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Discretionary individual

Wealth Management

Discretionary individual portfolio management

Approach

We are dedicated to understanding you and your goals. Based on your objectives we create with you a wealth plan that will bring you a peace of mind. We help you implementing your private Wealth Management strategy. Our experienced Wealth Management Team take time listening to you (and your advisers) to shape our services and proposals around your needs and those of your family. ECP Team is professional and dedicated in its role to provide you with best solutions to help get you where you plan to be.

Philosophy

Think and invest as an entrepreneur is what is guiding us. The importance of a goal for your financial future is of a primordial importance. We build customised portfolio based on your unique situation, considering several personal factors to assess your risk profile and propose a solution combining minimal portfolio with maximum diversification.

Process

Process

  • 1
    Meeting to get to know each other
  • 2
    Presentation of your future portfolio
  • 3
    Portfolio implementation
  • 4
    Regular client-manager meetings
  • 5
    Frequent updating of your needs and expectations

Open architecture

We research and analyze the best funds, trackers, stocks and bonds for your portfolio.

Family Office Services

Privileged access to quality partners such as custodian banks, real estate specialists, private equity firms, tax specialists, insurers, art consultants and other professionals.

International vision

A global reflection with local expertise in Belgium, Luxembourg and Switzerland.

Dedicated investment strategies

Developed in all asset classes, including traditional and alternative investments.

Flexibility

We keep an open mind according to your personal situation and market cycles.

Reporting

Benefit from measurable value-added reporting and regular meetings so you can closely monitor your portfolio and its results.
Approach

Approach

The preservation of your capital is our priority

Analyze risk more than analyzing profit will help keeping your capital from slowing slipping away

We invest in open architecture

Opening up to the best solutions for your assets

Be opportunistic when we deem it necessary

Be responsive to market cycles

Our selection process is based on the conviction

Active vs. passive management

Diversification is essential

Dynamic asset allocation

Selection

Selection process of our investments

Assessment of the main risks and factors of the allocation in view of the evolution of the markets
01.

International Investment universe

02.

World markets review

03.

Vehicle selection

04.

Financial analysis of the underlying assets

05.

Allocation Weighting

06.

Execution followed by

07.

Management

Approach Top-Downand Bottom-up
Adjustment of the model according to the resultsof each step
Risk profile

Risk profile assessment

Investor profile

Aggressive

Investors who seek return on investment over capital preservation. They are willing to subject a greater portion of their portfolio to risk in anticipation of a greater return on investment.

Moderately Aggressive

Investors are willing to accept a higher level of risk in pursuit of greater returns, though not as aggressively as those with an aggressive risk profile. They aim for moderate growth and income, striking a balance between risk and potential reward.

Moderate

Investors willing to accept some amount of risk in anticipation of a moderate growth and income.

Defensive

Investors who prefer the generation of a regular and relatively stable income to the growth of their capital. They have a rather high aversion to risk.
Investment objective
Opportunities

Investment opportunities

Opportunities
Example

Direct portfolio

Dedicated equity portfolio

Real Estate Funds

We Invest

Family Holdings Fund

GE Family Holdings Fund

Quality - Value Fund

European Value Fund

Bond funds

Global Euro Bond Fund

Private Equity

Whitestone Group

Private Debt Funds

ES-Lending

Hedge funds

How can European Capital Partners help you?

Contact us
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