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Portfolio management

Wealtheon provides a range of services in order to be able to respond to your asset-related issues in the best way possible. To guarantee our complete transparency and independence, and to prevent any form of conflict of interest, Wealtheon receives no commissions relating to transactions or investments from depositories. That has allowed Wealtheon to negotiate very favourable terms with the depository banks for its clients.  We also have a world-wide network of advisors on legal and tax issues who are available to our clients. In short, the total service that you can expect from your financial advisor.

Discretionary asset management

  • Assets from €1,000,000 upwards;
  • For private investors, families, companies, institutional investors (family offices, life insurers and pension funds);
  • Six risk profiles;
  • Portfolio invested in equities, bonds and ETFs;
  • Depository bank of your choice;
  • Online viewing of your portfolio 24/7;
  • Monthly or quarterly reporting;
  • Personal meeting at least twice per year.

Investment program

The Wealtheon way of index investing:

  • Assets between €250,000 and €1,000,000;
  • For private investors, families, businesses, etc.;
  • Three risk profiles;
  • Portfolio invested only in ETFs;
  • Depository bank: Keytrade or BinckBank;
  • Quarterly reporting by e-mail;
  • Online viewing of your portfolio 24/7.

Portfolio analysis

  • Second opinion on your investment portfolio(s);
  • For all types of investment portfolio's;
  • In-depth and extensive analysis (asset allocation, equities, bonds, risks, performance, sector, currency, etc.)
  • Objective and independent recommendations;
  • A complete (consolidated) picture of your investments and the related risks;
  • Also available as a continuous service with regular portfolio consolidation & recommendations.

More information

Use the contact form to request a brochure or to be called back by one of our specialists.

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