Portfolio Management

Professional Asset Management

Do you want to leave the management of your assets to specialists? According to your wishes, and in a way that suits you? Portfolio Management allows you to invest according to your risk profile, with the best possible portfolio.

Your personal investment adviser will draw up all the options for you, after which you can select your risk profile together. Your investment adviser will then advise you in choosing the type of Portfolio Management that best suits you.

Which mandate suits your needs?

Afb ABN AMRO MeesPierson

Sustainable Funds Mandate

  • Invest in innovative companies that are ahead in their sector
  • Influence a better world with your investments
  • Returns are virtually the same as with traditional investments
Afb ABN AMRO MeesPierson

Sustainable Investing Mandate

  • Investing in a sustainable future
  • Comprehensible portfolio
  • Clear choices, clear goals
Afb ABN AMRO MeesPierson

Comfort Income Mandate

  • Distribution as an additional source of income
  • Investing with a focus on dividend payments
  • Optimal spread
Afb ABN AMRO MeesPierson

Special Mandates

  • Specific requirements for the management of your investment portfolio
  • Convenience and transparency
  • Professionally and actively managed investment portfolio
Afb ABN AMRO MeesPierson

Multi Manager Mandate

  • Access to almost all external fund managers worldwide
  • Widest investment options of all the mandates
  • Optimum benefit through wide spread
Afb ABN AMRO MeesPierson

Classic Mandate

  • Recognisable portfolio
  • Long-term approach
  • Investing in individual shares
vermogensbeheerder

Your investment adviser

Your assets are managed by a team of investment experts. Your investment adviser is in close contact with the team. Do you have a question or would you like to know how your investments are doing? Your investment adviser is happy to help. 

More information and conditions

For whom is asset management?
  • You want to invest for the longer term.
  • You do not want to have to worry about your investments.
  • You want to have your assets actively invested by bank experts.
  • You are willing to take risks and know that you can lose part of the investment.
Risks

You should only invest spare money, not including your buffer for unforeseen expenses. Investing can be interesting, but involves risks. You can lose (a part of) your deposit. It is good to be aware of this. Invest only in investment products that you understand.

With Asset Management, you do not make investment choices yourself. However, it is important that you know the risks of investing. We have listed the most common risks for you.

When you start with Asset Management, you determine your risk profile yourself, with advice from your Asset Manager. You leave the buying and selling to experts, who act within your risk profile.

It is also good to know that:

  • The investment risks in your portfolio are monitored on a daily basis by a specialised department. The daily operational processes required to manage your portfolio are of the highest standards, they meet European standards (ISEA 3402 – standard).
  • The investments in your portfolio are legally separated from ABN AMRO. They are in your name and are therefore your property. This means that your investments are secured in the event of the possible bankruptcy of ABN AMRO.
Costs

The costs vary per mandate. For the costs, please visit the relevant page for the Sustainable Funds Mandate, Sustainable Investing Mandate, Multi Manager Mandate, Comfort Income Mandate, Classic Mandate and/or Special Mandate.

Risk profile

ABN AMRO MeesPierson uses six risk profiles for Asset Management: from low risk (very defensive) to very high risk (very offensive). Each risk profile includes a recommended distribution of the invested capital between shares, bonds, alternative investments and liquidities.

When you have determined your risk profile together with your asset manager, we can compile an appropriate investment portfolio. You can immediately see what this can mean for the returns on your investments.

More about the risk profile

Insight into the invested capital

Various sources of information inform you well about your investment portfolio. In this way we inform you about the composition of your portfolio, the returns and our investment policy. In addition, your asset manager will review your portfolio with you once a year.

  • Asset Report
    The asset report provides quarterly insight into the composition of your portfolio. You will also see the transactions in that quarter, the distribution across the various asset classes and the return.
  • Asset Report Online
    Insight into your investment portfolio through the secure Internet Banking environment, 24 hours a day, 7 days a week. That is Asset Report Online.
  • Tax Statement
    You will receive a tax statement for your tax return every year.
  • Digital Newsletter
    You will receive the digital newsletter monthly with an explanation of the investment choices.
  • Investment Information
    Depending on market developments, you will receive updates on important developments.
Sustainability

Socially responsible investing is an important principle of ABN AMRO. Certain investments (producers of, for example, tobacco, cluster bombs and landmines) are completely excluded for all mandates. In ‘tobacco’, there is a difference between the production of tobacco and its sale. It is not possible to invest in tobacco producers at ABN AMRO. However, we do not exclude companies that, for example, transport cigarettes or supermarkets that sell tobacco.

Do you want to invest sustainably within Asset Management? Then consider the options under the Sustainable Funds Mandate and the Sustainable Investing Mandate.

Depositing and withdrawing

Asset management allows you to manage your assets for the long term. Depositing or withdrawing is possible free of charge. Please do take into account the lower limit (minimum investment) of your mandate. Deposits and withdrawals can affect the achievement of your investment objectives. Get advice from your Asset Manager on this.

Stopping

You can always stop Asset Management free of charge by means of a written letter to us.

More information and conditions

For whom is asset management?

  • You want to invest for the longer term.
  • You do not want to have to worry about your investments.
  • You want to have your assets actively invested by bank experts.
  • You are willing to take risks and know that you can lose part of the investment.

Risks

You should only invest spare money, not including your buffer for unforeseen expenses. Investing can be interesting, but involves risks. You can lose (a part of) your deposit. It is good to be aware of this. Invest only in investment products that you understand.

With Asset Management, you do not make investment choices yourself. However, it is important that you know the risks of investing. We have listed the most common risks for you.

When you start with Asset Management, you determine your risk profile yourself, with advice from your Asset Manager. You leave the buying and selling to experts, who act within your risk profile.

It is also good to know that:

  • The investment risks in your portfolio are monitored on a daily basis by a specialised department. The daily operational processes required to manage your portfolio are of the highest standards, they meet European standards (ISEA 3402 – standard).
  • The investments in your portfolio are legally separated from ABN AMRO. They are in your name and are therefore your property. This means that your investments are secured in the event of the possible bankruptcy of ABN AMRO.

Costs

The costs vary per mandate. For the costs, please visit the relevant page for the Sustainable Funds Mandate, Sustainable Investing Mandate, Multi Manager Mandate, Comfort Income Mandate, Classic Mandate and/or Special Mandate.

Risk profile

ABN AMRO MeesPierson uses six risk profiles for Asset Management: from low risk (very defensive) to very high risk (very offensive). Each risk profile includes a recommended distribution of the invested capital between shares, bonds, alternative investments and liquidities.

When you have determined your risk profile together with your asset manager, we can compile an appropriate investment portfolio. You can immediately see what this can mean for the returns on your investments.

More about the risk profile

Insight into the invested capital

Various sources of information inform you well about your investment portfolio. In this way we inform you about the composition of your portfolio, the returns and our investment policy. In addition, your asset manager will review your portfolio with you once a year.

  • Asset Report
    The asset report provides quarterly insight into the composition of your portfolio. You will also see the transactions in that quarter, the distribution across the various asset classes and the return.
  • Asset Report Online
    Insight into your investment portfolio through the secure Internet Banking environment, 24 hours a day, 7 days a week. That is Asset Report Online.
  • Tax Statement
    You will receive a tax statement for your tax return every year.
  • Digital Newsletter
    You will receive the digital newsletter monthly with an explanation of the investment choices.
  • Investment Information
    Depending on market developments, you will receive updates on important developments.

Sustainability

Socially responsible investing is an important principle of ABN AMRO. Certain investments (producers of, for example, tobacco, cluster bombs and landmines) are completely excluded for all mandates. In ‘tobacco’, there is a difference between the production of tobacco and its sale. It is not possible to invest in tobacco producers at ABN AMRO. However, we do not exclude companies that, for example, transport cigarettes or supermarkets that sell tobacco.

Do you want to invest sustainably within Asset Management? Then consider the options under the Sustainable Funds Mandate and the Sustainable Investing Mandate.

Depositing and withdrawing

Asset management allows you to manage your assets for the long term. Depositing or withdrawing is possible free of charge. Please do take into account the lower limit (minimum investment) of your mandate. Deposits and withdrawals can affect the achievement of your investment objectives. Get advice from your Asset Manager on this.

Stopping

You can always stop Asset Management free of charge by means of a written letter to us.

ABN AMRO MeesPierson Private Banking

Capital requires attention. A good Private Bank understands that and knows that every customer has unique needs and wishes. At ABN AMRO MeesPierson, you can count on your own team of experienced and skilled professionals. Would you like to know more? Read more about ABN AMRO MeesPierson Private Banking here.

Investing involves risks

Investing involves risks. You can lose (a part of) your deposit. If you are going to invest, it is important that you are aware of this. Therefore only invest with money you have over and above your buffer for unforeseen expenses. We advise you to only invest in investment products that match your knowledge and experience. We have listed the most common risks of investing for you.

Neem contact met ons op

Kalender

Schedule an appointment

Are you interested in Private Banking by ABN AMRO MeesPierson? Contact us for an appointment.

WhatsApp

WhatsApp

Did you get a WhatsApp from us without having asked a question? Do not reply in order to prevent phishing. Read more about the use of WhatsApp here.
Callcenter

Private Assistance

Our colleagues at Private Assistance are available on business days until 21.00h and on Saturday until 17.30h

+31 (0) 20 343 43 43

Contact us

Kalender

Schedule an appointment

Are you interested in Private Banking by ABN AMRO MeesPierson? Contact us for an appointment.
Callcenter

Private Assistance

Our colleagues at Private Assistance are available on business days until 21.00h and on Saturday until 17.30h

+31 (0)20 343 43 43
WhatsApp

WhatsApp

Did you get a WhatsApp from us without having asked a question? Do not reply in order to prevent phishing. Read more about the use of WhatsApp here.