Investment Advice
For those seeking to invest alongside experts
Our advisory services are the ideal solution for those wishing to benefit from our expertise whilst maintaining autonomy over their investments.
We continuously monitor financial markets and analyse a diverse array of assets including individual stocks and bonds, mutual funds, sustainable financial instruments, private market opportunities, and more.
What we offer
Whether you prefer a one-off advisory session or continuous optimisation with an ongoing relationship, our offer is entirely flexible and tailored to meet your unique requirements and preferences.
From initiating advice on a single transaction to receiving ongoing advice on a portfolio or on your wealth as a whole, you are free to decide on the scope of our partnership.
Investment and portfolio analysis
We evaluate your existing investments and portfolios and assess each investment taking into account their level of risk, performance relative to a benchmark, fees and taxes (including transaction volumes if relevant).
Financial goals and capital projections
We discuss your goals, convictions and risk appetite to check alignment between your investments and objectives. Leveraging forward-looking projections and considering your cash flow and lifestyle variables, we forecast your future net worth and assess the probability of achieving your financial goals.
Investment advice
We consider how to optimise your investments and may recommend adjusting portfolio risk levels, prioritising top-performing and cost-efficient managers, and addressing any underperforming or unsuitable assets.
Your investor profile
First we prioritise understanding your investor profile, convictions and goals. Whether you're seeking sustainable investment products, planning for a specific investment horizon, or have unique financial objectives, we tailor our advice to align with your vision and goals.
Ongoing investment advice
We continuously monitor your portfolio's performance and allocation, advising on making any necessary adjustments. We never proceed with a transaction without your explicit consent meaning that you are always in control.
Real-time portfolio reporting
Benefit from access to our comprehensive online dashboard. We provide detailed reports and insights into key metrics, allowing you to assess the effectiveness of your portfolio at any given time.
Investment Office Services
Consolidation, monitoring and investment advisory services
Wealth consolidation
To optimise and promote the responsible growth of your wealth, it is crucial to fully understand its structure and intricacies.
Using our advanced systems and bank connections, we consolidate all of your investments, regardless of complexity, on a transactional basis. When automatic feeds are not available, Delcap handles manual entry of transactions, ensuring a precise and up-to-date view of your wealth at all times.
Initial wealth reorganisation
We assess each investment taking into account their level of risk, performance against benchmarks, fees and taxes (including transaction volumes if relevant).
Depending on the depth of this initial analysis, the first few months may be dedicated to the complete reorganisation of your wealth. Recommendations may include adjusting risk levels across portfolios, prioritising the most efficient and high-performing managers, and addressing underperforming or unsuitable assets.
Monitoring and ongoing advice
Once the data is integrated into our system, we provide continuous and real-time monitoring of your wealth as a whole.
Our systems promptly detect any excess liquidity, allocation deviations, or underperformance, ensuring that you maximise your financial potential at all times.
Advanced consolidated reporting and analyses
We recommend quarterly meetings to discuss potential improvements, backed by our specialised tools and software.
Together, we assess the quality and attribution of your investments, diversification, costs and fees of managers, banks, and products, and ensure alignment with your personal or family goals.
What we advise on
We provide expert advice on a diverse array of assets
Whether you seek an additional income stream, prioritise sustainable or socially responsible instruments, or have long-term legacy goals, we advise on a diverse array of assets. Our expertise spans individual stocks and bonds, mutual funds, sustainable financial instruments, private market opportunities, and more.
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Classic index allocation
For investors seeking broad market exposure at lower costs.
Distributing allocation
For investors seeking an additional income stream.
Sustainable/SRI allocation
For investors seeking sustainable and/or socially responsible instruments.
Private markets allocation
For investors seeking an alternative way to invest for long-term or legacy goals.
Delcap's investment advice is not classified as independent under Directive 2014/65/EU and related Belgian law. All investing involves risk, including the possible loss of money you invest. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Please read important information at the end of this page.
Consolidated group reporting
Advanced product analysis
Consolidated Private Equity reporting
Advanced portfolio reporting
Consolidated reporting
Annual strategy review
Investment and portfolio analysis
Firstly, we evaluate your existing investments and portfolios, including both Delcap and externally managed assets. We assess each investment taking into account its level of risk, year-to-date performance relative to a benchmark, fees and taxes (including transaction volumes if relevant).
Financial goals and convictions
Next, we discuss your goals for the upcoming year and beyond, exploring your evolving values, beliefs, and risk appetite. We ensure alignment between your investments and objectives and assess their progress towards their designated goals.
Capital projections
Leveraging forward-looking projections and considering your cash flow and lifestyle variables, we forecast your future net worth and assess the probability of achieving your financial goals.
Plan readjustments and optimisation
With these projections, we consider how to optimise your financial organisation. We may recommend adjusting portfolio risk levels, prioritising top-performing and cost-efficient managers, and addressing any under-performing or unsuitable assets.
Pricing
For ongoing advisory services
Our annual management fee is based on your portfolio's total value, decreasing as your Assets Under Management (AUM) grow.
For one-off advice
Pricing on demand : Prices may vary depending on factors such as the number of portfolios to analyse, the complexity of the analysis, or the urgency of the request.
We ensure transparency by excluding any portfolios or funds managed by Delcap from the total assets under advice, if applicable. This means you only pay for the services you receive, with no double counting or hidden costs.
Delcap's investment advice is not classified as independent under Directive 2014/65/EU and related Belgian law. All investing involves risk, including the possible loss of money you invest. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Past performance, including simulated performance, is not a reliable indicator of future performance. Delcap is authorised and regulated as a portfolio management and investment advisory firm. We do not provide tax, legal or financial planning services and strongly recommend that you consult a qualified professional prior to making any investment decisions.
Contact us
Interested in learning more about our services?
We'd be delighted to arrange a call at your convenience.