Wealth Management: your assets at the heart of our approach

Make

your financial ambitions

a reality

Your situation and constraints are unique, especially at an international level. Growing your personal or professional wealth depends on many variables, such as your tax and secondary residence abroad, your assets situation and economic interests, your family business or your children abroad. Your Private Banker gives you direct access to our multidisciplinary experts so that together we can make your goals a reality.

Your

assets

offer you many options, but also raise questions. We guide you through these

often complex choices

Your needs and objectives guide our experts to :

Generate regular income

Invest your capital

Growing your assets

Financing one-off expenses

Plan your estate or that of a loved one

Diversify your investments

Giving meaning to your assets

Pass on your assets to future generations

Benefit from in-depth analysis thanks to the synergies between our macroeconomic and investment strategy research teams.

Jean-François Genicot, Head of Investment Management

Our

investment strategy

at the service of your management

Gain access to top-quality investment funds with solid performance via an approach based on:

Long-term investments
By selecting undervalued assets and measuring risk premiums

Open architecture
By combining our own assets with those of recognised third party fund managers

Sustainable investments
By choosing in-house funds with a sustainable label and companies/countries with an ESG policy

Discover our

sustainable portfolio
management offer

in video

Visuel-preview-video-sustainable-portfolio-management-lu

Your preferences

to protect and expand your assets

Banque Degroof Luxembourg: four management mandates

Our four management mandates are adapted to your advisory needs and your desire for autonomy:

Portfolio Management
We manage your portfolio on a discretionary basis, without any intervention from you, based on your profile, your mutually agreed management objectives and investment strategy.

Portfolio Investment Advice
We provide you with various personalised recommendations on financial instruments, within the framework of a jointly agreed investment strategy. We suggest certain investments and respond to your requests for advice/recommendations on any transaction you are considering.

Ad Hoc Investment Advice
You carry out transactions in financial instruments on your own initiative, without any
consulting and you transmit your orders to us for execution. We provide you, occasionally
and at your request, with personalised recommendations on certain transactions in financial instruments.

Execution only
You carry out transactions in financial instruments on your own initiative, without any
advice, and in this context you send us orders for execution. We do not provide you with any investment advice.

Monitor, manage and develop

your family business

Whether you want to invest your professional assets or finance your company's projects, financial experts at Degroof Petercam are at your side. You benefit from the expertise of our extensive network and our exclusive services to find reliable financial solutions.