KBC Wealth Management Service Smart

Effective investment? Help is at hand!

KBC Wealth Management Service Smart

Effective investment? Help is at hand!

Systematic monitoring

We monitor your investment portfolio, watch out for possible risks and let you know when good investment opportunities come up.

Annual analysis and discussion

Every year, we carry out a detailed analysis of your investment portfolio and invite you to a discussion of all its aspects.

We advise; you decide

You hold the reins. We give you our advice, and you take the investment decisions, based on a sound foundation.

Your wealth is worthy of our care and attention

Monitoring your wealth takes a lot of time, attention and know-how. Which is precisely why we offer KBC Wealth Management Service Smart. The service includes effective wealth management advice and personal guidance, tailored exactly to you, all year round. And you benefit from a number of extra services and advantages.

Wide-ranging wealth management advice

vermogensadvies en beleggingsadvies

Wealth management advice lies at the heart of the KBC Wealth Management Service Smart. Because we're aware of every aspect of your investment portfolio, we're able to give detailed advice, providing you with a firm foundation for taking investment decisions.

  • A team of specialists monitor your wealth in structured manner the year round.
  • We watch out for potential risks.
  • We contact you if opportunities arise.
  • You get personal guidance and advice. Out investment advice aims to keep your portfolio balanced.
  • Every year, we carry out a detailed analysis of your investment portfolio. You're given a detailed report and we invite you to a personal discussion meeting.
  • We make specific investment proposals tailored to your situation. 

Monitor your investments when and where you want

KBC Wealth Management Service Smart is full of benefits – digitally as well. KBC Invest is our online app for monitoring your investments on your tablet or PC, giving you detailed insight into your investment portfolio:

  • powerful portfolio and exposure analyses
  • exclusive notifications of opportunities and risks
  • explanatory background info

Plus, KBC Invest gives you the chance to react to the market and sign investment proposals online, no matter where you are. Even from the comfort of your own home.

Relevant info on the world of investments

You don't just want to know how your own investments are doing, you want to be up on the markets and the world of economics in general: because that affects the investment decisions you should be taking. Our team of experts keep tabs on the latest financial news and give you clear, no-nonsense run-downs, which are shared with you in exclusive news reports and our Strategie & Accenten (Strategy & Focus) magazine, which is also available for tablet. 

KBC Plus Account and KBC Silver Credit Card included

Choose KBC Wealth Management Service Smart for that little extra from us. You pay no management fee or card fee for a KBC Plus Account and KBC Silver Credit Card* (with KBC Flex Budget).

Sustainable investments

If you prefer to concentrate on socially responsible investments, then that's something that we excel in! Be sure to ask about our sustainable investments.  

Practical details

The KBC Wealth Management Service Smart is contractual and a fee is charged. The service is intended for clients with invested assets amounting to 25 000 euros or more.

Want to find out what KBC Wealth Management Service Smart could do for you? Then just get in contact with us. We'll be happy to help.

More info

Attention, borrowing money also costs money

The KBC Silver Credit Card and KBC Gold Credit Card are credit cards issued by: KBC Bank NV, with registered office at Havenlaan 2, 1080 Brussels, Belgium, VAT BE 0462.920.226, RLP Brussels, FSMA 026256 A.

KBC Flex Budget is an open-ended credit facility linked to the KBC Silver Credit Card, KBC Gold Credit Card or KBC Platinum Credit Card and used as an additional means for drawing credit.

Lender and credit card issuer: KBC Bank NV. Subject to your card or credit application being approved by KBC Bank NV.

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Socially responsible investments

  • Investing in a better society
  • A livable world for future generations
  • Return in line with the market
Socially responsible investments
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