Wealth Management: asset management by experts since 1871
Working together, we will turn your financial ambitions into reality
Monitoring, managing and growing your personal and professional assets: you can count on us. Invest wisely, finance your projects, transfer your assets: the financial experts of Degroof Petercam are always at your side for advice and guidance.
A large estate offers you many options but also raises questions. We guide you through these often difficult choices.
- Generate regular income
- Make your assets grow
- Finance one-off expenses
- Diversify your investments
- Give meaning to your assets
- Transfer your assets to future generations
Specialists at your side for all aspects of
your wealth management
.
Find the management mandate or service that matches your needs and your budget.
You delegate your portfolio management. You make full use of our teams’ investment strategy and expertise in ESG and sustainable investments through our patrimonial funds.
Your portfolio consists of:
- Patrimonial funds (Degroof Petercam)
Your benefits:
- Attractive and transparent pricing
- You are assured of an active management according to the same standards as a professional investor
- Your portfolio is broadly diversified through the patrimonial funds used
- You benefit from our extensive in-house expertise
As from 500,000 euros
discretionary portfolio management
Conviction Mandate
You delegate the management of your portfolio to Degroof Petercam and benefit from our expertise through funds that perfectly reflect our investment convictions.
As from 2,5 million euros
discretionary portfolio management
Personalized
You delegate your portfolio management. You are regularly informed by a team of experts who create a customized portfolio for you, which can include investment funds and individual lines (stocks, bonds etc.).
As from 2,5 million euros
investment
advice
advice
Advisory Partner
You are involved in the management of your portfolio. You benefit from a dedicated investment advisor to validate your investment choices with our best expertise in analysis and asset selection.
Financial solutions for your business assets
You have many options for structuring and growing your business assets. Our teams will help you identify financial solutions you can trust.
- Raising growth or start-up capital
- Issuing equities & bonds
- Mergers & acquisitions
- Investing
- Credits
- Lending or finance
Wealth Management
explained
Who is wealth management for?
From what amount can you start wealth management?
Why should I choose discretionary management instead of investing myself?
What is the difference between discretionary and advisory wealth management?
How are the costs for wealth management calculated?
Why are transparency and control important in managing my investment portfolio, and how does Degroof Petercam facilitate this?
How does Degroof Petercam ensure that my investment portfolio remains aligned with my changing needs while also considering market volatility and sustainability requirements?
A Private Banker at your side at all times. At every stage of life.
We offer the best management for your growing assets at every stage of your life. With our expertise and considered approach, Degroof Petercam has brought peace of mind to families, individuals, and companies for more than 150 years. You will have a private banker at your side at all times with us.
Rue de l'Industrie 44
1040 Brussels
Belgium
+32 2 287 91 111040 Brussels
Belgium
VAT BE 0403 212 172
RPR | RPM Brussels
RPR | RPM Brussels
Regulated by the Belgian Financial Services and Markets Authority (FSMA) and the National Bank of Belgium | All rights reserved 2024, Degroof Petercam