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Our insights
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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.
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Naard visits Fairfax Financial in India
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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.
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Value Strategy Update January 2025
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Quarterly Bulletin: Growth Strategy Q4 2024
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The state of affairs in the fourth quarter of 2024 for Wealtheon's Growth Strategy.
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Investing in the Next Generation of Musicians
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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.
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Quarterly Bulletin: Growth Strategy Q3 2024
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The state of affairs in the third quarter of 2024 for Wealtheon's Growth Strategy.
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130 bikes donated to South African students, supported by Wealtheon Asset Management!
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A Family-Owned Business with Over Two Generations of Expertise
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As a family-owned business, Wealtheon has been rooted in over two generations of expertise in the field of asset management.
Our focus remains steadfast on maintaining a legacy of trust and integrity, ensuring that we consistently meet and surpass our clients' expectations in every aspect of our service.
Founded in 1971 as General Investment Management by Peter S. Zwart, Wealtheon Asset Management has been at the forefront of investment excellence for over five decades.
Under the leadership of Victor Zwart, we expanded our footprint in 2005, establishing Wealtheon NV in Geneva.
This marked the beginning of our international growth, which saw further expansion into Belgium and the Netherlands in 2008.
Our commitment to strategic growth and client-focused services was exemplified in 2020 when we joined forces with Naard Broeckaert's Torrebos Consult, significantly increasing our assets under management to €600 million.
In 2023, our journey of expansion and excellence continued with the opening of our fourth office in Waregem.
As we continue to grow, our commitment to your financial aspirations remains our utmost priority. We invite you to connect with us and discover how Wealtheon's tailored solutions can align with your unique financial needs.
Your situation is unique, and we would love the opportunity to hear more about it and explore how we can assist you!
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Value Strategy Update January 2024
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Wealtheon Webinar: Value Strategy Update
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We are happy to keep you updated on developments in our Wealtheon Value strategy through a webinar that you can watch at a time that is most convenient for you.
In the 20-minute presentation below, you will be able to listen to a brief summary of our macroeconomic expectations and (more extensively) some examples of what has worked well and not so well in our 2023 investment strategy.
Finally, we conclude with a more detailed analysis of a company we are currently invested in.
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