We continuously keep our finger firmly on the pulse for you, a necessity to be able to adapt your portfolio at any time. Here is an overview of our quarterly findings and scheduled events.
An update for Wealtheon’s Growth Strategy as of April 2025.
An update for Wealtheon’s Value strategy as of April 2025.
We are pleased to welcome Romain Bonnal to the Wealtheon team as Portfolio Manager.
Romain Bonnal brings over a decade of international experience in wealth management. Before joining us, he worked as Senior Private Banker at BNP Paribas Fortis, where he advised high-net-worth individuals in international and cross-border contexts.
He holds two Master’s degrees in Wealth Management and Financial Markets, and is currently a CFA Level III candidate. His analytical rigor and structured investment approach are key assets in designing strategies aligned with each client’s objectives and risk profile.
With experience across Asia Pacific, Russia, and Sub-Saharan Africa, Romain’s global perspective and client-centric mindset are a strong match for Wealtheon’s long-term vision.
Welcome aboard, Romain Bonnal!
Our partner and head of the Value Strategy, Naard Broeckaert, visited India last week to explore one of our most important investments within the Wealtheon Value Strategy: Fairfax Financial Holdings Limited.
The state of affairs in the fourth quarter of 2024 for Wealtheon's Growth Strategy.
Our Wealtheon Foundation supports the Concertgebouworkest Young, the international youth orchestra of the Koninklijk Concertgebouworkest.
Made up of young, talented musicians aged fourteen to seventeen from all over Europe, Young truly reflects the diversity of European society.
This project aims to showcase hidden talents—young musicians who need extra support and visibility in European orchestras.
Together, we invest in the next generation, providing these young instrumentalists with the opportunity to develop their skills at the highest level.
We proudly support the Concertgebouworkest Young in their mission to nurture and celebrate the future of classical music.
The state of affairs in the third quarter of 2024 for Wealtheon's Growth Strategy.