Merkaat

Merkaat is a digital investment advisory service that helps you to make the most of your money in a personalised manner.

With Merkaat you will always have a portfolio of investment funds tailored uniquely to your profile, your preferences and your investment objectives. We will analyse your profile through a suitability test, and our team in investment products will recommend a portfolio of funds for you. Our proposal will include both buy and sell recommendations with all the necessary explanations you need to help you make your own decisions. You will then be able to buy and sell instantly online with the support of our experts and without having to visit your branch.

If your personal circumstances or the market conditions change, you needn’t worry, as your portfolio is monitored on an ongoing basis to ensure it is up to date.

Merkaat, for XPERT investors

We have a team of experts specialising in high-quality investment products and backed by more than 65 years of experience.

Why invest with Merkaat?

Open architecture

We carefully select the most appropriate funds for your portfolio based on our best judgment and on an analysis of a wide array of fund managers.

Boutique funds

Our fund offering is exclusive. We offer a variety of outstanding funds with an excellent management track record.

Personalised proposals

We provide you with buy and sell recommendations based on your profile and your investment needs. We combine the best of technology with the best of people to offer you a uniquely tailored portfolio, as we know that personalised advice remains paramount to our clients.

How does it work?

  • 01

    REGISTRATION

    Register with Merkaat and complete a simple questionnaire, free of charge, to determine your investment profile.

  • 02

    RESULTING PROFILE

    We will show you your resulting profile and how your investment portfolio would be structured.

  • 03

    VIDEO CALL

    If you are happy with the proposed portfolio, you can become a Merkaat client immediately and online without having to leave the comfort of your home.

  • 04

    MINIMUM PAYMENT

    You will receive your first personalised investment proposal upon transferring a minimum of €25,000 to your new account. 

  • 05

    BUY AND SELL

    Buy and sell instantly. Our experts will help you make your own investment decisions.

  • 06

    MONITORING

    We will monitor your portfolio on an ongoing basis, so you won’t have to worry about a thing.

Merkaat requires that your total transactions with investment funds over the past 3 years exceed €20,000.