Want to invest by yourself or with our help? Or prefer to leave the management of your portfolio entirely to KBC Private Banking? Whatever you decide, you’re always in charge of how you invest. Choose the investment approach that suits you best or combine one or more of them.
Option 1: we manage on your behalf
If you choose Strategy Plus, we'll manage your portfolio for you, sticking exactly to the KBC Investment Strategy while taking due account of your investment profile and investment preferences. You can decide whether to go for a floor-price protection mechanism or a portfolio comprising only socially responsible investments. You also have the option of having some of your assets managed through an investment-type (‘class 23’) insurance product. That also ensures you don't put all your eggs in one basket for tax-relief purposes.
By sending you messages in KBC Mobile or in KBC Touch, we keep you constantly informed of any important action taken – due to certain events in the market – that affects your portfolio. In addition, we provide comprehensive reporting that enables you to check the status of your portfolio at any time in KBC Mobile and/or KBC Touch Touch.
Option 2: we advise, you decide
You can speak to your KBC Private Banker about placing certain emphases in your investments or investing with a specific focus. Not only that, you can keep your hands firmly on the wheel while fully benefiting from KBC Private Banking's expertise and innovation too.
Our basis for putting together the portfolio is always the KBC Investment Strategy. We have a comprehensive range of investment products, ranging from KBC funds and funds offered by renowned external asset management companies, right through to individual shares and bonds. A good balance between return and risk is crucial here.
Your portfolio is screened each day and assessed against the KBC Investment Strategy and your personal investment preferences. Based on this information, your private banker will proactively send you investment proposals. It is then up to you whether to accept them or not.
Option 3: you decide and then act
If you prefer to keep tight control over your own investment portfolio, our Bolero online investment platform is the ideal solution, with its clear share analyses and straightforward order registration. Not only do you take all the decisions, you implement them too.
Crystal-clear reporting for every investment approach
KBC Private Banking is where you need to be for transparency and reporting. You can use KBC Mobile and/or KBC Touch to track the performance of all your investments, wherever and whenever it suits you best.
Wondering whether to invest alone or with our help or whether to leave everything to us? Come and see us.
By signing the Global Service Agreement, you are able to benefit from the KBC Private Banking service and you become a Private Banking client. That agreement is concluded between you and KBC Bank. It specifies the services provided by your KBC Private Banking branch and lays down the rules governing your relationship with KBC Bank.