Invest by yourself? Together with us? Or leave the management of your portfolio entirely to KBC Private Banking? However you want to invest, you’re always in charge. Because we offer you not one but three ways to do it. You choose the investment approach that suits you best or combine several of them.
Option 1: you decide, we advise
You can count on our advice for the management of your portfolio, but no decisions are taken without your permission. This way, you keep your hands firmly on the wheel while fully benefiting from KBC Private Banking’s expertise and innovation.
Our starting point for compiling the portfolio is always the KBC Investment Strategy. On top of that, we draw on a comprehensive range of investment products, from KBC funds and funds offered by renowned external asset managers to individual shares and bonds. A good balance between return and risk is crucial here.
Option 2: we do the managing for you
Would you like us to manage your investment portfolio for you? In that case, you can rely on Comfort Portfolio Service. Our expert compiles a diversified portfolio based on agreements made in advance and in accordance with your risk profile.
Even though you’re entrusting your portfolio to us, this approach still offers you all sorts of possibilities. You decide whether you prefer a fund with or without floor monitoring, for instance, or a portfolio consisting exclusively of socially responsible investments. You can also opt to have your assets managed in part through an investment-type insurance product (‘class 23’). That way, you ensure you’re not putting all your eggs in one basket in tax terms either.
Option 3: you decide and then act
Do you want to keep tight control over your investment portfolio? If so, Bolero – KBC Securities’ online platform – is just right for you. Not only do you take all the decisions, you execute them yourself too.
You invest entirely autonomously, but you still have a sounding board if you want one. If you’d like a second opinion, our private banker and advisers are here to help you.
Crystal-clear reporting for every investment approach
KBC Private Banking is also where you need to be for transparency and reporting. Whichever investment approach you choose, KBC Invest enables you to track the performance of your investments in full. Wherever and whenever it suits you, on your computer or tablet. Or simply via KBC Mobile.
Invest alone, together or leave it to us? Come and see us.
To benefit from the Private Banking service and become a Private Banking client, you sign the Global service agreement. This Global service agreement is an agreement between you, the client and KBC Bank NV, acting in this matter through its KBC Private Banking branch. This agreement lays down the services that you can expect from your KBC Private Banking branch and determines the rules governing your relations with KBC Bank.