Wealth management
for entrepreneurs

Wealth in your business deserves the same attention as the care with which you accumulated it. Would you like to sustain or grow the value of your assets? Our wealth management service might be the right solution. Laaken offers discretionary portfolio management on the basis of a model or customized portfolio for mandates from €1,000,000. Your portfolio is managed in the name of your company at a custody bank of your choice. Transactions are carried out by Laaken in your account.

Our investment policy

Core to the philosophy of Laaken is setting up risk and cost efficient investment portfolios. We invest directly in a selection of individual shares and bonds with a long-term horizon. Laaken has a profound understanding and a good reason to invest in each of the constituents in your portfolio.

Read more about our investment strategy

Your investment profile

Before we set up your portfolio, we establish a personal investor profile with your investment goals, level of knowledge and desired risk and return. Depending on this profile, your portfolio will follow one of our model portfolios: Defensive, Balanced or Offensive. If you have more specific investment requirements, we can fully customise your portfolio to better reflect your wishes and objectives.

Our model portfolios

Defensive Balanced Offensive

The investment objective of the Laaken Balanced model portfolio is capital growth and income generation. We invest ~60% in equities and ~40% in fixed income. The model portfolio has achieved an average gross return of 8.2% per year versus the benchmark of 5.9%.

Portfolio characteristics
Investment horizon
Minimum 5 years
Expected gross return per year
5.0%
Realised gross return per year
8.2%
Standard deviation (36 months)
10.5%
Loss in value during financial crisis in 2008
-20.8%
Outperformance vs. benchmark
79.7%
Allocation per asset class
Neutral
Bandwidth
Equities
Neutral: 60%
Bandwidth: 20 - 75%
- Global shares
Neutral: 55%
Bandwidth: 20 - 75%
- Precious metals
Neutral: 5%
Bandwidth: 0 - 10%
Fixed income
Neutral: 40%
Bandwidth: 25 - 80%
- Bonds
Neutral: 35%
Bandwidth: 20 - 60%
- Cash
Neutral: 5%
Bandwidth: 0 - 55%

Reporting

You will receive detailed monthly reporting on the performance of your portfolio and individual assets. If you wish, we may consolidate other externally managed assets such as securities deposits in our reporting, for a complete financial overview. In addition to the monthly reports, you have continuous access to your portfolio through your custody bank portal. If you would like to get in touch with your portfolio manager, we remain at your disposal to answer any of your questions. At all times, by phone, email or in person.

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Fees

The fee structure of Laaken is simple and transparent with attractive graduated rates, based on your assets under management. Laaken never accepts any fees other than the management fee. In addition to the management fee, the custody bank charges service and transaction costs for holding, buying and selling securities. These costs are settled directly with your custodian. Laaken periodically evaluates these charges in order to ensure competitive rates for our clients. Please see the table for an overview of the total estimated annual costs for various account sizes. Depending on the fiscal status of your company, you might be able to settle the VAT costs.

< € 3 mln.
€ 5 mln.
€ 10 mln.
€ 15 mln.
€ 20 mln.
Management fee
1,00%
VAT (21%)
0,21%
Custody bank costs
0,16%
Potential fund costs
0,01%
Management fee
0,92%
VAT (21%)
0,19%
Custody bank costs
0,15%
Potential fund costs
0,01%
Management fee
0,71%
VAT (21%)
0,15%
Custody bank costs
0,14%
Potential fund costs
0,01%
Management fee
0,56%
VAT (21%)
0,12%
Custody bank costs
0,14%
Potential fund costs
0,01%
Management fee
0,46%
VAT (21%)
0,10%
Custody bank costs
0,13%
Potential fund costs
0,01%
Would you like more insight in your total costs?

Make an accurate cost estimate with our calculation tool.

Open cost calculation tool

We would like to get in touch

Are you interested in our services or your options at Laaken? Please contact us.

Contact us