Market expertise in the service of ambition
Growing your capital sustainably
Services
2
complementary areas of expertise dedicated to your wealth.
Asset management and wealth planning form the two pillars of our approach, designed to meet the full range of our clients' needs.
EXPERTISE 01
Active management rooted in analysis and conviction
Our process combines macroeconomic analysis, quantitative analysis, asset valuation and field experience, before translating the committee's convictions into concrete allocations and positions within portfolios.
EXPERTISE 02
Managing wealth goes beyond its investments. Alongside our role as Asset Manager, we support our clients and their families in their thinking around the organisation, structuring and transmission of their wealth.
Our approach aims to bring coherence between financial assets, wealth structure, family objectives and the client's long-term projects.
Services
A long-term vision to bring lasting coherence to your wealth.
A propos
About us
An independent firm,
a long-term vision.
Founded in 2009, Waterloo Asset Management is an independent Belgian-Luxembourg wealth management firm. Its capital is entirely held internally, which allows us to preserve our freedom of judgement and to root our decisions in a long-term vision
Our independence allows us to select the solutions we consider most suitable, without depending on the commercial strategy of a banking group or being subject to external commercial pressure.
Waterloo Asset Management combines extensive private banking experience with recognised asset management expertise. Our investment process relies on a committee bringing together academics and field experts
News and insights
Events
29 October 2026
late October and early November promise to be packed with market-moving events.
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Jobs
07 October 2026
Put your sales talent to work at the heart of private banking, and contribute directly to Waterloo Asset Management's growth.
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Publications
28 September 2026
Frédéric Steinkuhler, Head of Investment at Waterloo Asset Management, on public debt as the number one risk for markets.
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Publications
21 September 2026
Discover the full interview on Parlons Finance:
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Actualités
07 September 2026
Jeremie Pulinx, Head of Investment and co-founder of Waterloo Asset Management
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Jobs
04 September 2026
Put your experience to work in a privileged client relationship, within an independent, human-scale firm.
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FAQ
Answers to the most frequently asked questions about our approach, our independence and our management mandates.
Founded in 2009, Waterloo Asset Management is an independent, regulated portfolio management firm, licensed in Luxembourg and supervised by the Commission de Surveillance du Secteur Financier (CSSF), as well as in Belgium, through its branch, by the Financial Services and Markets Authority (FSMA).
Our core business is discretionary portfolio management. Our teams bring together experienced professionals from financial markets and private banking, with advisors holding at least 20 years of experience.
Our clients' assets never pass through Waterloo Asset Management's own accounts. They are held directly with leading partner custodian banks, selected in particular for their financial strength and the quality of their services. The partner is chosen together with the client according to their profile, situation and needs.
We favour traditional, liquid assets: equities, bonds, cash and ETFs. We do not include unlisted or illiquid assets in our strategies. Our aim is to offer portfolios that are clear, transparent and easy to understand.
Wealth planning complements our role as Asset Manager. It aims to place investments within an overall view of a client's wealth and to support thinking on its organisation, structuring and transmission, in coordination with the client's usual advisors.
Fund Awards
Waterloo Global Flexible
Best Mixed Fund - Global Flexible
Discover our flexible management