independent advice

The modern bank and insurance broker can to a large extent fill the gap left by the major banks. He can do this by giving personal advice to his clients and fully mapping out their financial situation. Digitalisation also plays an important role in this.

This emerged from an interview with Marc Dhondt (photo), the Belgian representative of the Luxembourg life insurance company OneLife, as part of the BZB congress that was held on 21 October. 

Deutsche Bank Belgium aims to position itself as a global player and to expand further in the private & wealth management segment. Local presence is important. The distinguishing factor compared to other private banks and wealth managers is that Deutsche Bank Belgium focuses primarily on investment advice and support, including for small portfolios. The standard discretionary management of the competition is definitely not the strategy pursued.