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
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
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 process of our investments
Assessment of the main risks and factors of the allocation in view of the evolution of the markets
- International Investment universe
- World markets review
Approach Top-Down
and Bottom-upAdjustment of the model according to the results
of each step - Vehicle selection
- Financial analysis of the underlying assets
- Allocation Weighting
- Execution followed by
- Management
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 opportunities
- opportunitiesEXAMPLE
- 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