Active and adapted private asset management

These days you have no choice but to rely on trusted specialists when it comes to managing your assets. Market fluctuations, the economic climate, new products with (sometimes) hidden risks... You are completely justified in questioning these developments and in looking for ways to make the most of your portfolio as a private investor.

At Goldwasser Exchange, we have redefined our management policy to better reflect our performance commitments and to provide you with a bespoke service.You are our main concern. That is why we take the time to listen to you and always consider your objectives.From our first meeting, you will quickly understand our approach, based on your personal goals and risk profile.

We offer two types of management:

• either you put together your portfolio yourself thanks to our online bond market platform, www.oblis.be;
• or you trust us to manage your savings and all other financial transactions related to your portfolio (discretionary management). So you will no longer have to monitor, oversee or take decisions on a daily basis.

If you choose our discretionary portfolio management, we will jointly complete a management agreement, which defines your profile (conservative, neutral or active) and the best investment strategy that is eminently suited to your approach. You will enter into a privileged relationship with your portfolio manager, based on stability and trust, which has considerable benefits.

A flexible and dynamic investment policy

At Goldwasser Exchange, we mostly invest in individual stocks and bonds. Our investment policy is set out by the members of our Management Committee, who are sensitive to market movements and who closely monitor developments in the global economy. They interpret the results and will immediately amend your portfolio where necessary. This is an opportunistic management approach that selects only the most promising bonds in a computer model based on over- and under-performance and control. An added value for your investments... Rigorously transparent

Transparency is key at Goldwasser Exchange: we feel that every investor should know in what product or bond he or she is investing. At Goldwasser Exchange, there is a reason for everything and everything can be justified. A detailed overview of your portfolio, whether monthly or every six months, will give you a clear idea of its performance but also of the stocks that make up your assets.

Our goal is to put all our expertise at your disposal to manage your assets by diversifying the risk, through active and dynamic management which anticipates market trends rather than undergoing them.