Who is wealth management for?

Wealth management is aimed at affluent individuals and families seeking professional support for managing their wealth. This includes clients who value personalized investment strategies, risk management, and achieving financial goals without being involved in daily investment decisions. Degroof Petercam offers wealth management for clients who need tailored solutions, taking into account their specific financial situation, investment goals, and risk profile.

From what amount can you start wealth management?

There is no fixed amount required to start with wealth management. At Degroof Petercam, we differentiate our services so that you can choose the management mandate that best suits your needs and budget: Core strategy: No fixed amount Conviction Mandate: Starting from €500,000 Personalized: Starting from €2.5 million Advisory Partner: Starting from €2.5 million

Why should I choose discretionary management instead of investing myself?

Discretionary management is convenient for those who want active management by experts, while self-investing offers more control but requires more time and knowledge. It is ideal for clients who don’t want to be involved daily but want to benefit from market opportunities.

What is the difference between discretionary and advisory wealth management?

Discretionary wealth management means that the portfolio manager makes investment decisions independently, without prior approval from the client, whereas in advisory management, the client makes decisions based on advice.

How are the costs for wealth management calculated?

At Degroof Petercam, the costs for wealth management are transparent and bundled into a single "ALL IN" fee. This fee includes all costs and taxes and is clearly stated in your management reports, so you always have insight into the cost structure.

Why are transparency and control important in managing my investment portfolio, and how does Degroof Petercam facilitate this?

Transparency and control are crucial for effective portfolio management, as they provide full insight into costs, risks, and the performance of your investments. Degroof Petercam offers an "ALL IN" fee that clearly reflects all costs and taxes, ensuring you know exactly what you are paying without hidden fees. You also gain access to the "My Degroof Petercam" app, where you can monitor your investments at any time and centrally manage all your documents. The app also provides access to expert insights. Should you become a client, you will be assigned a personal contact who keeps you regularly informed of strategic decisions and responds actively to market conditions to ensure your investment strategy remains aligned with your goals.

How does Degroof Petercam ensure that my investment portfolio remains aligned with my changing needs while also considering market volatility and sustainability requirements?

Degroof Petercam continuously adjusts your portfolio to respond to changing market conditions and your personal needs. Your private banker and portfolio manager regularly evaluate and optimize your investment strategy to ensure it remains aligned with your goals, even during times of market volatility. Additionally, Degroof Petercam offers investment options that meet ESG criteria, so you can achieve financial returns while also making a sustainable and responsible impact.

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.

Specialists at your side for all aspects of

your wealth management

Find the management mandate or service that matches your needs and your budget.

discretionary portfolio management

Core Strategy

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.

As from 1 million euros

discretionary portfolio management

Multi-Funds

You entrust the management of your portfolio to our experts and benefit from broad diversification thanks to the active management of our selection of investment funds.

As from 1 million euros

discretionary portfolio management

Personalized

You delegate your portfolio management. You have regular contact with a team of experts for your portfolio, which is tailored to you with investment funds and/or individual securities (shares, bonds, etc.).

As from 1 million euros

advisory management

Advisory One

You have a solid understanding of the financial markets and are actively involved in managing your wealth. At the same time, you value a neutral, professional perspective to assess your own choices and ideas. You are also interested in in-depth expertise in asset selection to broaden your insights and decisions.

As from 2,5 million euros

advisory management

Advisory Partner

You wish to be actively involved in managing your wealth. In addition, you are looking for guidance from an advisor with a neutral, professional perspective who can confirm or adjust your decisions, as well as specialized expertise in asset selection to broaden your insights and choices.

As from 5 million euros

advisory management

Active Advisory

You are a professional client with a dynamic investor profile and are actively involved in managing your wealth. You seek tactical insights and technical support for the execution of your orders. While you always make the final decision yourself, you are nevertheless interested in regular and proactive advice to enrich and diversify your assets.

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

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