Wealth.
Our team combines knowledge, experience, market data and mathematical tools to optimise the long-term development of your investment portfolios.
We work differently, as we look for the best managers of liquid funds and illiquid funds (Private Equity, Real Estate, Private Debt and Infrastructure). We proactively research and monitor their teams, and question their investment strategy. As part of our robust assessment, we analyse whether the manager adds more or complementary value, compared to the existing selection of managers.
Unbiased advice
We don’t sell our own funds and don’t receive any type of incentive from the managers of the funds we advise: you retain control about your allocation.
Better terms and conditions
We use the combined purchasing power of our clients to negotiate lower fees. No retrocessions are perceived by Portolani.
Client focus
We negotiate fee discounts and directly pass these on to our clients. Our sole focus is finding the best possible managers for the families we advise.
We follow four steps to construct portfolios.
01
Strategic Asset Allocation
The first step of asset allocation is to understand your family’s needs, goals and preferences. We use this exercise to design a framework and structure your investment portfolio. We assess the results with mathematical simulations, analysed by a team with 160 years of combined experience in finance. Throughout this process we give you the opportunity to ask questions and to challenge us. We certainly challenge the investment managers in our network!
02
Selection of managers
Over the past decade, we have gained access to some of the best asset managers of both liquid and illiquid investment funds. After a process of thorough due diligence, we share our investment research and invite you to meet the managers in person, in Belgium or during an organized trip abroad. We do not provide investment advice on specific financial instruments. As an example, Portolani is the only Belgian multi-family office to ever secure access to Sequoia, Accel and Kleiner Perkins, some of the best venture capital managers worldwide.
03
Consolidation and analytical reporting
We provide a periodical, comprehensive, easy-to-read and fully transparent reporting. Our reporting consolidates all your portfolios, both liquid and illiquid, and calculates performances based on an independent market data provider. We monitor the positions in your portfolio and make sure the negotiated fees are correctly calculated. We save, consolidate and analyse portfolio and transaction data with powerful wealth management software, ensuring you are able to correctly track performance, fees and transactions over a long time period.
You can only independently judge portfolio managers, if you are not a portfolio manager yourself.
Benefit from our
economies of scale
Working with us means joining forces with other high-net-worth families. By federating the investment power of these families, our clients can subscribe to liquid funds in our selection at favourable conditions. The federation of wealth is especially interesting for your illiquid investment portfolios (private markets). The minimum required investments in these funds can be too high to allow for a diversified illiquid investment portfolio.
We set up specific Belgian feeders that allow our clients to decide to invest in some or all of the illiquid funds proposed by the selected managers, for the amount they determine, and jointly subscribe to illiquid funds with other families. This way you can invest in multiple managers and build a diversified portfolio with several yearly allocations.
Frequently asked
questions.
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We act as direct advisor to our client families, focusing on the strategic asset allocation that can be considered as optimal given the family desires and long-term objectives. We strive for optimal risk-adjusted returns, with the goal to protect capital whilst creating long-term value.
We take the highest responsibility in working for our clients and protecting their wealth. We work responsibly with the local banks ecosystem to make sure all the orders processes and administrative action flows are completed seamlessly.
We align interests: all our colleagues invest in our managers’ selection.
Given the diversification goals and personal involvement of all of us, we consider that a minimum of 10-15mEUR invested assets is required to be able to provide a full service to our clients. Our powerful platform enables us to monitor the value of assets that are pillars for the family, such as a private family company, or block positions in listed companies.
We strive to select the best managers to clients with a worldwide scope. Clients are always the final decision-makers on their portfolio allocation: our team proposes products on a neutral, non-biased way for clients to select from. Clients remain in control of their long-term planning & Portolani provides the tools, resources and network for clients to realise their plans.
We run family-specific webinars dedicated to next gen, including several days of taylor-made content that includes the parents guidance about: content complexity, level of transparency about assets etc. We enable next gen to follow reporting, and to build their own portfolio based on their specific interests.
We work at the personal level with our clients: this means we sit next to them whilst considering which (custodian) banks to work with. Given our team’s network and background, we can find the most appropriate banking relationships for our clients, considering the full scope of their corporate- and personal investment activities. The bottom line is that most Belgian- and international banks are part of our eco-system, and we work with them daily.
