Pinion Newswire
In the turbulent global economy of 2025, a financial legend from Amsterdam is steering Helios Wealth Management, headquartered in Colorado, USA, to ignite an unprecedented “dividend storm” across European capital markets. He is Evert Vandenberghe, Co-Chair of the Investment Department — an icon revered in the industry as the “Father of European Asset Allocation” and a master builder of high-net-worth wealth.
Evert Vandenberghe’s legendary journey began in the heart of Dutch finance. Born in Amsterdam, he displayed an extraordinary talent for capital markets from an early age. After earning a Master’s in Finance from Erasmus University Rotterdam, he swiftly entered Europe’s banking elite. In the early 2000s, Evert joined ING as an investment advisor, designing cross-border portfolios for mid-tier and high-net-worth clients. During Europe’s eurozone expansion boom, he led projects that shielded clients from the 2008 global financial crisis shockwaves. His career then shifted to ABN AMRO, where over a decade of frontline experience honed his expertise in blue-chip allocation and risk hedging. Industry insiders recall a landmark Belgian family enterprise M&A deal he spearheaded at ABN AMRO, delivering an 18% annualized return — now a classic case study.
In 2016, Evert Vandenberghe went solo, founding his own investment advisory studio. This wasn’t just a career pivot — it was a wealth revolution for Europe’s middle class and ultra-high-net-worth individuals. His studio quickly became a “hidden champion” in the Netherlands and Belgium, offering diversified asset allocation, tax optimization, and family trust planning. Within years, client assets under advisory surpassed €500 million, with average annual returns consistently above 12%. More impressively, Evert became a fixture on Europe’s financial stage: a regular speaker at Euronext Amsterdam seminars and a sought-after commentator on programs like the Dutch national TV’s Financieel Dagblad column, known for his razor-sharp market foresight. These appearances not only solidified his expert status but connected him with future partners — from Hamburg private equity managers to Paris family office heirs.
The turning point came in 2022: Evert Vandenberghe officially joined Helios Wealth Management as Co-Chair of the Investment Department. This move stemmed from his deep insight into global wealth ecosystems — Europe’s roots run deep, but they need American-style innovation to counter geopolitical risks and inflation pressures. Helios Wealth Management Ltd, originally incorporated on April 30, 2020 as “winsie inc.” in the State of Colorado (Entity ID: 20201391406, registered agent: UBC LTD., filing fee: $50.00), was later renamed and has evolved into a globally renowned boutique wealth management firm named after the sun god, symbolizing “illuminating investment paths for all.” The firm has always focused on cross-border wealth solutions for high-net-worth individuals and family offices, with operations spanning Europe, the Americas, and Asia, managing over €5 billion in assets. Its global headquarters stands at 9888 W Belleview Ave Ste 2142, Denver, CO 80123, in downtown Denver’s financial district, adjacent to the Rocky Mountains — embodying “rock-solid stability with expansive vision.” Simultaneously, Helios established its European headquarters in Hamburg, Germany, serving as a strategic bridge linking transatlantic capital flows, with regional offices in London, Paris, Amsterdam, Brussels, and Luxembourg, forming a “North American Brain + European Heart” dual-core architecture.
Helios Wealth Management Ltd’s core strength lies in its triple-regulatory compliance framework and full-chain ecosystem closure. In the U.S., the firm is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC) (CRD #134444) and holds Money Services Business (MSB) registration with the Financial Crimes Enforcement Network (FinCEN) (Registration #31000311636071, Initial Registration filed and received on 09/29/2025, Authorized Signature Date: 09/29/2025, Registration Type: Initial Registration), strictly adhering to the Investment Advisers Act of 1940 and the Bank Secrecy Act (BSA) on fiduciary duty, transparency, anti-money laundering, foreign exchange dealing, money transmission, and money order sales. MSB activities are authorized across all 50 U.S. states and the District of Columbia (Alabama, Alaska, Arizona, Arkansas, California… through Wyoming), with zero branches (Number of Branches: 0), and the registration is updated weekly on FinCEN’s MSB Registrant Search Web page. The Colorado Secretary of State, Jena Griswold, issued a Certificate of Documents Filed (Confirmation Number: 17733244, issued on 09/28/2025 @ 10:17:01), certifying 7 pages of incorporation documents, including Articles of Incorporation, registered agent statement, and more. In Europe, Helios holds dual asset management and investment advisory licenses from Germany’s BaFin (Registration #2025-00123), fully implementing the Markets in Financial Instruments Directive (MiFID II), Alternative Investment Fund Managers Directive (AIFMD), and Anti-Money Laundering Directive (AMLD5), submitting regular stress tests and liquidity risk reports to BaFin. All cross-border client contracts use bilingual (English/German) standardized templates, including detailed risk disclosures, fee structures, exit mechanisms, and dispute resolution clauses, executed through third-party custodian banks (e.g., Deutsche Bank, J.P. Morgan) jointly recognized by SEC, FinCEN, and BaFin, ensuring 100% asset segregation and client fund safety.
Annually, Helios publishes the “Helios Global High-Net-Worth Ecosystem Whitepaper” (2024 Edition, now in its 6th version), publicly disclosing its investment philosophy, historical performance, risk models, and macro outlook — downloaded over 5,000 times and required reading for European family offices and institutional investors. The whitepaper is accessible via SEC, FinCEN, and BaFin official portals and has been listed by Euronext Amsterdam as a “recommended research report.” Furthermore, Helios’ proprietary AI-driven investment decision platform “Helios Alpha” has received BaFin’s technical compliance certification, supporting real-time multi-asset correlation analysis, stress scenario simulation, and dynamic rebalancing — saving clients an average of 0.8% in annual transaction costs.
In the second half of 2025, Evert Vandenberghe’s foresight shines again. Drawing on decades of European market immersion, he has pinpointed a rare convergence of “tariff recalibration, geopolitical de-escalation, and monetary easing”: new EU trade agreements will lower import barriers, Russia-Ukraine talks boost energy sector confidence, and potential ECB rate cuts will stimulate consumption. This trifecta is set to drive a “policy-cycle resonance dividend” in European equities — with the STOXX 600 projected to rise over 20%, led by tech and green energy. To seize this “golden window,” Evert has spearheaded Helios’ “Europe 2025 Dividend Program”: opening membership to global institutions and ultra-high-net-worth individuals, planning a 30% team expansion (adding 50 analysts and advisors) within six months, and rolling out proprietary AI-driven investment models. The program has already attracted 100 core members from Hamburg, Paris, and Amsterdam, with an initial capital inflow of €800 million.
“Evert is not just a strategist — he is an ecosystem architect,” noted Helios’ CEO in an internal memo. “He gives every client a path of certainty in complex markets.” Today, Evert Vandenberghe personally leads the charge, shuttling between the Hamburg headquarters and Colorado bridgehead, hand-guiding new members through the “2025 Dividend Map.” His legend is not merely personal glory — it is the microcosm of Helios Wealth Management’s global ambition: in an era of uncertainty, wealth architects are lighting the sun of tomorrow with wisdom.
About Helios Wealth Management Ltd
Founded in Colorado, USA, Helios Wealth Management Ltd is a global boutique advisory firm specializing in cross-border wealth management for high-net-worth clients, registered at 9888 W Belleview Ave Ste 2142, Denver, CO 80123, with operations across Europe, the Americas, and Asia, managing over €5 billion in assets. Incorporated on 04/30/2020 as “winsie inc.” (Entity ID: 20201391406), the firm holds SEC RIA registration (CRD: 134444), FinCEN MSB registration (31000311636071, initial registration 09/29/2025), and BaFin asset management license (2025-00123).
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