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Everything you need to know about Portfolio Management

What is Portfolio Management (Vermogensbeheer)?

With Portfolio Management, an experienced portfolio manager manages the money you can invest based on your personal situation, investment goal and risk behaviour. Your portfolio manager first takes a look at your personal situation and wishes. You choose a risk profile (pdf, 2.5MB), which your portfolio manager then uses to put together and manage your investment portfolio. Your portfolio manager will respond to current market developments and keep you updated on the development of your return.

Who is it for?

  • People who want to invest more than €75,000

  • People who are looking for long-term investments

  • People who want experts to invest for them

Terms and Conditions

View all of the terms and conditions for investing.

Extras

You will also receive invitations to investment seminars

Costs

You pay all-in fee. This all-in fee contains all of the costs that ABN AMRO incurs to manage your investment portfolio, supply you with information and execute transactions.

Cost sheet for Discretionary Portfolio Management (pdf, 98kB)

Reports

  • Internet Banking gives you 24 x 7 insight into the value of your investment portfolio, the results and the achieved return.

  • Once a quarter you will receive an asset report that gives you insight into the composition of your investment portfolio, the transactions in that quarter, the spread across the different asset classes and the return.

Deposits and withdrawals

With Portfolio Management, your assets are managed for the long term. You can only deposit or withdraw money after talking to your investment advisor.

More information

  • Once a year, you and your financial advisor will determine whether Portfolio Management is still right for you. If you have any questions about investing, feel free to contact your financial advisor at any time.

  • Our portfolio managers follow the advice issued by the Expert Center. The Expert Center is part of ABN AMRO and consists of very experienced investment specialists and economists in the Netherlands and abroad.

Questions?

Interested in finding out more about Portfolio Management? Call the Investment Line on 0900 - 92 15. The Investment Line is open weekdays from 7 a.m. to 10 p.m. and on weekends from 9 a.m. to 5:30 p.m.

Contact us (in the Netherlands)

Contact us (from outside the Netherlands)