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.
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
Wide-ranging wealth management advice
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).
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.
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.