Asset Management
Your assets are in good hands
By entrusting your assets to us, you gain direct and transparent access to our investment specialists’ knowledge. Our team will inform you personally and on a regular basis about our investment strategy. We are happy to share our expertise with you through our frequent information events.
Our experts
offer
you personal
guidance
at every stage
Our approach
How do I get started with asset management?
Before we start working on your assets, we will first sit together around the table. CapitalatWork is not a classic investor. We are not here to answer ‘yes’ to all your questions. We invite you to ask critical questions. In this way, we will discover together how we can serve you even better and develop a lasting engagement.
You have the assets, we have the worries
Our asset management is discretionary. That means you do not have to worry about your assets. We make choices that represent your interests and are within the agreements we clearly discussed with you beforehand. Discretionary asset management means that we also look out for your feelings.
Long-term vision
We invest in shares, bonds and cash. For over 26 years, we have consistently applied our investment philosophy. In consultation with you, we will assess which profile suits you. We do everything we can to protect your assets. We stand for value creation in the long term.
Testimonials
"Ten years ago, I inherited a large sum of money. I had no idea how I was going to handle this. Thanks to my lawyer, I found my way to the MBA Investment asset manager. Since then, I no longer have any concerns about the value and the safety of my money."
"We have made the decision to transfer our portfolio to MBA Investment. We are impressed by the investment vision of MBA Investment, your personal expertise, the policy and of course the returns. These are our reasons for choosing you. Of course, we will evaluate the relationship and performance every year. I hope for a strong and pleasant cooperation that will meet mutual expectations."
"I have been a client for more than two years now. I am satisfied with the general atmosphere at MBA Investment. The culture can be compared with that of a family business. Communication is simple and clear; there is a no-nonsense attitude. As a client, you feel that your assets are in good hands. There is a good follow-up of my file and that gives me a lot of confidence."
SICAV
We offer you a limited but comprehensive range of private investment compartments. These compartments are essential to discretionary asset management. Through our transparent valuation methodology and consistent investment processes, we guarantee you the best results. We do not believe in building your assets by choosing external funds based on good historical returns.
We make the difference
We are committed to active asset management. Our financial experts closely follow the global market and provide you with insight into your investment portfolio at all times. After all, every transaction in your portfolio or in our sicav implies some form of active management. This may be about the choice of a particular share or a specific bond, but this is just as much about the allocation between the different asset classes, currencies, sectors, etc. This, coupled with 100% transparency, makes MBA Investment a unique asset manager.
