Free analysis and a personalised proposal
Our expert examines the fiscal and financial situation of your company at no charge.
Optimising both your personal and business capital
How do you make sure that your wealth grows? Our expert advises you on the basis of the situation regarding your personal wealth and business assets.
Three times the expertise for your company
Benefit from expert advice on the latest economic developments, investments and entrepreneurship.
From idea to achievement: not as easy as it might appear
Perhaps you have surplus cash in your company and want to manage and structure it as efficiently as possible? Or maybe you just want to get the most from your money? Not surprising, considering the hours you've put in to earn it.
Maybe you have have your own ideas about what to do with your money, like investing it in your company or transferring it from your business to your personal wealth. Or maybe you don't. Either way, every idea comes with numerous questions and the answers are not always easy to find. If your question is very specific to your situation, even Google may not be able to help.
Your liquid assets remain idle in the meantime
All those unanswered question and doubts start undermining your confidence and you stop looking for the best thing to do with your company's cash.
And that's economically unjustifiable. Every element within your company has to contribute positively to the final result, and that includes liquid assets. Therefore, putting cash surpluses you can do without in the short term into a savings account is not an option, as they'll simply lose value.
The Wealth Management Expert is on hand to provide advice
Looking to get the most from your cash surpluses? Our Wealth Management Expert for Businesses knows the answers like no one else and will provide free advice.
He will work closely with you and your accountant to find a solution for your assets that is in line with your company's strategy. His specific knowledge of wealth management, investing and structuring of assets perfectly supplements the know-how of the relationship managers and other business advisers.
In which areas can the Wealth Management Expert help you?
The Wealth Management Expert for Businesses:
- is specially trained in the area of wealth management
- consults with your trusted contact person (for instance, your accountant)
- calls upon the help of other experts at KBC Brussels, such as specialised SME advisers, insurance specialists, etc.
- analyses why surplus cash has arisen
- finds out what type of investor you are by examining your investment profile and objectives
- looks for the solution that is best suited to your situation
- provides well-considered advice
After carry out an analysis, he identifies your objectives and provides free advice on getting the most from your company's cash. As your personal and business capital are inextricably linked, the expert scrutinises them both.
Client testimonials
'As a businessman, you have to realise that your main aim is to keep your business running. Very often you simply don't have time to start looking for the best way to get the best return on your savings. My SME Adviser encouraged me to speak to the Wealth Management Experts about this.
I can go to these KBC Brussels experts to obtain advice on my financial situation. They're there to take on board what I consider to be important and valuable as regards investments and access to cash. And the proposal to channel that same expertise into managing my personal wealth is an added bonus, in my opinion. It means I get to know at once where I stand financially in terms of my business, but also in terms of my personal and family situation.'
Jorn Van den Driessche of Cape Services on expert Natacha Cassimon
'I've built up a financial buffer in my company for covering additional investments in the future and for having a bit in reserve when things aren't going quite as well. Just leaving your money on a current account or a savings account doesn't make much sense at the moment.
As a businessman, you have to realise that your main aim is to keep your business running. Very often you simply don't have time to start looking for the best way to get the best return on your savings. My SME Adviser encouraged me to speak to the Wealth Management Experts about this.
I can go to these KBC Brussels experts to obtain advice on my financial situation. They're there to take on board what I consider to be important and valuable as regards investments and access to cash. And the proposal to channel that same expertise into managing my personal wealth is an added bonus, in my opinion. It means I get to know at once where I stand financially in terms of my business, but also in terms of my personal and family situation.
KBC Brussels provides advice, but gives me enough room to add my own personal touch, which always gives me the feeling that I'm the one at the wheel, supported and guided by a fantastic co-driver.'
Jorn Van den Driessche of Cape Services on expert Natacha Cassimon
'There are a number of reasons why we started going down the wealth management path. Besides inflation nibbling away at your savings, we believe strongly in maintaining our standard of living, even after we retire.
The support and expertise from KBC Brussels in this area was really important, because we could never have got this going on our own.'
Bart Van Den Langenbergh of Villa & Vuur BVBA on expert Steven Serneels
'There are a number of reasons why we started going down the wealth management path. Besides inflation nibbling away at your savings, we believe strongly in maintaining our standard of living, even after we retire.
As there are very few opportunities for savings to earn a decent return, investing was a move that made sense to us.
The support and expertise from KBC Brussels in this area was really important, because we could never have got this going on our own.
The fact that we run a business and that we were also able to optimise one thing and another for it was definitely a plus point and left us in no doubt to make this move.'
Bart Van Den Langenbergh of Villa & Vuur BVBA on expert Steven Serneels
'We wanted do something with our own personal savings and our business savings, but knew nothing about investing. So, we contacted KBC Brussels to get their take on things.
KBC Brussels came up with the great offer to do everything for us. They invested in different funds and took account of what we'd told them about where we wanted be in ten years' time.'
Steven Vermeer and Liesbeth Van Der Auwera of Groencreatie Vermeer BVBA on expert Steven Serneels
'We wanted do something with our own personal savings and our business savings, but knew nothing about investing. So, we contacted KBC Brussels to get their take on things.
After listening to their explanation, we both realised that we simply didn't have the time to work with investments properly. We also saw that there was just too much information to take on board.
KBC Brussels came up with the great offer to do everything for us. They invested in different funds and took account of what we'd told them about where we wanted be in ten years' time.
Now that we've got our own sort of personal banker, we've been able to set aside a tidy little sum to make life easier for ourselves further down the line.'
Steven Vermeer and Liesbeth Van Der Auwera of Groencreatie Vermeer BVBA on expert Steven Serneels
Why get in touch with the Wealth Management Expert?
Want your personal wealth and business assets to be managed and structured in such a way to get the most out of them? Or perhaps you're convinced that investing your cash surpluses is the best way to grow them? Whatever your preferences, the Wealth Management Expert for Businesses is always on hand to advise you at no charge and without obligation!
No minimum amounts or minimum requirements apply for arranging a meeting. So, don't hesitate to leave your details with us and our expert will contact you about setting up a meeting at a time and place of your choosing.