Wealth Planning
Dedicated to fully understanding your financial situation, we extend high-quality, specialist services to our clients, creating personalized, long-term opportunities to preserve and grow your wealth.
Our team has three fields of expertise:
International wealth planning & structuring
International tax planning & structuring
Advanced financial engineering
Asset management
Supported by close cooperation between our private bankers and portfolio managers, we offer our private and institutional clients a selection of roughly 50 investment funds, covering the main themes and asset classes.
Operating from two of the group’s management companies: Kredietrust Luxembourg and KBL Richelieu Gestion in France
Managing nearly €4 billion
45 dedicated professionals across Europe
Global markets
Helping to streamline our services through enhanced technology and connectivity, our Global Markets team provides our clients with:
Privileged market access
High standards of market reactivity and execution
Proactive and tailored advice & reporting
Institutional and professional services
Completing the wealth management value chain by positioning the group as a true “one-stop shop,” our Institutional & Professional Services team offers clients in-depth knowledge of trading and brokerage on:
Equities
Bonds
Third-party funds
Money market instruments
Currencies (Forex)
Structured products
Precious Metals
Investment
With a customized financial approach, you choose the level of involvement in the management of your portfolio.
Our active investment approach is founded upon strong investment convictions, while portfolio composition is driven by a transparent process – prioritizing wealth preservation by limiting downside exposure.
Insurance
Among other solutions, the contracts offered by our group allow you to prepare your retirement and transfer your wealth, benefiting from an advantageous tax framework.
Luxembourg legislation allows policyholders to benefit from a “super privilege,” and KBL epb has partnerships with three insurance companies recognized in Luxembourg.
Credit
At KBL epb, we understand that, even while possessing significant capital, our clients may require liquidity solutions in order to seize significant opportunities.
We also recognize that portfolios can benefit from careful leveraging in the form of debt finance. We therefore offer secure credit, a reflection of our global wealth-management approach.
Whatever your investment objective - including investing in real estate, equities or fine art – KBL epb is your trusted partner.