Financial investments

We support you in your financial investments. We define together the optimal strategy based on your objectives, your investment horizon and your risk sensitivity, while ensuring that investment taxation is optimized.

In particular, we offer solutions through life insurance policies of the Branch 23 via our partners, leading Belgian and Luxembourg insurance companies.

The objectives are multiple :

• To grow your capital, either by capitalizing or by occasionally withdrawing income through buy-backs
• Investing in a tax-efficient way

• Passing on to future generations while retaining control over the assets transferred and avoiding inheritance tax by structuring the contract in an appropriate manner

The life insurance contracts offered can be based on collective internal funds, external funds or dedicated internal funds.

In the case of dedicated internal funds, the premium is invested in a portfolio of assets that is customized for you and managed on a discretionary basis. You will have access to a very wide range of investment opportunities: individual equities and bonds, commodities, exchange-traded funds (ETF’s), investment funds (SICAV), alternative investment funds (hedge funds, private equity, real estate funds…).