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About Us

With years experience, our in-depth ‘know how’ means we are well placed to provide effective solutions.

Consultation

Contact Info

  • Chau. de Vleurgat 273, 1050 Ixelles, Belgium
  • info@gefip-holding.com
  • Week Days: 08.30 to 16.30 Sunday: Closed

Wealth Management

SINCE 1999
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GEFIP HOLDING

With years experience, our in-depth ‘know how’ means we are well placed to provide effective solutions.
We are an independent financial institution, built by entrepreneurs three generations ago, and focused on helping other entrepreneurs, high-net-worth individuals and families effectively meet the challenges they face.Our tailor-made global asset allocation and portfolio management services are built around your unique investment profile and needs. We build long-term solutions that balance wealth preservation and capital appreciation, while always working towards your objectives.Our client-oriented approach to wealth management is holistic, and built on long-term, productive and trusting relationships.Our offering revolves around the following pillars:
  • Investment Approach
  • Portfolio Management
  • Research
Contact Us

Chau. de Vleurgat 273, 1050 Ixelles, 1138 Belgium
info@gefip-holding.com
Wealth Management

GEFIP HOLDING

Investment
Approach
Portfolio
Management
Research
Management

We listen
and work together

Investment Approach
  • Your objectives guide our investment strategy. We build dedicated portfolios that balance capital preservation and appreciation, always working towards your specific financial targets. You are unique. Your investment portfolio should be too….
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Research
  • The success of our approach to identifying and selecting investment ideas depends on understanding you and the environment you operate in. The markets our clients live and work in are dynamic, and so are we. We create value for our clients and give them the insight they need to operate successfully...
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Portfolio Management
  • Portfolio management doesn’t need to be complex and bureaucratic. We are flexible, building our service on productive relationships and a disciplined approach to portfolio advisory and asset management, coupled with more than five decades of track re…
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Invesment Approach

As private bankers for entrepreneurs and their families, our success is built on adapting to a changing world and always focusing on being a source of stability and trust for our clients.Our independence makes us a reliable partner that is always free to focus completely on solving the problems our clients face.Our values underpin everything we do and help guide our investment approach:

Access

Our open, client-oriented architecture means that our clients can always access a broad range of investment opportunities globally.From listed to private financial products, we carefully vet and curate our clients’ investment portfolios without any conflict of interest. We focus on capital preservation.

Personalized

We support each and every one of our clients as they pursue their own investment objectives, using tailor-made frameworks based on their investment style and risk appetite.We’ll provide you with customized discretionary, advisory and execution-only investment solutions. We are skilled across all asset classes, globally, distilling over five decades of success into investment strategies that turn objectives into results.

Connected

As well as our knowledge and insight, our clients always benefit from robust execution capabilities. Our broad and comprehensive network of investment specialists and resources are always on hand to boost our capabilities.

  • Investment Strategy

    Every client is unique. Our independence allows us to treat you that way.We create tailor-made investment strategies that always work towards your goals. We always start with your current, specific situation, your risk tolerance and appetite and your personal requirements.We take all of this information and work with you to draw up the appropriate and corresponding investor profile. Collaborating at every stage of the investment process means every aspect of our investment relationship is transparent and focused.Whether you are funding your retirement, preparing for a major purchase or laying the foundations for your children’s education, our tailored approach always balances wealth preservation and capital appreciation.

  • Investment Philosophy

    Building the right investment strategy requires discipline, skill, adaptability and effective risk management.We give our clients all of this, but what makes us unique is our innovation and our commitment to ensuring stability and continuity.GEFIP HOLDING was built by entrepreneurs and our success since then results from being understanding, trustworthy and committed partners to high-net-worth individuals, business owners and families globally.We focus on capital preservation, trust and long-term risk-adjusted performance, allowing us to safeguard our clients’ wealth. But we are not complacent – we grow your capital through hard work, dedication and systematic portfolio management.To discuss how we can support you, contact our investment team today

Portfolio Management

We create value for our clients and give them the insight they need to operate successfully.

This requires more than just our decades of track record, expertise and wealth management experience; it requires actionable market intelligence, insight and idea generation.

We constantly monitor global financial markets, providing the basis of our advice and investment ideas. We have strong convictions, but we never let them get in the way of facts. Our collegial approach is based on team-based decision making, which allows ideas and insight to emerge organically from every part of the business.

Our research team focuses on macroeconomic strategy, covering developed markets and emerging markets, while identifying and analysing investment opportunities across:

           1. FX/currencies

           2.  Equities

           3. Fixed income

           4. Equity-linked/convertible bonds

           5. Investment funds

           6. Multi-asset class investment strategies.

Our in-house research fuels our innovative strategies, for every asset class, region and sector, and allows us to add the most value to our clients’ lives.

We don’t keep it a secret though. 

We can help you turn insight into results. Talk to a member of our research team today.

  • Discretionary

    The investment advice we provide allows entrepreneurs and families to preserve their assets and ensure the prosperity of future generations.We never take this responsibility lightly. As entrepreneurs ourselves, we understand exactly how important world-class investment advice is to the creation of legacies and continued success of families across several generations.A Discretionary Portfolio Management mandate allows us to take care of all your investment decisions for you. Of course, the ultimate choice remains yours, and we build, optimize and monitor your portfolio based on the investment strategy agreed with you.You’ll never be in the dark; our clear and transparent reporting framework ensures you always know the status and performance of your portfolio.

  • Advisory

    Bolster your decision making with our expertise and insight.Our Advisory Portfolio Management mandate keeps you in full control of your portfolio, but we do all the heavy lifting for you. We analyse your situation, objectives and risk appetite and transpose them into actionable investment ideas and recommendations across all asset classes.We keep you up to date with the latest trends and market developments, and we work with you to decide what actions best work towards your goals.We regularly review your portfolio and your strategy together with you, ensuring they remain optimized towards you and your objectives.

  • Execution Only

    Seamless and efficient trading across multiple asset classes. Our Execution-Only Management mandate allows you to benefit from all the advantages and flexibility from our global financial infrastructure and digital platforms. Our product and asset class specialists work with you to create and monitor your portfolio. GEFIP HOLDING securities trading services and product shelf include equities, bonds/fixed income, investment funds, ETF, derivatives, FX and structured products. To learn more about our approach to portfolio management, contact our investment management team today.

Contact us today and make an appointment

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