Monitoring your wealth takes a lot of time, attention and know-how. Which is precisely why we offer KBC Wealth Management Service Plus. 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.
Half-yearly analysis and discussion
Twice a year, we carry out a detailed analysis of your investment portfolio and invite you to a comprehensive discussion.
A broad look at your wealth
You get wealth management advice with a view to inheritance planning and preparing for retirement.
Your wealth is worthy of our care and attention
Wide-ranging wealth management advice
Wealth management advice is at the heart of KBC Wealth Management Service Plus. 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.
- At least twice a year, we do a thorough 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.
If your preference lies in socially responsible investments, then that's something that we excel in! Be sure to ask about our sustainable investments.
Monitor your investments when and where you want
KBC Invest is our online app for monitoring your investments on your tablet or PC, giving you detailed insight into your investment portfolio:
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.
A broad look at your wealth
You'll be wanting to accumulate wealth by making investments, but will also be looking a bit further into the future. When you do, you can rely on more than investment advice alone, because we maintain a broad view of your wealth.
If you want to find out how best to prepare for retirement, you'll certainly be interested in our info evenings! You'll maybe also have wondered how best to pass your wealth on to the next generation, in which case our inheritance adviser will be glad to look into that for you.
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 also affects the investment decisions you take. 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. You'll also find a lot of info about the stock markets in our KBC Invest app.
We take extra special care of you
Choose KBC Wealth Management Service Plus, for that little extra from us.
- You pay no management fee or card fee for a KBC Plus Account and KBC Gold Credit Card 1 (met KBC Flex Budget)
- We give you free KBC Asset Insurance2.
- And, every year, we surprise you with a few nice little gifts and packages.
The KBC Wealth Management Service Plus 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 Plus can do for you? Then just get in contact with us. We'll be happy to help.
2You must have a KBC Custody Account. KBC Asset Insurance is a product from KBC Insurance, Professor Roger Van Overstraetenplein 2, 3000 Leuven, Belgium, VAT BE 0403.552.563, RLP Leuven, IBAN BE43 7300 0420 0601, BIC KREDBEBB. Company licensed by the National Bank of Belgium, de Berlaimontlaan 14, 1000 Brussels, Belgium, for all classes of insurance under code 0014 (Royal Decree of 4 July 1979, Belgian Official Gazette of 14 July 1979).