Private Bankers since 1986
SDM actively manages and preserves the wealth of Belgian and international families. It is in this capacity, that many high net worth individuals and corporates trust SDM across generations.
As a family-owned company, we have many years of experience managing family wealth, and providing asset management services.
At SDM, we strive towards long-term relationships and commitments that transgress generations and which are built on confidentiality, discretion and expertise.
Mission and values
Our mission is to be the trusted partner for individuals, families and businesses on their journey to preserve their wealth for future generations. The long-term mindset, the absence of conflict of interest and the personalised investment approach set SDM apart.
Transmission from generation to generation
As a family business, we understand the financial complexities that come with preserving wealth. Our business model focuses on the long-term horizon and is aligned with our clients’ goal of transferring their wealth to the next generation. Our long-term relationships are built on confidentiality and trust that transgress generations. We serve as your trusted partner on your families’ investment journey.
Transparency
As an independent financial structure, we are committed to safeguarding and growing the wealth of our clients in a sustainable and responsible manner. We distinguish ourselves by using a transparent investment method. This method is mainly based on 'direct lines' and on a clear and accurate cost structure. The main aim of this process is to avoid conflicts of interest, which all too often arise between bank and client.
Tailor-made
Each family is unique. Our experienced team is fully dedicated to understand your financial objectives and design customised solutions for your financial needs. At SDM's discretionary asset management division, which constitutes the majority of its activities, we build tailor-made investment portfolios to better serve our clients' unique financial goals. Our experienced investment team creates independent in-house research based on dutifully selected sources.
Tailor-made investment portfolios based on independent in-house research, sets SDM apart.
EXPERIENCED PROFESSIONALS
Continuity is the key to a successful relationship. The senior members of SDM have considerable experience and hold recognised professional qualifications. The majority of our staff have been employed within our organisation for many years and we are justifiably proud of their immense achievements. This continuity has enabled them to forge a close rapport with their clients.
Your attentive managers will be well versed in both your business and private affairs through close, regular contact. You will find that they are easily accessible and are more than pleased to provide information or guidance on any aspect of your concerns. We have found that the transparant nature of SDM, combined with the tailored investment services has been greatly valued by our clients.
History
1986
Establishment of Stevens, Zimmer, Lawaisse (SZL) in Luxembourg
2014
The De Munter family joins the capital of SZL, the new name becomes Stevens & De Munter
2018
Successful expansion into Belgium with an office in Brussels
2022
The De Munter family fully takes over Leo Stevens & Cie’s participation in Stevens & De Munter, Stevens & De Munter becomes Securities De Munter
2023
Securities De Munter opens a second office in Belgium in Antwerp
2024
Marc Stevens joins Securities De Munter
A personal and independent approach
We hold your securities in segregated securities accounts. This guarantees that your securities may never be lent to third parties and that your securities are clearly separated from SDM’s own accounts.
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