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Wealth Manager

Providing support that exceeds Wealth Management customer expectations: that is the role of Annick Schiffeleers. Every day, she listens to her customers in order to provide them with the best possible service.

A tailored offer for our premium customers

The Wealth Management offer is reserved for BNP Paribas Fortis customers with an investment capacity of EUR 5,000,000 or more. It allows them to benefit from the mainstream services of a bank, supplemented with a more exclusive approach. In addition, dedicated and exclusive services are offered to Wealth Management customers.

A tailored approach

"Every customer is unique. Experience teaches us that it is important to provide bespoke solutions, based on your level of wealth. The Wealth Manager will be a partner of choice in terms of managing your portfolio, real estate, philanthropy or investment in the broadest sense. His expertise also covers capital protection, securing the return on assets, but also the efficient allocation of risks, protecting your family and your property or structuring your private and professional assets."

A stepwise approach

"One thing is certain: our customers already take excellent care of their portfolio. Surrounded by experts, a Wealth Manager will always be able to propose new solutions that can maximise yields on your investments. My approach is therefore done in stages. The customer usually contacts us for a project that sounds simple, for example a loan. The conversation that follows often opens up doors to new and unexpected opportunities. That is where I come in with exclusive and very tailored solutions."

"There is no doubt that our added value is expressed very often in the area of investments "

Spearhead investments

"There is no doubt that our added value is expressed very often in the area of investments. In a market where conventional interest rates are at their lowest, we must proactively make clear proposals for improving our customers' portfolios. They remain in control of orders given, but they know they can rely on the expertise of our teams who respond seamlessly to questions about the risks or the possibility of not taking them. "

"Our Wealth Management customers benefit from the expertise and services that the BNP Paribas Group has to offer”

The advantages of a group

"Although it may seem like a paradox, the fact that we belong to a large global banking group allows us to better serve our local customers. Investment, insurance, structuring and loans are all areas where our Wealth Management customers benefit from the expertise and services that the BNP Paribas Group has to offer. This does not prevent us from having our own structure, differentiated from other services of the bank, in order to maintain this exclusive approach."