Business Wealth Management Expert
- Free analysis and a personalised proposal
- Optimising both your personal wealth and business assets
- Three times the expertise for your company
Why turn to a Wealth Management Expert at KBC?
Perhaps you have surplus cash in your company and want to manage and structure it as efficiently as possible? Or maybe you just want to get the most from your money? Our Business Wealth Management Expert is at the top of their field and will provide free advice.
They will work closely with you and your accountant to find a solution for your assets that is in line with your company's strategy. Their specific knowledge of wealth management, investing and structuring of assets perfectly supplements the know-how of the relationship managers and other business advisers.
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The Business Wealth Management Expert:
- is specially trained in the area of wealth management
- consults with your trusted contact person (for instance, your accountant)
- calls upon the help of other experts at KBC, including specialised SME advisers and insurance specialists
- analyses why surplus cash has arisen
- finds out what type of investor you are by assessing your investment profile and objectives
- looks for the solution that is best suited to your situation
- provides well-considered advice
After carrying out an analysis, they identify your objectives and provide free advice on getting the most from your company's cash. As an entrepreneur’s personal wealth and business assets are inextricably linked, the expert scrutinises them both.
Want your personal wealth and business assets to be managed and structured in such a way to get the most out of them? Or perhaps you're convinced that investing your cash surpluses is the best way to grow them? Whatever your preferences, our Business Wealth Management Expert is always on hand to advise you at no charge and without obligation!
No minimum amounts or minimum requirements apply for arranging a meeting. So, don't hesitate to leave your details with us and our expert will contact you about setting up a meeting at a time and place of your choosing.
Client testimonials
‘As a businessman, you have to realise that your main aim is to keep your business running. Very often you simply don't have time to start looking for the best way to get the best return on your savings. My SME Adviser encouraged me to speak to the Wealth Management Experts about this.
I can go to these KBC experts to obtain advice on my financial situation. They're there to take on board what I consider to be important and valuable as regards investments and access to cash. And the proposal to channel that same expertise into managing my personal wealth is an added bonus, in my opinion. It means I get to know at once where I stand financially in terms of my business, but also in terms of my personal and family situation.’
Jorn Van den Driessche of Cape Services on expert Natacha Cassimon
‘I've built up a financial buffer in my company for covering additional investments in the future and for having a bit in reserve when things aren't going quite as well. Just leaving your money on a current account or a savings account doesn't make much sense at the moment.
As a businessman, you have to realise that your main aim is to keep your business running. Very often you simply don't have time to start looking for the best way to get the best return on your savings. My SME Adviser encouraged me to speak to the Wealth Management Experts about this.
I can go to these KBC experts to obtain advice on my financial situation. They're there to take on board what I consider to be important and valuable as regards investments and access to cash. And the proposal to channel that same expertise into managing my personal wealth is an added bonus, in my opinion. It means I get to know at once where I stand financially in terms of my business, but also in terms of my personal and family situation.
KBC provides advice, but gives me enough room to add my own personal touch, which always gives me the feeling that I'm the one at the wheel, supported and guided by a fantastic co-driver.’
Jorn Van den Driessche of Cape Services on expert Natacha Cassimon
‘There are a number of reasons why we started going down the wealth management path. Besides inflation nibbling away at your savings, we believe strongly in maintaining our standard of living, even after we retire.
The support and expertise from KBC in this area was really important, because we could never have got this going on our own.’
Bart Van Den Langenbergh of Villa & Vuur BVBA on expert Steven Serneels
‘There are a number of reasons why we started going down the wealth management path. Besides inflation nibbling away at your savings, we believe strongly in maintaining our standard of living, even after we retire.
As there are very few opportunities for savings to earn a decent return, investing was a move that made sense to us.
The support and expertise from KBC in this area was really important, because we could never have got this going on our own.
The fact that we run a business and that we were also able to optimise one thing and another for it was definitely a plus point and left us in no doubt to make this move.’
Bart Van Den Langenbergh of Villa & Vuur BVBA on expert Steven Serneels
‘We wanted to do something with our own personal savings and our business savings, but knew nothing about investing. So, we contacted KBC to get their take on things.
KBC came up with the great offer to do everything for us. They invested in different funds and took account of what we'd told them about where we wanted be in 10 years' time.’
Steven Vermeer and Liesbeth Van Der Auwera of Groencreatie Vermeer BVBA on expert Steven Serneels
‘We wanted to do something with our own personal savings and our business savings, but knew nothing about investing. So, we contacted KBC to get their take on things.
After listening to their explanation, we both realised that we simply didn't have the time to work with investments properly. We also saw that there was just too much information to take on board.
KBC came up with the great offer to do everything for us. They invested in different funds and took account of what we'd told them about where we wanted be in 10 years' time.
Now that we've got our own sort of personal banker, we've been able to set aside a tidy little sum to make life easier for ourselves further down the line.’
Steven Vermeer and Liesbeth Van Der Auwera of Groencreatie Vermeer BVBA on expert Steven Serneels
