Wealtheon

What Wealtheon does

Wealtheon is a privately held, family-owned Belgian asset management firm (Wealtheon NV, VAT BE0423.072.032) headquartered in Brussels with secondary offices in Waregem, Belgium and Eindhoven, Netherlands. Founded in 2008 and operating with 11-50 employees, the firm is authorized and supervised by the FSMA under MiFID II frameworks and serves high-net-worth clients across the Benelux region. Wealtheon offers relationship-based discretionary wealth management services targeting four primary client segments: active entrepreneurs, next-generation/family succession planning clients, family offices, and retired entrepreneurs.

The firm's service portfolio spans personalized portfolio management and comprehensive wealth planning, supported by a proprietary fund shelf that includes Wealtheon World Equity (Protea Fund), Wealtheon Value World Equity, Wealtheon High Conviction World Equity, and the DBI-RDT Value Fund (a SICAV launched February 2022 with tax-advantaged Belgian DBI-RDT structuring). Investment decisions rely on traditional analytical approaches — fundamental, technical, and macroeconomic analysis — with exclusion-based ESG screening rather than AI/ML methods. Distribution is exclusively direct via the firm's advisory team; no third-party intermediaries or digital channels are used for client acquisition.

Wealtheon monetizes through recurring asset management fees embedded in fund NAV (1.40% ongoing charges for the DBI-RDT fund, encompassing management, administrative, and transaction fees) with no entry or exit commissions. Fund minimums of €250,000 (Class A) and €2,000,000 (Class B) position the firm firmly in the HNW segment. Operational infrastructure is supported by a network of institutional partners: CACEIS (fund administration), KBC Bank (depositary), Tiberghien (legal), and Vandelanotte-Callens (audit). No public revenue, AUM, or headcount growth disclosures are available.

Name

Wealtheon

Legal name

Wealtheon NV

Website

https://wealtheon.eu

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Short description

Wealtheon is a Belgian family-owned asset management firm serving HNW entrepreneurs, families, and family offices across Benelux with discretionary wealth management, succession planning, and a proprietary global equity fund shelf.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Wealth management
• Asset management
• Investment funds
• Portfolio management
• Family office services

Headquarters

HQ city

Brussels

HQ country

Belgium

HQ region

Europe

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Supply Chain

Revenue model

1. Asset Management Fees: Wealtheon generates revenue through asset management fees, including management fees, administrative and operational fees, and transaction fees embedded in the fund's net asset value. For the DBI-RDT Fund, ongoing charges (frais courants) are 1.40% annually, comprising management fees, administrative costs, and transaction expenses.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Wealtheon is a Belgian asset management firm that provides discretionary wealth management and portfolio management services to high-net-worth individuals and families. It offers personalized advisory services (Actieve Generatie, Volgende Generatie, Family Office, Ondernemer op Rust) and manages proprietary international equity investment funds including Wealtheon World Equity (Protea Fund), Wealtheon Value World Equity, Wealtheon High Conviction World Equity, and the Wealtheon Global Equity Value DBI-RDT Fund.

Product overview

Wealtheon is an asset management company offering a range of wealth management services and investment funds. The service offerings include Active Generation (for entrepreneurs), Next Generation planning, Family Office services, and Retiree wealth management. The investment fund portfolio includes Wealtheon World Equity (Protea Fund), Wealtheon Value World Equity, Wealtheon High Conviction World Equity, and the Wealtheon Global Equity Value DBI-RDT fund (launched February 2022). All funds focus on international equities with various strategies including growth, value, and high-conviction approaches. The DBI-RDT fund is specifically structured for the Belgian tax-advantaged DBI-RDT regime.

Differentiator

Problem solved

Functional benefit

Brands

• Wealtheon World Equity: Global equity fund managed by Wealtheon
• Wealtheon Value World Equity
• Wealtheon High Conviction World Equity
• DBI-RDT Value Fund

Products and services

• Active Generation Wealth Management Personalized wealth management service for entrepreneurs who have built a substantial investment portfolio and need guidance on deploying this capital appropriately at different stages of their career.
• Next Generation Wealth Planning Forward-looking wealth planning service focused on long-term wealth preservation and transfer to family members.
• Family Office Services Comprehensive family office services supporting families in achieving their wealth management objectives with optimal family support, acting as a partnership for family officers.
• Retiree Wealth Management Wealth management services for retired entrepreneurs who prefer professional handling of their assets, providing peace of mind and personal attention.
• Wealtheon World Equity (Protea Fund) Global equity fund offering international investment exposure across market capitalizations.
• Wealtheon Value World Equity Value-oriented global equity fund targeting companies with attractive valuations.
• Wealtheon High Conviction World Equity Concentrated global equity fund with high-conviction positions across international markets.
• Wealtheon Global Equity Value DBI-RDT Fund SICAV fund following a Dynamic Value investment strategy with DBI-RDT (Definitively Taxed Income) tax treatment in Belgium. Minimum investment EUR 250,000 for Class A and EUR 2,000,000 for Class B. Ongoing charges 1.40% per year, no entry or exit commissions.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered operational.

• CACEIS Investor Services Belgium NV/SAoperationalOthersCACEIS serves as the financial agent for Wealtheon's DBI-RDT Fund, providing fund administration and investor services including NAV publication on beama platform.
• KBC Bank S.A.operationalOthersKBC Bank serves as the depositary bank for Wealtheon's DBI-RDT Fund, holding and safeguarding fund assets as required by regulatory framework.
• Tiberghien Law Firm B.V.operationalImplementation/ SI/ Consulting PartnerProvides legal supervision for the fund structure, ensuring regulatory compliance with Belgian and European financial regulations.
• Vandelanotte-CallensoperationalOthersServes as the auditor for the fund, providing independent financial statement verification and regulatory audit services.

Scale indicators1 record

Recent moves5 records

Expansion highlights3 records

Direct peers

• Delen Private Bank: Belgian private bank and asset manager serving HNW individuals and families with discretionary portfolio management, estate planning and proprietary funds. Directly comparable to Wealtheon in target clientele (Belgian entrepreneurs, family wealth), service mix (discretionary + advisory) and product type (in-house global equity/value funds).
• Degroof Petercam: Belgian-headquartered independent wealth and asset manager with a strong entrepreneur and family-office franchise across Belgium and Luxembourg. Closely matches Wealtheon's HNW entrepreneur focus, multi-generational wealth planning services and proprietary fund range.
• Carmignac: Independent European asset manager offering actively managed global equity (including value-oriented) and multi-asset funds to retail and institutional investors. Closely mirrors Wealtheon's fund-led, active-management business model at a larger European scale.

Regional players

• Van Lanschot Kempen: Largest independent Dutch wealth manager with private banking, asset management and investment office services targeting HNW clients, family offices and foundations. Comparable business model and entrepreneur/family-officer client focus, but anchored in the Netherlands rather than Belgium.

Broad incumbents

• ABN AMRO Private Banking: Large Dutch incumbent offering private banking, wealth structuring and investment advisory to HNW individuals across the Netherlands and Belgium. Overlaps with Wealtheon in target segment and discretionary services but operates at vastly greater scale as part of a universal bank.
• KBC Private Banking: Belgian banking incumbent with a dedicated private banking and wealth management arm serving affluent and HNW clients. Overlapping target market and product set with Wealtheon, and notably also serves as Wealtheon's depositary bank for the DBI-RDT Fund.
• BNP Paribas Fortis Private Banking: Belgian arm of one of Europe's largest banking groups, providing integrated private banking and wealth management to HNW entrepreneurs and family offices. Competes with Wealtheon for the same Belgian entrepreneur segment but with broader banking, lending and cross-border capabilities.
• Argenta Private Banking: Belgian retail and private banking group with discretionary portfolio management and advisory services. Comparable in geographic focus and mid-to-upper-affluent client segment; larger scale but less specialised in UHNW family-office services than Wealtheon.

Emerging players

• Meesman Indexbeleggen: Dutch direct-to-consumer asset manager specialising in index-tracking equity funds for long-term retail and HNW investors. Comparable as a Dutch independent fund provider, though it operates a passive/low-cost model that contrasts with Wealtheon's active value approach.

Others

• Ashmore Group: Independent specialist asset manager focused on emerging-market and global value strategies, distributing via institutional and advised retail channels. Comparable to Wealtheon as an independent, non-bank active equity manager running proprietary value-tilted funds, though at much greater scale and EM focus.

Market position

Strengths1 record

Weaknesses5 records

Competitive moat4 records

Key risks2 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wealtheon