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Wealth Management

Serving the most
complex situations

Discover our wealth management services tailored for the most intricate scenarios. Our index-based approach adapts to all your needs in wealth structuring.

Whether you're a company director, planning your succession, or if your financial situation requires the implementation of sophisticated structures, a dedicated wealth manager will assist you in establishing a customized investment solution.

Book an appointment now, at your home or in our offices.

Book an appointment

Let yourself be guided with complete confidence

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Private Manager

Service is our constant priority. You and your family have access to a dedicated wealth manager who centralizes your requests, works with you to develop a financial plan, manages your portfolio, and assists you in structuring your wealth and estate planning.

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Personnalized trainings

Financial education is essential for everyone. In addition to our online educational materials, you and your family can benefit from private financial training sessions tailored to your needs.

Private Managers

Ensure the full management of your wealth

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For you and for your company

We manage your financial assets comprehensively, taking into account both your personal and professional holdings.

We implement an optimized wealth structuring strategy between you and your company to reduce tax burdens when possible and maximize the growth of your capital, both professional and personal.

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For a smooth transmission

We assist you in establishing plans to ensure the optimal transfer of your financial assets to your children and grandchildren.

We identify the best way to transfer your assets, whether through a donation, a pacte adjoint, a usufruct-bare ownership structure, or another form of capital transfer.

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For complex situations

We analyze your personal situation and adjust your wealth structuring to fit your family and financial specificities.

We open accounts for companies, joint ownership arrangements, minor children, usufruct-bare ownership divisions, and foundations.

Take advantage of our competitive rates

From €250K to €1M 0,50% /yr incl. VAT
From €1M to €2,5M 0,45% /yr incl. VAT
More than €2,5M 0,40% /yr incl. VAT

Request an audit of your portfolio

Has your manager at your private bank not achieved the desired returns? Then it is high time to request an audit of your investment portfolio.

Easyvest offers you a free detailed comparative analysis of your portfolio. This provides a critical and objective view of your current asset management.

Ask an audit

Join 3.838 satisfied customers

We already manage €271 million for them.

Testimonial client Estelle Easyvest

The index-based approach of Easyvest quickly won me over, and I didn’t hesitate to leave my private bank.

Estelle, 48 yo

Testimonial client Catherine Easyvest

I'm preparing for my retirement in a tax-efficient way by investing the cash of my company.

Catherine, 45 yo

Testimonial client Elisabeth & Pierre Easyvest

We have a joint account aiming at generating an automatic annuity while preserving our capital.

Elisabeth & Pierre B., 66 yo

Testimonial client Michel Easyvest

I have a family investment account used to progressively pass on my estate to my children.

Michel R., 68 yo

Maximize your performance on the long term

Historically, the index investment approach tends to outperform traditional Belgian managers across all risk profiles.

How do we calculate performance?
Total return 0%
Annualized return 0%
Déc 2013
Jan 2021
Easyvest is a brand of Easyvest NV/SA (No. 0631.809.696), authorized and regulated by the Belgian Authority for Financial Services and Markets (FSMA) as a portfolio management company and as a broker in insurances, with registered office at Rue de Praetere 2/4, 1000 Brussels, Belgium. Easyvest Pension Fund (abbreviated to Easyvest OFP) is a professional pension organisation approved by the FSMA (No. 1011.041.490) and domiciled at the same address. Copyright 2025 EASYVEST NV/SA. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss.