Ten Years of Sustainable Growth in Asset Management

Capital gains tax as a trigger to structure wealth in funds

CEO Tim Vanvaerenbergh explains how ShelteR Investment Management structures larger portfolios into fund vehicles, and why the new capital gains tax is increasingly prompting that choice. He also discusses how the team decides between active and passive management, and how it selects unlisted investments.

Shelter IM: Scaling Up Without Losing the Boutique Spirit

In an interview, CEO Tim Vanvaerenbergh and founder Benedict Peeters explain how ShelteR Investment Management aims to grow without losing its boutique character. Thanks to AI, assets under management can increase significantly without the team having to grow much larger. Technology and an open-architecture model also shape how the company grows, while the focus remains on service, transparency and disciplined risk management.