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

15 May 2020

The Bio Revolution

“A confluence of advances
in biological science and
accelerating development
of computing, automation 
and AI is fueling a new 
wave of innovation.
This Bio Revolution...

30 April 2020

Finner.nl waardeert Wealtheon met sterren 5 !

Jaarlijks wordt onze 
vermogensbeheer
dienstverlening 
beoordeeld door 
onafhankelijke partijen
zoals Finner. 
Voor 2020 de hoogste 
waardering ontvangen!

20 April 2020

Wealtheon Investment Universe

An insight into the 
Wealtheon Investment 
Universe (WIU). 
Amazon kicks off 
the monthly preview 
in the WIU.

17 April 2020

Brent Crude Future June 20

Saudi Arabia and 
Russia signaled they 
may be open to 
further output 
cuts after the latest 
deal failed to 
halt crude retreat.

31 March 2020

Quarterly Bulletin Q2 2020

- The year of 
  the Coronavirus
- Global economy 
  vulnerable and 
  future is 
  uncertain
- Central banks come
  to the rescue
- Increased cash 
  allocation in 
  the portfolios

20 March 2020

Covid-19 Data

Question: what will 
be the main driver 
of the stock markets 
in this current 
environment? 
Covid-19 data, 
Fundamentals or...

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 between the client and the asset manager
  • Transparency
    • Clear, flexible investment policy
    • Clear cost structure
    • Parallel interests

Our history

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. Today, the group is active in Belgium, France, United Kingdom, 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
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

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