We manage individual mandates both through life insurances as well as in a pure banking environment.
As an asset manager, we do not hold client assets ourselves. Instead, the client opens a bank account at one of the custodians we work with, after which the client grants us a portfolio management mandate which allows us to manage the client portfolio.
We are being remunerated on a quarterly basis through a management fee and/or a performance fee.
We receive mandates from insurance companies to manage portfolios which are deposited at separate custodians such as Puilaetco Belgium, ING Luxemburg, and Saxobank Professionals (former BinckBank Professionals).
- We offer different investment profiles/ modelportfolios for fonds dédiés
- We only invest in liquid investments that fulfill the CAA rules and the UCITS rules
We offer different options:
At the core of our investment philosophy is the balance between performance and risk as we strive to realize a best in class management of our client portfolios.
We do not hold client assets. The client opens a bank account at one of the custodians we work with, after which the client grants us a portfolio management mandate .
We offer different types of services:
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a) Portfolio of individual equities
1 profile: Aggressive
starting from 500.000 euro
High-Conviction stock-picking portfolio, no benchmark
The investment philosophy is the same as for MFP Raphael's Ethical Choice. -
b) portfolio of selected Ucits funds and/or ETF's
4 profiles: Aggressive, Assertive, Moderate, and Cautious
selection of asset managers: Pictet, Nordea, R-Co, Flossbach von Storch, Fundsmith, Threadneedle
selection of ETF's: iShares and Invesco