Discretionary Portfolio Management, suited to your needs.

If you want us to actively manage a portfolio on your behalf, Discretionary Portfolio Management is the best solution for you. You decide which investment strategy is right for you, but you leave the day-to-day management to our team of professional and experienced portfolio managers.

We believe in a long-term approach, whereby discipline and diversification are paramount.

We offer a high level of personal service.

Which mandate suits your needs?

Duurzaam beleggen mandaat

Sustainable Investing Mandate

A portfolio of exclusively socially responsible individual shares and bonds, supplemented with specific, sustainable investment funds.
Duurzaam fondsen mandaat

Sustainable Funds Mandate

A portfolio consisting exclusively of sustainable investment funds from various, carefully selected fund managers.
Klassiek Mandaat

Classic Mandate

A portfolio with recognisable and qualitative individual shares and bonds, supplemented with specific investment funds.
Multi Manager Mandaat

Multi Manager Mandate

A portfolio consisting of investment funds from various, carefully selected fund managers.
Comfort Invest

Comfort Invest Mandate

A portfolio invested in a fund of funds consisting of a core of passively managed funds, supplemented by actively managed income-oriented funds.
Special Mandate

Essential Mandate

A portfolio consisting of four investment funds that are managed in-house.
Special Mandate

Specific Mandate

Either, a widely diversified portfolio where the manager has great flexibility.

Or, a portfolio fully designed in line with your specific wishes.

Ondernemer en onderneming

O&O Mandate

A portfolio exclusively intended for companies and consisting of a limited number of specific investment funds.

Uw vermogensbeheerder

Your asset manager

Your assets are managed by a team of investment experts. Your Asset Manager is in close contact with the team. Do you have a question or would you like to know how your investments are doing? Your Asset Manager will be happy to take the time for you. This way, you will not have to worry about your investments, but you will always have insight and control.

More information and conditions

For whom is Discretionary Portfolio Management
  • You want to invest for the longer term.
  • You don't want to worry about your investments.
  • You want your assets to be actively invested by the bank's experts.
  • You are prepared to take risks and know that you may lose some of your investments.
Risks

You should only invest with money that you have over and above your buffer for unforeseen expenses. Investing can be interesting, but it also involves risks. You can lose (part of) your investment. It is good to be aware of this. Only invest in investment products that you understand.

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

When you start with Discretionary Portfolio 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.

Fees

The fees differ per mandate. Please contact one of our Private Bankers to receive a personalised proposal.

Risk profiles

ABN AMRO uses six risk profiles for Discretionary Portfolio Management: from low risk (very defensive) to very high risk (very offensive). Each risk profile is accompanied by a recommended distribution of the invested capital across equities, bonds, alternative investments and liquidities.

Once you have determined your risk profile together with your Asset Manager, we can compile a suitable investment portfolio. You will immediately see what this can mean for the return of your investments.

Read the  brochure ‘A closer look at your risk profile’ .

Insight into the invested capital

Various information sources provide you with good information about your investment portfolio. In this way, we inform you about the composition of your portfolio, the return and our investment policy. In addition, your Asset Manager will review your portfolio with you once a year. 

  • Portfolio overview 
    Your portfolio overview provides insight into the composition of your portfolio every quarter. You can also see the transactions in that quarter, the distribution among the various  asset classes and the return. 
  • Online portfolio overview 
    The secure environment of Digital Banking gives insight into your investment portfolio 24 hours a day, 7 days a week.
  • Digital newsletter
    You will receive a digital newsletter with an explanation of the investment choices on a quarterly basis.
  • Investment information
    Depending on the market developments, you will receive updates on important developments. 
Sustainability

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

Do you want to invest sustainably within Discretionary Portfolio Management? Then look at the possibilities of the Sustainable Funds Mandate and the Sustainable Investing Mandate.

Depositing and withdrawing

With Discretionary Portfolio Management you have your assets managed for the long-term. Depositing or withdrawing is possible at no extra cost. Please take note of the lower limit (minimum investment) of your mandate. Deposits and withdrawals can affect the achievement of your investment objectives. Let your Asset Manager advise you on this.

Stopping

You can always stop using Discretionary Portfolio Management free of charge by writing to us.

More information and conditions

For whom is Discretionary Portfolio Management

  • You want to invest for the longer term.
  • You don't want to worry about your investments.
  • You want your assets to be actively invested by the bank's experts.
  • You are prepared to take risks and know that you may lose some of your investments.

Risks

You should only invest with money that you have over and above your buffer for unforeseen expenses. Investing can be interesting, but it also involves risks. You can lose (part of) your investment. It is good to be aware of this. Only invest in investment products that you understand.

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

When you start with Discretionary Portfolio 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.

Fees

The fees differ per mandate. Please contact one of our Private Bankers to receive a personalised proposal.

Risk profiles

ABN AMRO uses six risk profiles for Discretionary Portfolio Management: from low risk (very defensive) to very high risk (very offensive). Each risk profile is accompanied by a recommended distribution of the invested capital across equities, bonds, alternative investments and liquidities.

Once you have determined your risk profile together with your Asset Manager, we can compile a suitable investment portfolio. You will immediately see what this can mean for the return of your investments.

Read the  brochure ‘A closer look at your risk profile’ .

Insight into the invested capital

Various information sources provide you with good information about your investment portfolio. In this way, we inform you about the composition of your portfolio, the return and our investment policy. In addition, your Asset Manager will review your portfolio with you once a year. 

  • Portfolio overview 
    Your portfolio overview provides insight into the composition of your portfolio every quarter. You can also see the transactions in that quarter, the distribution among the various  asset classes and the return. 
  • Online portfolio overview 
    The secure environment of Digital Banking gives insight into your investment portfolio 24 hours a day, 7 days a week.
  • Digital newsletter
    You will receive a digital newsletter with an explanation of the investment choices on a quarterly basis.
  • Investment information
    Depending on the market developments, you will receive updates on important developments. 

Sustainability

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

Do you want to invest sustainably within Discretionary Portfolio Management? Then look at the possibilities of the Sustainable Funds Mandate and the Sustainable Investing Mandate.

Depositing and withdrawing

With Discretionary Portfolio Management you have your assets managed for the long-term. Depositing or withdrawing is possible at no extra cost. Please take note of the lower limit (minimum investment) of your mandate. Deposits and withdrawals can affect the achievement of your investment objectives. Let your Asset Manager advise you on this.

Stopping

You can always stop using Discretionary Portfolio Management free of charge by writing to us.