualified-investor fund focus, though concentrated more in private equity than multi-asset.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/qi-investi%C4%8Dn%C3%AD-spole%C4%8Dnost

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about QI investiční společnost