Our insights

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!

The state of affairs in the second quarter of 2024 for Wealtheon's Growth Strategy.

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.

We would like to share the latest developments in our Wealtheon Growth Strategy with you via this webinar.

In this twenty-minute video we provide an in-depth overview of current inflation and interest rates. In addition, we present a detailed view of the sectors that have performed remarkably well this year. We then take a closer look at our current positioning, followed by a close analysis.

To conclude, we focus on some companies included in our Growth Selection.

Exciting day at Exor N.V.'s 2023 Investor Day in Turin, Italy! Naard Broeckaert, partner, attended this invitation-only event hosted by Exor’s CEO, John Elkann, and their leadership team.