Private Investors
CapitalatWork is focused on discretionary investment management. Opposed to advisory investment management, where the client is always consulted and continuously interferes in the investment process, discretionary investment management stands for clarity and transparency. Via a contract of discretionary investment management, the client delegates the responsibilty of the management of his investment portfolio to CapitalatWork.
This contract stipulates clear and transparent rules of which the most important is the investment allocation of his portfolio. Asset allocation is the amount of investments of the client’s portfolio that are invested in bonds and equities. The choice of the amount to be invested in bonds or equities is key in determining the risk profile of a client. It is in fact the most important decision a client needs to make based upon his own financial situation, taking into account investments and liabilities.
CapitalatWork also offers Estate Planning services that will allow our clients to further optimize their estate. This means optimizing their investments (investment portfolio, real estate, other investments) and liabilities (credits, inheritance taxes, etc...).
By entrusting your capital to CapitalatWork, you will gain direct access to the knowledge of our professionals, who will make sure that you work in the most efficient way, relieving you of the worry and allowing you to do other things that are also important to you.