Capital protection
Like many wealthy individuals, you may feel the need to maintain your wealth at a critical level to safeguard against any downside risk. Traditionally, deposits in your reference currency are the obvious solution.

Guaranteed structures are, however, an interesting alternative. The initial investment amount is safeguarded, but the deposit yield is invested (in call options or in warrants) in order to obtain more upside potential.
 
Income preservation
An investment portfolio is an important a source of income. Particularly if you have retired or you want to use the proceeds of your portfolio to cover expenditures such as children’s education or holidays.

Depending on your risk tolerance, government bonds, investment grade corporate bonds, high-yield corporate bonds and synthetic bonds are among the appropriate solutions. Bond funds and alternative investments such as relative value or market neutral hedge funds also show low risk and thus contribute to preserving income

Capital growth
The most traditional aim of many investors is long-term asset growth.

Equities and equity funds have traditionally been the investment tools most frequently used, but a wide range of alternative investments such as global macro and long/short hedge funds  has now become available.
Depending on your risk tolerance, style preferences and investment timescale, these instruments can be included in your portfolio.

Entrepreneurial ambition
With many clients being active entrepreneurs, Fortis Private Banking continuously develops and supports private equity initiatives. They offer you the opportunity to actively participate in non-listed companies in a variety of sectors. However, some practical implications have to be taken into account when using private equity investments, such as the often limited liquidity.

Socially Responsible Investments
Socially Responsible Investments (SRIs) transcend your personal financial situation and should rather be seen as an investment philosophy. Opting for SRI determines the products and asset groups you invest in. They typically have unique risk/return characteristics. To this end, Fortis Private Banking has put in place a dedicated team of professionals.