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.
Either, a widely diversified portfolio where the manager has great flexibility.
Or, a portfolio fully designed in line with your specific wishes.
A portfolio exclusively intended for companies and consisting of a limited number of specific investment funds.
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.
The fees differ per mandate. Please contact one of our Private Bankers to receive a personalised proposal.
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.
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.
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.
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.
You can always stop using Discretionary Portfolio Management free of charge by writing to us.
