Discretionary Portfolio Management:
Your wealth, our expertise
With Discretionary Portfolio Management, you entrust the management of your wealth to the expert and experienced portfolio managers of ABN AMRO MeesPierson. Thanks to our personalized approach, your financial goals take center stage, allowing you to focus on the things that truly matter to you. Our aim is to manage your wealth in a responsible and thoughtful manner, aligned with your values and ambitions.
Investing the way it suits you
Within discretionary portfolio management, ABN AMRO MeesPierson offers a diverse range of options that meet a wide range of needs and preferences. Whether you are investing privately, value sustainability or are looking for a solution for your company: together we will find a mandate that suits your situation. Our experts think proactively with you and combine a personalized approach with an entrepreneurial view, ensuring your wealth is managed in a way that best fits your needs.
Choose the investment mandate that suits you
Investing allows you to pursue various of goals. Do you want to make an impact, grow your wealth or generate extra income? We have a suitable mandate for every purpose.
Impact Mandate
Investments in companies with a measurable positive impact on the world.
ESG Investing Mandate
Investing in socially responsible shares and bonds, complemented by specific ESG funds.
ESG Funds Mandate
Investments in ESG investment funds from various fund managers.
Comfort Invest Mandate
Access ABN AMRO's investment strategy by investing in our profile fund.
Active Index Mandate
Invests primarily in ETFs and index funds.
Classic Mandate
Investing in recognizable and high-quality individual shares and bonds, supplemented with specific funds.
Essential Mandate
Selection of investment funds that are managed in-house.
Flexible 60 mandate
Investing in individual lines and investment funds, where the manager has greater flexibility.
R&D mandate
Intended exclusively for companies and consisting of a limited number of funds.
Special mandate
Fully tailored in line with your specific wishes.
More information and conditions
Risks
You invest with money that you have available, in addition to your buffer for unexpected expenses. Although investing can be interesting, it also involves risks, such as the loss of (part of) your investment. It is important to be aware of this and only invest in products that you understand.
The investment risks in your portfolio are checked daily by a specialised department. The operational processes required to manage your portfolio meet high quality requirements and are in line with European standards (ISEA 3402 standard).
The investments in your portfolio are legally separate from ABN AMRO. They are in your name and are therefore your property. This means that your investments are protected in the event of ABN AMRO's bankruptcy.
Risk profiles
If you are going to invest, it is very important that your portfolio matches the risk you are willing and able to take, and your knowledge and experience in the field of investing.
ABN AMRO uses six risk profiles: from low risk (very defensive) to high risk (very offensive). Each risk profile has a recommended distribution of the invested assets across shares, bonds, alternative investments and liquidity.
Read the brochure 'A closer look at your investor profile '.
Sustainability profiles
We would also like to know how important sustainability is to you when it comes to your investments. That’s why we ask you a few questions about your sustainability preferences. Based on your answers, we will discuss together which sustainability profile suits you best.
ABN AMRO uses five sustainability profiles: from 'Basic' (minimum sustainability criteria) to 'Taxonomy-aligned' (maximum sustainability criteria). Each sustainability profile has specific sustainability criteria that determine the desired level of sustainability for your investments.
Read the brochure 'Your sustainability profile '.
Durability
As a client of ABN AMRO MeesPierson, you invest in the future together with us. Sustainable investing and responsible portfolio management have been an integral part of our approach for many years.
Since the implementation of the European Regulation on sustainability-related disclosures in the financial sector (Sustainable Finance Disclosure Regulation), there is a legal obligation for greater transparency on how sustainability is integrated into investment decisions.
ABN AMRO MeesPierson has further tightened up this provision of information in line with the SFDR Regulation. You can find all relevant information about how we deal with sustainability aspects on our legal information page.
Cost
In discretionary portfolio management, ABN AMRO MeesPierson works with an all-in fee. This all-in fee includes all costs incurred by ABN AMRO MeesPierson. These costs cover the management and administration of your portfolio, providing you with information, as well as the costs of purchase and sale transactions.
Taxes and withholding taxes remain at the expense of the client and are therefore not included in the all-in fee mentioned above.
Insight into the invested capital
You are well informed about your investment portfolio in various ways. For example, you will receive information about the composition of your portfolio, the achieved return and our investment strategy. Your portfolio manager is also always available to go through your portfolio with you.
- Portfolio overview
The report provides commentary from your portfolio manager and an overview of transactions summary of investments and disposals. In addition, it provides the asset and regional allocation, the performance of your portfolio and a comparison with the benchmark. Finally, it includes a breakdown of costs, including retrocessions and taxes. - Digital Banking
Digital Banking's secure environment gives you 24/7 insight into your investment portfolio. - Investment strategy
You will receive our monthly newsletter "Investment Strategy", which explains market developments, our investment strategy, and the asset class allocation in our portfolios.
Deposit, withdraw and stop
You can deposit or withdraw money free of charge, within the limits of the agreed mandate. However, please note that transactions may impact the achievement of your investment objectives. Therefore, always consult with your portfolio manager before making changes.
If you decide to discontinue Discretionary Portfolio Management, you can do so at any time free of charge by notifying us in writing.
Would you like to talk about your wishes and goals?
Not yet a client at ABN AMRO MeesPierson?
Why not meet us to discuss your private banking options, without any obligation? Schedule a call-back appointment, or contact us directly (on weekdays between 9 AM and 5 PM).
Are you already a client?
Your private banker is your dedicated point of contact for questions about your wealth. No details at hand? Check out the contact options.