KBC Institutional Wealth Guidance

Investing and banking based on your organisation’s values

KBC Institutional Wealth Guidance

Investing and banking based on your organisation’s values

Maximise your return

Get a better return on your reserves with professional guidance.

Cost and risk management

Our experts have the knowledge you need. Enjoy the benefits of tax-efficient management of your assets.

Sustainable solutions

Our responsible investments mean you invest according to your vision, without compromising on return.

Your organisation grew into what it is today by following a certain philosophy, and we understand and respect that. Together with our specialised team of institutional bankers, you benefit from our knowledge, experience and a targeted approach tailored to your organisation.

Make an appointment

You can also contact us on 02 307 14 76.

Make the most of your reserves

Non-profit organisations, foundations, professional bodies and associations with significant reserves all require specific approaches. Your institutional banker knows your organisation inside out and closely monitors any financial, tax and legal developments.

They use that knowledge to develop a custom proposal for you, taking into account your cash flow needs, tax optimisation and proper risk management of your reserves.
 

Clear arrangements offer peace of mind

If you prefer to keep a hand on the wheel, you can opt for joint management of your assets. You’ll receive our advice, but you’ll make any decisions yourself.

If you’d rather leave the management entirely to us, that’s perfectly possible as well. In that case, we’ll make decisions tailored to your organisation.
 

Straightforward monitoring

Our focused approach allows you and your Board of Directors to benefit from transparent and straightforward reporting, and you can also consult your portfolio at any time using our KBC Business Dashboard.

Responsible investing

KBC is fully committed to responsible investing, or ESG investing. This means you invest in a positive way, taking into account the environment, social issues and sound governance, without compromising on return.

 

 

This approach relies upon:

  • A straightforward and strict method of selection:
    We do not invest in tobacco, thermal coal or controversial weapons.
    It also excludes conventional weapons, fur and adult entertainment.
  • The support of independent external experts:
    The Responsible Investing Advisory Board, an advisory board of independent experts, challenges our policies and provides inspiration.
  • The support of external data providers.

Five reasons to contact us:

  • A specialised partner to manage your reserves
  • Expert investment with return and risk targets
  • Clear arrangements for managing your assets.
  • Clear financial reporting for you and your Board of Directors
  • Extensive experience in responsible investing

Feel free to contact us for information

Make an appointment

You can also contact us on 02 307 14 76.