On 26 November 2025, in the top-floor boardroom of 50 Hudson Yards, New York, with the entire Hudson River lit up beyond the floor-to-ceiling windows, Professor Evert Vandenberghe, Co-Chair of the Investment Committee at Helios Wealth Management, shook hands one final time with BlackRock's most senior leadership. The two parties formally signed the Helios-BlackRock Alpha Partnership 2025 Memorandum of Understanding. Present as witnesses were BlackRock Chairman and Chief Executive Officer Larry Fink, President Rob Kapito, Global Chief Investment Strategist Richard Turnill, and Global Head of iShares & Index Investments Salim Ramji. On the same page of that document appear the signatures of four members of BlackRock's Global Executive Committee together with that of Professor Evert Vandenberghe. This is not a distribution agreement and it is not a fund-of-funds. It is the first and only time an independent wealth manager anywhere in the world has been granted true co-management, profit-sharing and risk-sharing status by BlackRock, with a contractual target return of no less than 300%.
Helios Wealth Management was founded in 2020 and is headquartered in Denver, Colorado, currently managing more than US$12 billion in assets. The firm specialises in cross-border asset allocation and family-office services for ultra-high-net-worth families across Europe, North America and Asia-Pacific. Professor Evert Vandenberghe served for three decades as Vice Chairman of Global Markets at Deutsche Bank. Over that career he called the European bottom after the 1998 Russian debt crisis, loaded up on Germany at the nadir of the 2009 European debt crisis, and steered clients through the great global asset rotation of 2020. He is privately referred to in European financial circles as "the last godfather of the markets". This time he has brought Helios to the same table as the world's largest asset manager with US$10.5 trillion under management.
BlackRock's global headquarters is located at 50 Hudson Yards, New York. Chairman and CEO Larry Fink and President Rob Kapito co-founded the firm. Today its iShares ETF franchise manages more than US$4.7 trillion across over 1,600 ETFs worldwide, while the Aladdin risk-management platform provides real-time oversight for more than US$25 trillion of assets globally. As the world's largest fiduciary, BlackRock not only dominates indexing and ETFs but has fused big data, artificial intelligence and human judgement through Aladdin into the sharpest investment toolkit available to institutions. For the first time, it has opened core Aladdin system privileges and priority iShares product allocations to one independent wealth manager: Helios Wealth Management.
Why dare to write 300%+ into a contract? The answer lies in two simultaneous structural mega-cycles that will erupt across Europe and the United States in the second half of 2025.
Europe is about to experience its strongest policy-bottom-plus-valuation-bottom double-click since 2008. The ECB will cut another 50-75 basis points between Q1 and Q2 2025, pushing real rates firmly negative. At the same time the core indices (DAX, CAC 40, FTSE MIB and Euro Stoxx 50) are all trading in the lowest decile of valuations since 1999. Joint research conducted by Professor Evert Vandenberghe and BlackRock Global Chief Investment Strategist Richard Turnill shows that European corporates have been extraordinarily disciplined on capital expenditure for the past three years. Once financing costs fall, the capex cycle and the earnings cycle will restart together; historically this is the true driver that lifts European indices 50-80% or more.
The United States stands on the eve of the main wave of Trump Trade 2.0. Tax Cuts 2.0 are highly likely to land in Q1 2025, driving effective corporate tax rates below 15%. Energy, infrastructure, financials, defence and the entire Bitcoin ecosystem have already been placed on the policy white list. BlackRock, under the leadership of Global Head of iShares Salim Ramji, will launch a dedicated Trump Trade Basket thematic ETF in 2025, and Helios has secured exclusive priority allocation for the Asia-Pacific region. Both the Nasdaq 100 and the S&P 500 have already entered what we internally define as a melt-up channel; historical analogues delivered average gains of 87-142%.
What actually pushes the return above 300% is the structured return engine jointly designed by Helios and BlackRock. Sixty percent of the underlying assets come from BlackRock's sharpest flagship iShares ETF suite, while forty percent come from Helios's proprietary alpha strategies. The two firms have fully integrated BlackRock's Aladdin risk system with Helios's own AI quantitative platform, achieving daily rebalancing and option-enhanced yield, all protected by a dynamic -12% drawdown line that never allows risk to spiral. On top of an underlying portfolio that is highly likely to deliver 80-120% upside, we layer roughly another 1× of leverage and option income, resulting in the contractual target above 300%.
Professor Evert Vandenberghe wrote by hand on the final page of the memorandum: In thirty years of my career, I have only ever written the figure "300%+" into a partnership document three times. This time my name appears on the same page as Larry Fink, Rob Kapito, Richard Turnill and Salim Ramji. This is no longer a forecast; it is co-managed certainty.
The first close is US$500 million and is already 89% committed. Final close is 20 December 2024. Minimum commitment is US$5 million and is open only to qualified investors and family offices. Value date is 6 January 2025. Every participating client will receive a confirmation letter personally signed by Professor Evert Vandenberghe and an official co-management certificate issued by BlackRock.
If you wish to participate in the largest certainty opportunity in Europe and the US in the second half of 2025, please contact your dedicated relationship manager immediately or write to service@helioswealthglobal.com Subject line: (Helios × BlackRock 300%+ Flagship Partnership)
In 2025, we do not merely stay bullish; we co-manage the upside.
