Frederic Van Halteren

About

Frédéric Van Halteren is a graduate in Management with almost 25 years experience in wealth management. After gaining very beneficial early experience at the Banque Bruxelles Lambert (BBL - ING), he then answered the call of Dexia, becoming director of the private banking market for their agency network in Walloon Brabant. After leaving Dexia in 2009, he founded Waterloo Asset Management in order to offer an even broader range of services to wealthy clients who are increasingly more responsive to independent services. Waterloo Asset Management offers discretionary management services, investment advice and wealth management to clients who want a tailored service with a high added value. www.waterloo-am.com

Experience

• Managing Director and Founding Partner at Waterloo Asset Management
  Sep 2016 - Present · 9 yrs 11 mos

  Waterloo Asset Management is a group specialising in asset management and family office services. The result of over 20 years’s collaboration between private bankers, tax specialists and entrepreneurs, our company’s objective is to offer a tailor-made service to demanding, wealthy clients by relying on advisers with top-level expertise. Waterloo Asset Management offers discretionary management services, investment advice and wealth management to clients who want a tailored service with a high added value. www.waterloo-am.com

• Managing Director and Co-Founder, Family Officer at Wellington Insurance Broker SA , Family Office
  Jul 2009 - Present · 17 yrs 1 mo

  Wellington Insurance Broker serves as a coordinator in the patrimonial field. Our presence by your side provides you with vital support in the sound management of your family’s assets through optimal diversification, legal and tax expertise, and an independent and tailor made service.

• Associate Executive Director at Dexia Banque SA - Brabant Wallon & Bruxelles
  Jan 2003 - Jul 2009 · 6 yrs 7 mos

  Executive Management of Investments and Private Banking divisions (strategy -Training - Coaching). Dexia Waterloo SCRL is an authorized company within the Dexia Bank Group – operating branches in the Belgian municipalities of: Rixensart, Genval, La Hulpe, Braine l’Alleud & Waterloo.

• Financial Advisor at ING
  Oct 1996 - Dec 2002 · 6 yrs 3 mos

  Executive Training Program : investments, insurances, tax compliance, estate planning. ING Bank Training Center. Financial Advisor.

• Front Office Manager at Groupe Accor
  Jul 1994 - Sep 1996 · 2 yrs 3 mos

  - Night auditing - Cost Controle. - development of new corporate clients. - Guests relations officer.