Asset management

Care and attention for your assets, based on a personal investment profile, easy to set up, clear periodic statements, face-to-face meetings and online access to information on your portfolio at any time.



For assets in excess of € 1 million

We invest all or part of your portfolio in individual securities, based on your wishes

You define your own investment profile

You choose the most appropriate custodian bank for you from the selection offered

You benefit from our international network of specialists

You have a clear, detailed overview of the portfolio

You enjoy personal contact with us

You can view your portfolio online 24 hours a day, 7 days a week

11 may 2021

Wealtheon Webinar - Nieuwe Ontwikkelingen

Webinar inzake 
nieuwe ontwikkelingen
 bij Wealtheon. 
Met name 
High Conviction Equity 
en Torrebos 
Value Propositie 
worden nader toegelicht.

11 may 2021

Wealtheon Webinaire - Les Nouveautés

Webinaire sur les nouveaux 
développements 
chez Wealtheon. 
Les stratégies 
« High Conviction »
 et Torrebos «Value » 
sont présentées.

8 april 2021

Quarterly Bulletin Q2 2021

2021 Investment Outlook
The last mile

29 march 2021

Wealtheon Investor Outlook q1 2021 – FRENCH spoken

Rediffusion du Webinaire 
"Wealtheon Perspectives 
d’Investissement Q1 2021" 
du 26 Mars 2021. Animé 
par Victor Zwart (CEO) et 
Maxime Hébert 
(Portfolio Manager). 
En collaboration avec KPMG.

24 March 2021

Wealtheon Investor Outlook q1 2021 – ENGLISH spoken

The replay of the webinar 
"Wealtheon Investor 
Outlook Q1 2021" held 
on March 23, 2021. 
Presented by Victor Zwart, 
John-Patrick Broekhuijsen 
and Daniel Patrick Sotelo.

23 March 2021

Wealtheon Investor Outlook q1 2021 - DUTCH spoken

De herhaling van het webinar 
"Wealtheon Investor Outlook 
Q1 2021" gehouden op 
22 maart 2021. Gepresenteerd 
door Victor Zwart 
en Armand Creemers. 
Co-hosted door KPMG.


Victor Zwart & Naard Broeckaert

About Wealtheon

Wealtheon is the result of two generations of experience gained in the asset management sector. As a family business, we offer a balanced alternative in a world that is constantly on the move. We also strive to forge a long-term, stable relationship of trust with our clients. Our commitment and our independent, transparent way of working form the foundation for this. In our view, asset management has to be objective, personal and understandable for all of the parties concerned.

Our values

  • Independence
    • No external financial links
    • An unlisted family company
    • Total freedom of choice
    • Aligned interests client & asset manager
  • Transparency
    • Clear, flexible investment policy
    • Clear cost structure
    • Parallel interests

Our history

Victor Zwart & Peter Zwart Wealtheon has its roots in General Investment Management (GIM), a company founded in 1971 by Peter Zwart. Prior to that time, investing primarily consisted of long-term holdings of equities or bonds in large companies that paid dividends or coupons.

From experience, we know that this philosophy can result in significant losses. GIM therefore decided to take a different approach, actively anticipating and taking advantage of any expected economic developments that might have an impact on profits and equity prices, to achieve an average result that outperformed the market.

As an independent asset manager, GIM had no ownership links with any banking institutions. GIM invested in companies listed on the stock exchange while always ensuring that the interests of clients ran in parallel with the interests of the asset manager. With assets in excess of 5 billion euro, GIM grew to become one of the largest independent asset managers in the Benelux.

In 1999, GIM was sold to an Anglo-Dutch private bank. Following the end of the five-year non-competition period, in 2005 Peter Zwart and his son Victor set up a new independent asset management company: Wealtheon. In line with the philosophy adopted since 1971, the focus of the investment strategy is on « growth » stocks.

In 2020 Wealtheon saw the opportunity to expand its services with the acquisition of Torrebos Consult SA. Managing director Naard Broeckaert has joined as shareholder and member of the board of directors at Wealtheon. The acquisition allows Wealtheon to offer an investment strategy focused on « value » stocks. This strategy is complementary to the growth strategy and is often combined for larger portfolios with a broad asset mix.

Today, the group is active in Belgium, France, Luxembourg and the Netherlands.

Wealtheon’s philosophy is an extension of what set GIM apart: a flexible, consistent investment policy that focuses on protecting assets while achieving attractive results, as well as clear communication and personal service. These aspects are still of fundamental importance to Wealtheon today.

Our investment experts manage portfolios on a daily basis, relieving clients of administrative chores. The Wealtheon investment committee constantly adjusts our investment selections to meet current and expected market developments, while keeping a close eye on any attendant risk. Protecting and growing the assets entrusted to our care are central to everything we do.

Our clients are the most valuable part of our organisation. Their interests are our interests. That is why we combine our experience and expertise with transparency and strong commitment. We know from experience that this approach, together with attractive investment results, is crucial for lasting, productive relationships. You will find this approach in all of our services.

Corporate Responsibility

For us, corporate social responsibility is a natural part of the way we do business. Wealtheon contributes to the improved welfare of people through the Wealtheon Foundation, an independent organisation that directly invests funds contributed by Wealtheon and other donors in a number of carefully selected good causes and projects. In this way, we invest effectively in a better world.

To find out more about the Wealtheon Foundation, please request a copy of the brochure by sending an e-mail to info@wealtheon-foundation.org or contact us directly.

Contact Us

Belgium

Wealtheon N.V./S.A.

Chaussée de Waterloo 1135 - 1180 Brussels
Adelaarstraat 5 - 9051 Gent
Phone: +32 (0)2 372 50 10
Fax: +32 (0)2 372 50 11

The Netherlands

Wealtheon N.V.

Gebouw Vierlander
Fellenoord 23 - 5612AA Eindhoven
Phone: +31 (0)40 296 0480
Fax: +31 (0)40 236 5666

Your message has been sent. Thank you!


We regard your privacy as a matter of priority. The personal data and the information that you have furnished to Wealtheon by subscribing on this contact form will be treated confidentially. We will not share this with third parties unless we are obliged to do so in accordance with a statutory or regulatory provision. You may inspect your personal data on request and, likewise on request, you can have it either modified or deleted.