Wealth Management

We place a great emphasis on establishing your personalised needs.
Our goal is both to identify the wealth that needs to be protected to ensure that your financial independence lasts and also to evaluate what portion can be considered as wealth that can be used to improve overall returns. Our global approach, which is geared to your long-term needs, encompasses all elements relating to your personal situation and your personal objectives. This split, with various management constraints depending on the type of capital, will determine the management profile that best corresponds to your personal situation and to how that situation will develop over time.

This dynamic and multidisciplinary approach to wealth management combines two types of service:

• First, there is an analysis of your assets, including an assessment of how earnings and expenditure might develop, as well as of capital inflows and outflows
  
• Then there is a proposal for asset allocation that is drawn up according to earnings expectations,life expectancy and future capital flows.

Developing this further, together with our analysis, we aim to provide:

• An overview of the status of your assets and how this status develops over time
  
• An optimum risk profile and management profile that are tailored to your age, family needs, and your expenditure pattern
  
• Asset allocation for your securities portfolio that is geared to your changing personal situation and also to the performance of the financial markets
  
• A perspective on different strategies (income /capital, debt, retirement provision, taxation, estate planning, relocation, …) and the impact of these strategies on your asset allocation.