Personalised advice, tailored to your situation

Our Investment Adviser is always there for you

If you decide to have your money invested using our Portfolio Management service, an Investment Adviser will support you throughout the process. Together, you will take stock of your goals and options, and select the most appropriate investments. Your choices will be reviewed each year, and you can always turn to the Investment Adviser in the meantime if you have questions about your assets or portfolio.

Especially for you

  • A single point of contact for all your investment-related questions
  • Rely on our advisers who are certified by the Dutch Securities Institute (DSI)
  • Benefit from our expertise and experience
  • Get help understanding your assets
  • Select a suitable risk profile and mandate (investment portfolio), together with our adviser
 

Intake meeting

During the intake meeting, you and the Investment Adviser will discuss the following:

  • your goals: want do you want to achieve?
  • your options: what are you able to achieve?
  • your risk profile: what level of risk are you willing and able to run?
  • your investments: how will your money be invested?

Annual meeting

Review your financial situation with the Investment Adviser annually and determine whether your goals are still the same and whether they are still feasible.

After the meeting, the Investment Adviser will put together an advice report, explaining how your investments are doing and what adjustments can be made.

Switching to ABN AMRO

If you already invest elsewhere and want to switch to ABN AMRO, the Investment Adviser would be happy to make the necessary arrangements on your behalf.

If your current bank charges you for the transfer, we will reimburse these costs up to € 1,500.

Intake meeting

During the intake meeting, you and the Investment Adviser will discuss the following:

  • your goals: want do you want to achieve?
  • your options: what are you able to achieve?
  • your risk profile: what level of risk are you willing and able to run?
  • your investments: how will your money be invested?

Annual meeting

Review your financial situation with the Investment Adviser annually and determine whether your goals are still the same and whether they are still feasible.

After the meeting, the Investment Adviser will put together an advice report, explaining how your investments are doing and what adjustments can be made.

Switching to ABN AMRO

If you already invest elsewhere and want to switch to ABN AMRO, the Investment Adviser would be happy to make the necessary arrangements on your behalf.

If your current bank charges you for the transfer, we will reimburse these costs up to € 1,500.

It's reassuring to know that my assets are being managed by ABN AMRO’s professionals and that I can discuss my finances with the same person each time.

What we will do

  1. Appointment

    Leave us your number and we will call you back at a convenient time to schedule an intake meeting.
  2. Intake meeting

    Discuss your goals and options with an Investment Adviser. You can do so by telephone, through Video Banking or at one of our local branches. After the intake meeting, you will decide whether you want to use the Portfolio Management service.
  3. Advice report

    If you decide to use our Portfolio Management service, you will receive an advice report from us, explaining your goals, their feasibility, the risk profile that is right for you, the mandate you want to use for your investments and how to proceed.
  4. Let's get started!

    If you approve the advice report, our investment specialists will get to work for you.
  5. Annual meeting

    A lot can change in a year, both on the investment market and in your personal life. That’s why our Investment Adviser will get in touch with you each year to schedule an advice meeting. Together, you will discuss where you stand and whether any changes are needed. And if you have any questions in the meantime, you can get in touch whenever you like.

 

How we work

We have a team of DSI-certified Investment Adviser all over the Netherlands who are ready to advise you. There is also a team of assistants who help to schedule appointments, answer your general questions about the Portfolio Management service and take care of administration. Our Investment Committee, ABN AMRO Investment Solutions’ experts and the fund managers manage your money to the best of their abilities.

Request a callback, no strings attached

If you want to schedule an intake meeting or discuss whether Portfolio Management is right for you, leave us your details and we will call you back at a time that is convenient for you.

Investing entails risks

Investing entails risks. You could lose (some of) the money you invested. If you are going to invest, it is important that you are aware of this. Invest with money you can spare. Keep a buffer for unforeseen circumstances.