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Wealtheon granted AMF authorisation

11 December 2014, Wealtheon

Wealtheon Asset Management has been authorised by the Autorité des Marchés Financiers (AMF – Financial Market Authority) to offer its portfolio management services in France, thanks to its European passport. The Wealtheon Group, which conducts asset management operations in Belgium, Luxembourg, the Netherlands and Switzerland is now also allowed to provide its discretionary portfolio management services in France.

Wealtheon Group is a family-run company that focuses on wealth management. Through Wealtheon Asset Management, the investment portfolios of the family and shareholders are managed by investing directly in listed equities, bonds and index tracker funds. This investment strategy was made available to third party investors in 2008. Wealtheon Asset Management currently manages approximately € 500 million for 140 European families. Wealtheon is not a bank: its investment policy is entirely transparent, flexible and safeguarded from any possible conflict of interest.

Victor Zwart, CEO of Wealtheon, said, “Being awarded this authorisation represents an important step for Wealtheon. It will enable us to further intensify our development both in Europe and internationally.”


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