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Koen Deferm Email & Phone Number

Senior Wealth Advisor | Tied Agent of Pure Capital SA at Pure Capital | Independent Asset Management
Location: Antwerp Metropolitan Area, Belgium, Belgium 7 work roles 8 schools
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Current company
Pure Capital | Independent Asset Management
Role
Senior Wealth Advisor | Tied Agent of Pure Capital SA
Location
Antwerp Metropolitan Area, Belgium, Belgium
Company size
81 employees

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Koen Deferm is listed as Senior Wealth Advisor | Tied Agent of Pure Capital SA at Pure Capital | Independent Asset Management, a company with 81 employees, based in Antwerp Metropolitan Area, Belgium, Belgium. AeroLeads shows a matched LinkedIn profile for Koen Deferm.

Koen Deferm previously worked as Senior Investment Advisor at Pure Capital | Independent Asset Management and Senior private banker at Degroof Petercam. Koen Deferm holds Fixed Income: Pricing, Investing And Trading from Moneco Financial Training.

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Pure Capital | Independent Asset Management

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About Koen Deferm

« Power lies not in what you say, but in what you do »I leverage my broad experience in international tax advice and estate planning to offer my clients the best financial solutions. Clients are not treated as a number. They are treated as my most important partner and receive the personal attention they deserve. I am a networker with proven track record. Passionate about tax and finance. Solution driven.« Do what you live and you will never have to work another day »

Listed skills include Private Banking, Estate Planning, Inheritance Tax Planning, Real Estate Investments, and 1 others.

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Koen Deferm's current company

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Pure Capital | Independent Asset Management
Pure Capital | Independent Asset Management
Senior Wealth Advisor | Tied Agent of Pure Capital SA
Antwerp, BE
Website
purecapital.eu
Employees
81
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7 roles

Koen Deferm work experience

A career timeline built from the work history available for this profile.

Senior Investment Advisor

Current
Pure Capital | Independent Asset Management

Antwerpen En Omgeving

Offering tailormade asset management solutions for high net worth individuals, families and entrepreneurs. Applying a family office approach with a strong focus on regular contact with my clients. Twenty years of experience in the field of tax and estate planning for HNWI, both in Belgium and in Luxembourg.

Oct 2023 - Present

Senior Private Banker

Degroof Petercam

Van Putlei 33, Antwerpen

Private banking and family office services.

Apr 2022 - Oct 2023

Senior Estate Planner

Banque De Luxembourg

Luxembourg

  • Wealth planning and structuring for UHNW individuals (with focus on Belgian and Luxembourg clients)
  • international Inheritance and estate planning
  • International tax advice (F.e: real estate investments, fund structuring, …)
  • Banking services
  • Real estate structuring
  • FATCA, EUSD, CRS - automatic exchange of information in tax matters
Sep 2011 - Dec 2016

Wealth Management

Multi Family Office

Antwerpen En Omgeving, België

* Guiding Belgian companies and families on all kind of tax related issues (company law, tax law, civil law, financial law, etc.) * Structuring private wealth of Belgian individuals (estate planning in a broad sense)* Real estate structuring (mostly Belgian properties)* Helping clients with the set-up of their company, the takeover or sale of their.

Jan 2004 - Sep 2011

Corporate Tax Consultant

Ey

Antwerpen, Vlaanderen, België

Sep 1999 - Dec 2003
Team & coworkers

Colleagues at Pure Capital | Independent Asset Management

Other employees you can reach at purecapital.eu. View company contacts for 81 employees →

MP Maxime Pierrard Maxime Pierrard Colleague at Pure Capital | Independent Asset ManagementLuxembourg, Luxembourg View → KD Katrien Debode Katrien Debode Colleague at Pure Capital | Independent Asset ManagementLuxembourg, Luxembourg View → CV Corentin Vergottini Corentin Vergottini Colleague at Pure Capital | Independent Asset ManagementLuxemburg, Walloon Region, Belgium, Belgium View → SD Stefan De Puydt Stefan De Puydt Colleague at Pure Capital | Independent Asset ManagementGhent Metropolitan Area, Belgium View → JG Jean-Paul Goubert Jean-Paul Goubert Colleague at Pure Capital | Independent Asset ManagementLuxembourg, Luxembourg View → DV Damien Venter Damien Venter Colleague at Pure Capital | Independent Asset ManagementLuxemburg, Walloon Region, Belgium, Belgium View → HJ Henri Juda Henri Juda Colleague at Pure Capital | Independent Asset ManagementLuxembourg, Luxembourg View → BD Benoît De Hults Benoît De Hults Colleague at Pure Capital | Independent Asset ManagementLuxembourg, Luxembourg View → WH Wim Heymans Wim Heymans Colleague at Pure Capital | Independent Asset ManagementWeiswampach, Diekirch, Luxembourg, Luxembourg View → LS Laurent Schütz Laurent Schütz Colleague at Pure Capital | Independent Asset ManagementGreater Nancy Area, France View →
8 education records

Koen Deferm education

Fixed Income: Pricing, Investing And Trading

Moneco Financial Training

1) Bond markets and the participants *Bond types – coupon, zero coupon, floating rate notes, callables *Liability matching and return.

Investment Management, Cum Laude

Febelfin Academy

An in-depth course for private bankers on various topics that will enable him/her : - to identify the client's risk profile considering.

Master Of Personal Financial Planning, Financial Planning And Services, Cum Laude

Antwerp Management School

In deze master in persoonlijke financiële planning leer je de juridische, fiscale, sociale en economische aspecten te beheersen die.

Adviser Family Business

Ehsal Management School

De opleiding ‘adviseur familiebedrijven’ biedt een gedegen opleiding in wezenlijke consultingmethodieken en vaardigheden. Zij licht ook.

FAQ

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Quick answers generated from the profile data available on this page.

What company does Koen Deferm work for?

Koen Deferm works for Pure Capital | Independent Asset Management.

What is Koen Deferm's role at Pure Capital | Independent Asset Management?

Koen Deferm is listed as Senior Wealth Advisor | Tied Agent of Pure Capital SA at Pure Capital | Independent Asset Management.

Where is Koen Deferm based?

Koen Deferm is based in Antwerp Metropolitan Area, Belgium, Belgium while working with Pure Capital | Independent Asset Management.

What companies has Koen Deferm worked for?

Koen Deferm has worked for Pure Capital | Independent Asset Management, Degroof Petercam, Banque De Luxembourg Belgique-België, Banque De Luxembourg, and Multi Family Office.

Who are Koen Deferm's colleagues at Pure Capital | Independent Asset Management?

Koen Deferm's colleagues at Pure Capital | Independent Asset Management include Maxime Pierrard, Katrien Debode, Corentin Vergottini, Stefan De Puydt, and Jean-Paul Goubert.

How can I contact Koen Deferm?

You can use AeroLeads to view verified contact signals for Koen Deferm at Pure Capital | Independent Asset Management, including work email, phone, and LinkedIn data when available.

What schools did Koen Deferm attend?

Koen Deferm holds Fixed Income: Pricing, Investing And Trading from Moneco Financial Training.

What skills is Koen Deferm known for?

Koen Deferm is listed with skills including Private Banking, Estate Planning, Inheritance Tax Planning, Real Estate Investments, and International Tax.

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