A Family Office at your side to preserve and grow your wealth.
Our Mission Statement
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Phoenix Capital is committed to offering its clients a relationship based on mutual trust where the human factor is at the heart of the exchanges.
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Our company was born out of a need for freedom which, thanks to our independence from any financial institution, allows us to offer tailor-made products and services in the sole interest of the client.
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Our ambition is to be considered by our clients as their financial architect to accompany them at every stage of their life.
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Our objective is to make their assets grow by providing them with the global vision, transparency and discretion they are looking for.
Phoenix Capital is licensed by the Belgian Financial Services and Markets Authority (FSMA).
Phoenix Capital accompanies you, step by step, in the growth of your wealth.
Inventory
this is a complete inventory of your current assets and liabilities, and their distribution. This first step allows us to get to know you better in order to assist you adequately to develop your wealth and implement an action plan.
Action plan
We support you in setting up solutions to preserve and develop your assets, in accordance with your objectives, constraints and risk sensitivity.
Follow-up and updates
Over the course of your life, your family, professional and wealth situation may change. This is why we ensure the regular updating of the action plan initially defined.
Our values
Trust is the cornerstone of our business. We build relationships with families over the very long term, often over several generations. The trust they honour us with is the result of our commitment to them, our integrity, our skills and our independence.
Our independence allows us to act exclusively in your interests, with integrity and impartiality. The realization of your projects and your satisfaction are our top priority.
Absolute respect for the secrets entrusted to us is the sine qua non of the trust placed in us. Discretion is the essence of our profession.
The world of investment and wealth management often requires clarification. Part of our mission is to be an educator to make it simple and intelligible.
Trust is the cornerstone of our business. We build relationships with families over the very long term, often over several generations. The trust they honour us with is the result of our commitment to them, our integrity, our skills and our independence.
Our independence allows us to act exclusively in your interests, with integrity and impartiality. The realization of your projects and your satisfaction are our top priority.
Absolute respect for the secrets entrusted to us is the sine qua non of the trust placed in us. Discretion is the essence of our profession.
The world of investment and wealth management often requires clarification. Part of our mission is to be an educator to make it simple and intelligible.
Trust is the cornerstone of our business. We build relationships with families over the very long term, often over several generations. The trust they honour us with is the result of our commitment to them, our integrity, our skills and our independence.
Our independence allows us to act exclusively in your interests, with integrity and impartiality. The realization of your projects and your satisfaction are our top priority.
Absolute respect for the secrets entrusted to us is the sine qua non of the trust placed in us. Discretion is the essence of our profession.
The world of investment and wealth management often requires clarification. Part of our mission is to be an educator to make it simple and intelligible.
Sustainable investment
It is an investment strategy aimed at both financial profit and utility to society as a whole. It takes “ESG” criteria into consideration when selecting companies in which to invest: those related to the environment (E), society (S) and governance (G).
The current challenges are numerous
Reduction of CO2 and greenhouse gas emissions, ocean pollution, water scarcity (« blue gold »), depletion of natural resources, the fight against excessive deforestation, biodiversity and the protection of flora and fauna, etc.
human rights, prohibition of child labour, reduction of discrimination between men and women, protection of privacy, consumer protection, health and safety, harassment at work…
fight against corruption and fraud, composition and independence of the board of directors, transparency, whistleblower policy, respect for the rights of minority shareholders, etc.
Reduction of CO2 and greenhouse gas emissions, ocean pollution, water scarcity (« blue gold »), depletion of natural resources, the fight against excessive deforestation, biodiversity and the protection of flora and fauna, etc.
human rights, prohibition of child labour, reduction of discrimination between men and women, protection of privacy, consumer protection, health and safety, harassment at work…
fight against corruption and fraud, composition and independence of the board of directors, transparency, whistleblower policy, respect for the rights of minority shareholders, etc.
A study carried out in 2015 by Morgan Stanley and covering 10,000 funds concluded that funds invested according to ESG criteria performed better than funds invested in a less sustainable manner. This therefore calls into question the idea that a choice should be made between positive societal action and a good return.
The founder
Pierre-Emmanuel Laurant founded Phoenix Capital in June 2017 after a professional career as a corporate lawyer (Linklaters) then banker (BNP Paribas Fortis), first in the field of mergers & acquisitions, then as a private banker and wealth manager. He has had a passion for financial markets for more than 25 years.
He graduated with a Master of Laws at the Catholic University of Louvain, which he completed with a Master of Laws (LLM) in business law at New York University, a Master in Finance at the Institut Catholique des Hautes Etudes de Commerce (ICHEC), and a Master in Business Management at Solvay Business School.
This university education followed by a multidisciplinary professional experience enables him to grasp all the issues related to wealth advice.
Our network
By being active in the field of finance and wealth management throughout our career, we have built up an extensive network of experts active in this sector: bankers, wealth managers, investment fund managers, life insurance companies, lawyers, notaries, tax advisors, chartered accountants, art experts, private equity and real estate professionals, … We can thus offer our clients the benefit of this network to accompany them in the best possible way according to their needs or, if they prefer, work in collaboration with their own advisors.
Solutions
We will put in place the most appropriate strategy to preserve and grow your wealth. This daily challenge requires a perfect understanding of your family, your business, your financial risk profile, your objectives and your concerns in order to offer you the optimal solution.
Wealth
structuring
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Family
Office
Concept
The concept of family office originated in the United States in the 19th century when wealthy families established specific structures on their behalf to control certain aspects of their wealth management and to defend family interests.
Today, many families wish to entrust the supervision of their assets to external family offices. Indeed, as they are often multi-banked, they find themselves faced with a multitude of managers and private bankers who do not have a global view of their wealth situation. They therefore feel the legitimate need to be assisted in an objective and independent manner in relation to all the assets that make up their assets. This is the service we offer.
Added Value
Why use the services of a Family Office?Support
We follow your private affairs on a daily basis, accompanying you in the preservation and growth of your wealth and in its transmission, while protecting you from numerous external solicitations.
Freedom
Being able to relieve you of all or part of the management of your administrative tasks will allow you to gain peace of mind and devote your time to more rewarding activities (family, travel, leisure, sports,..).
Tailor-made
Benefit from a complete service that is tailor-made with your family and for your family.
Consolidation
By acquiring a consolidated view of all your assets, you will gain better control and reduce costs and complexity.
Availability
Whatever problems may arise concerning the family patrimony, we are always there to assist you in all circumstances and answer your questions.
Privacy
A dedicated family office ensures the best protection for your privacy and the security of your financial information.
Our tailor-made services
Our services are tailored to your needs and can include, among others:
- Supervision and coordination of various service providers involved in the management of your affairs (lawyers, tax specialists, accountants, notaries, real estate agents, etc.).
- Dealings with insurers and bankers: monitoring of relations, negotiation of tariffs (transaction fees, custody fees, credit conditions, etc.).
- Detailed analysis of the overall family and property situation and the terms and conditions of ownership.
- Drawing up a consolidated inventory of all your assets (real estate, securities portfolios, private equity, art collections, etc.) at regular intervals, taking into account the sum of assets and liabilities.
- Search for the best investment opportunities in unlisted assets (real estate & private equity), support in the implementation of the investment (direct or club deal) and monitoring at regular intervals.
- Assistance on legal, tax and administrative aspects relating to the acquisition, holding and transfer of a collection of works of art.
Our tailor-made services
Our services are tailored to your needs and can include, among others:
- Supervision and coordination of various service providers involved in the management of your affairs (lawyers, tax specialists, accountants, notaries, real estate agents, etc.).
- Dealings with insurers and bankers: monitoring of relations, negotiation of tariffs (transaction fees, custody fees, credit conditions, etc.).
- Detailed analysis of the overall family and property situation and the terms and conditions of ownership.
- Drawing up a consolidated inventory of all your assets (real estate, securities portfolios, private equity, art collections, etc.) at regular intervals, taking into account the sum of assets and liabilities.
- Search for the best investment opportunities in unlisted assets (real estate & private equity), support in the implementation of the investment (direct or club deal) and monitoring at regular intervals.
- Assistance on legal, tax and administrative aspects relating to the acquisition, holding and transfer of a collection of works of art.
Our social responsibility
We believe that your assets can have a positive impact on society and the environment. We help you generate such an impact based on your wishes and the investment themes you care about.
By targeting companies that have a positive influence on society and the environment, we have found that this leads to a better financial performance of your investments.
To ensure that your assets contribute to this positive impact:
Sustainable investment
It is an investment strategy aimed at both financial profit and utility to society as a whole. It takes “ESG” criteria into consideration when selecting companies in which to invest: those related to the environment (E), society (S) and governance (G).