Waterloo Asset Management
Waterloo Asset Management is a privately held, CSSF-regulated Luxembourg wealth manager and family office serving high-net-worth individuals and families in Belgium and Luxembourg through discretionary asset management, investment advisory, and wealth structuring services centered on its 5-star Morningstar-rated Waterloo Global Flexible fund.
- Company typePrivate
- Founded2016
- HeadquartersWaterloo, Belgium
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Waterloo Asset Management does
Waterloo Asset Management is a privately held, Luxembourg-domiciled wealth management and family office group serving high-net-worth individuals and families across Belgium and Luxembourg. The firm operates through two legal entities: Waterloo Asset Management SA, headquartered in Luxembourg and authorized by the CSSF as a Gérant de Fortune (Establishment Authorization n° 22/16), and a Belgian branch office located in Waterloo Office Park. Its service platform spans three lines: discretionary asset management, family office and wealth structuring services, and investment advisory, all delivered through dedicated relationship managers providing tailored, long-term support.
The firm's core investment product is the Waterloo Global Flexible fund, a flexible global equity strategy managed through a conviction-driven investment committee approach. The fund has earned a perfect 5-star Morningstar rating over five consecutive years, providing the primary performance credential for client acquisition. The investment committee comprises eight members including Chief Economist Mikael Petitjean (doctorate in management sciences, FRM and CAIA credentials, UCL professor) and Head of Investment Frédéric Steinkuhler (nearly 25 years of wealth management experience). Asset allocation emphasizes diversification through recognized third-party management companies alongside direct equity selection.
Waterloo Asset Management generates revenue through recurring fee-based mandates, including discretionary management fees on the Waterloo Global Flexible fund and bespoke family office retainers. The go-to-market is relationship-led, supported by content marketing through market analysis publications featuring the firm's chief economist and head of investment. The firm employs between 11 and 50 people across its two offices and maintains an organizational structure comprising a direction team, investment committee, relationship managers, and support staff. No revenue, AUM, or ownership disclosures are publicly available.
Waterloo Asset Management firmographics
Firmographics- Name
- Waterloo Asset Management
- Legal name
- Waterloo Asset Management
- Website
- https://waterloo-am.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Waterloo Asset Management is a privately held, CSSF-regulated Luxembourg wealth manager and family office serving high-net-worth individuals and families in Belgium and Luxembourg through discretionary asset management, investment advisory, and wealth structuring services centered on its 5-star Morningstar-rated Waterloo Global Flexible fund.
- Ownership category
- akta.pro rank
Waterloo Asset Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industries
- Discretionary Portfolio Management (Retail) (FSAAAAAH), Large-Cap Equity (Active) (FSAAAIAA)
Keywords
Where Waterloo Asset Management is headquartered
LocationHeadquarters
- HQ city
- Waterloo
- HQ country
- Belgium
- HQ region
- Europe
Offices2 records
Markets served
Waterloo Asset Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Discretionary Asset Management: Long-term wealth development through asset allocation and tailored investment solutions. Diversification through recognized management companies with established expertise.
- Family Office & Wealth Management: Comprehensive family office services including wealth structuring, management, and transmission planning for wealthy families.
- Investment Advisory: Advisory services on investment decisions and portfolio construction.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
Waterloo Asset Management product offering
Product offeringCore offering
Waterloo Asset Management provides discretionary asset management, investment advisory, and comprehensive family office services to high-net-worth individuals and families. The firm delivers tailored asset allocation, wealth structuring, intergenerational wealth transmission, and personalized portfolio management through dedicated relationship managers, with a flagship Waterloo Global Flexible fund earning a perfect 5-star Morningstar rating over five consecutive years.
Product overview
Waterloo Asset Management is a specialized asset management and family office group offering a comprehensive suite of wealth services. The firm operates a platform-plus-services model comprising three core offerings: (1) Asset Management through the Waterloo Global Flexible fund, a 5-star Morningstar-rated flexible equity strategy managed with deep-conviction stock selection; (2) Family Office & Wealth Management for families seeking holistic wealth management, structuring, and intergenerational transmission support; and (3) Investment Advisory providing high-value customized consulting. The investment approach is driven by a dedicated investment committee conducting macroeconomic research and portfolio strategy analysis, with key experts including Chief Economist Mikael Petitjean and Head of Investment Frédéric Steinkuhler.
Differentiator
Problem solved
Functional benefit
Products and services
- Waterloo Global Flexible
Quantifiable outcome
- 5-star Morningstar rating over 5 consecutive years for Waterloo Global Flexible fund
Companies that use Waterloo Asset Management
Customer profileSegments1 record
Ideal customer profiles1 record
Waterloo Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Waterloo Asset Management partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights4 records
Waterloo Asset Management competitors and assessment
Company assessmentRegional players
- Banque de Luxembourg: Luxembourg-based private bank providing wealth management, family office and fund services to HNW families, sharing Waterloo's regulatory jurisdiction and client base.
- Puilaetco (Quintet): Belgian private banking arm offering wealth and asset management to HNW clients, competing in the same Belgium/Luxembourg territory as Waterloo.
- Delen Private Bank: Belgian private bank focused on discretionary asset management and wealth transmission for wealthy families, a close competitor in Waterloo's home market.
- Degroof Petercam (Banque Degroof Petercam): Belgium-based private bank and asset manager serving HNW clients and families with discretionary management and wealth structuring, directly overlapping Waterloo's core market and offering.
- Capital at Work Foyer Group: Belgium/Luxembourg independent wealth manager providing discretionary management to affluent and HNW clients, directly competing in Waterloo's markets.
Broad incumbents
- Quintet Private Bank: Luxembourg-headquartered European private bank offering discretionary management and advisory to wealthy clients, a larger incumbent overlapping Waterloo's services.
- Lombard Odier: Swiss private bank offering wealth and asset management and family office services to wealthy clients, a larger incumbent in the same category as Waterloo.
- Edmond de Rothschild: Established European private banking and asset management group serving HNW/UHNW clients with bespoke wealth and family office services, broader in scope than Waterloo.
Direct peers
- Mirabaud Group: Boutique private banking and asset management house serving HNW families across Europe with discretionary and advisory services, closely comparable to Waterloo's boutique model.
- Pure Capital: Luxembourg-based independent asset manager and fund manager serving private and institutional clients, a close boutique peer in the same jurisdiction and offering.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
Waterloo Asset Management social profiles
Digital presenceWaterloo Asset Management compliance and trust
Trust signalCompliance1 record
Waterloo Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Waterloo Asset Management leadership team
Management profileNumber of profiles
Profiles13 records
Waterloo Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Waterloo Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Waterloo Asset Management
What does Waterloo Asset Management do?
Waterloo Asset Management provides discretionary asset management, investment advisory, and comprehensive family office services to high-net-worth individuals and families. The firm delivers tailored asset allocation, wealth structuring, intergenerational wealth transmission, and personalized portfolio management through dedicated relationship managers, with a flagship Waterloo Global Flexible fund earning a perfect 5-star Morningstar rating over five consecutive years.
Is Waterloo Asset Management a public or private company?
Waterloo Asset Management is a private company. It is classified as unknown and is currently operating.
When was Waterloo Asset Management founded?
Waterloo Asset Management was founded in 2016. It employs 11 to 50 people.
Where is Waterloo Asset Management based?
Waterloo Asset Management is headquartered in Waterloo, Belgium, in the Europe region.
How does Waterloo Asset Management make money?
Three revenue lines are on record. Discretionary Asset Management is the primary driver. The others are family Office & Wealth Management and investment Advisory.
Who are Waterloo Asset Management's main competitors?
Regional players on record are Banque de Luxembourg, Puilaetco (Quintet), Delen Private Bank, Degroof Petercam (Banque Degroof Petercam) and Capital at Work Foyer Group. Broad incumbents are Quintet Private Bank, Lombard Odier and Edmond de Rothschild. Direct peers are Mirabaud Group and Pure Capital.
Does Waterloo Asset Management have an API?
No public API is recorded for Waterloo Asset Management.
What industry is Waterloo Asset Management in?
Waterloo Asset Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAAAAAH, Discretionary Portfolio Management (Retail). Its NAICS code is 523940 and its SIC code is 6282.