Uitgelogd

U bent succesvol uitgelogd.

ABN AMRO

Private Equity Advice

Diversify your investments into the unlisted securities market

Want to know more about Private Equity Advice?

  • Access to an exclusive asset class 
  • An attractive addition to a liquid investment portfolio 
  • For experienced investors with a long-term investment horizon 
  • For assets available for investment of €5,000,000 and upwards

As an experienced investor, do you want to be able to invest in less liquid investments alongside your liquid investments? If so, Private Equity Advice from ABN AMRO Private Banking may be an attractive addition to your (liquid) investment portfolio. 

Working with an adviser, you can build up a diversified portfolio of reputable international private equity funds.

News: Private Equity Fund

Our increasing focus on sustainable investing is constantly generating innovations. The latest example is the introduction of an impact private equity fund that invests in companies that see it as their mission to have a positive impact on people, the environment and society as well as achieving a healthy financial return.

More information about private equity:

What is private equity?

Private equity is a form of investment where you invest in unlisted companies at various stages in their development. Doing so allows you to take a financial stake in companies that are not on the stock exchange.
What is Private Equity Advice?

Private Equity Advice can be an attractive addition to your (liquid) investment portfolio. Private equity investments offer the possibility of a higher return than listed shares, but are of course riskier and less liquid. Working with your investment adviser, you can determine your personal private equity investment plan. The aim is to build up a diversified private equity portfolio over a few years, diversifying by:

  • Investment years 
  • Regions 
  • Investment types (such as buy-outs, growth capital, venture capital) 
  • Any investment themes (such as digitisation, impact investing) 
Based on the investment plan that you and your adviser draw up together, you will then be informed of suitable investment opportunities a few times each year. Together with your adviser, you can then determine the potential addition of private equity to your investments. The private equity funds selected by ABN AMRO are subjected to extensive analysis. Your adviser will discuss with you the benefits, disadvantages and risks of each investment proposed.
Who is it for?

Private Equity Advice is for investors with free assets available for investment from €5,000,000 and upwards. You are an experienced investor and understand the characteristics of private equity investment. You are prepared to accept a higher risk for this portion of your assets, and you have a long-term investment horizon. You can handle the uncertain timing of the capital calls and dividends from private equity funds. 

Before you can join Private Equity Advice, you will need to complete an additional knowledge test.

Investment opportunities

The Private Equity Solutions team from ABN AMRO Private Banking will select funds from internationally reputable and experienced Private Equity Managers. These may be larger individual funds (with a fund size of more than €1,000,000,000) or a basket of smaller funds. 

Due to the attractive risk-return profile (higher expected return, lower volatility than listed shares), ABN AMRO mainly selects buy-out funds and funds that channel growth capital to entrepreneurs. We also see good opportunities with specific secondary funds or co-investment funds. We prefer to offer venture capital funds or other themed funds with a higher specific risk only within a basket of private equity funds. This helps to spread the risks.

Benefits of a pan-European approach

ABN AMRO Private Banking belongs to the ABN AMRO Group, which is one of the biggest private banking operators in Europe. By offering an integrated private equity approach to all our private clients in Europe, we have become an important partner to the largest private equity firms. 

This additional dimension means that we can rely on sometimes exclusive, but always sufficiently large allocations, delivering significant economies of scale to our clients. Thanks to our presence in a number of different countries, over the last 20 years we have also been able to offer a more extensive and exclusive selection of private equity funds, drawing on our important contacts with private equity management companies around the globe. 

Our selection process is similar to that of the large pension funds or insurance companies. Phase 1 is devoted to due diligence, an in-depth analysis of companies: their past performance, key people, stability of their teams and success in various macroeconomic cycles. 

After this analysis phase, which typically lasts three to four weeks, there is a face-to-face meeting with the management and investment teams, the risk management teams and the support services to assess their strengths in person. The management company is then put forward to our pan-European Private Equity Investment Committee, who may or may not confirm the proposal. 

At the end of the day, this approach gives us access to large cap funds normally reserved for institutional investors only.

Information about your investments

Private equity investments are inherently long-term, for 10 years or more and do not lend themselves to active investment due to their lack of liquidity. Nevertheless, we will keep you informed about your investments and about new investment opportunities in various ways that are described below: 

  • Asset reporting
    Each quarter, we provide you with an overview of the private equity funds in which you have invested. In this overview, you can see the valuation of your private equity investments per fund, plus a clear overview of your committed value, the amounts withdrawn and any outstanding payment obligations. 
  • Annual review
    You will regularly discuss your private equity investment plan with your adviser, as well as your current and any future investments in private equity and their suitability. You can use this review to decide together whether to continue down the path you are on or whether to adjust your plan. You will receive quarterly updates on key topics for your portfolio in light of market developments.
How do I carry out a transaction?

You invest in Private Equity Advice with a committed amount per fund. This amount is requested during the term of the fund in several capital calls. 

If a capital call is expected from you, you will be informed by your investment adviser. 

Your investment adviser will then ensure that this amount is invested in the private equity fund.

What costs are involved?

The costs of the funds launched by ABN AMRO are described in detail per fund and consist of the following: 

  • Advisory fees for your Private Equity Advice Account 
  • The one-off subscription fee of ABN AMRO 
  • The one-off fee and product costs of the feeder fund
Sustainability

Engagement is used to encourage companies within the investment universe to improve their business strategies and performance. This includes environmental, social and governance (ESG) aspects.
Summary

In brief:
  • Access to an exclusive asset class 
  • An attractive addition to a liquid investment portfolio 
  • For experienced investors with a long-term investment horizon 
  • Invest through your personal investment adviser 
  • Advice aimed at building a diversified portfolio with highly regarded international private equity funds 
  • Regular reports and fund information

More information about private equity:

What is private equity?

Private equity is a form of investment where you invest in unlisted companies at various stages in their development. Doing so allows you to take a financial stake in companies that are not on the stock exchange.

What is Private Equity Advice?

Private Equity Advice can be an attractive addition to your (liquid) investment portfolio. Private equity investments offer the possibility of a higher return than listed shares, but are of course riskier and less liquid. Working with your investment adviser, you can determine your personal private equity investment plan. The aim is to build up a diversified private equity portfolio over a few years, diversifying by:

  • Investment years 
  • Regions 
  • Investment types (such as buy-outs, growth capital, venture capital) 
  • Any investment themes (such as digitisation, impact investing) 
Based on the investment plan that you and your adviser draw up together, you will then be informed of suitable investment opportunities a few times each year. Together with your adviser, you can then determine the potential addition of private equity to your investments. The private equity funds selected by ABN AMRO are subjected to extensive analysis. Your adviser will discuss with you the benefits, disadvantages and risks of each investment proposed.

Who is it for?

Private Equity Advice is for investors with free assets available for investment from €5,000,000 and upwards. You are an experienced investor and understand the characteristics of private equity investment. You are prepared to accept a higher risk for this portion of your assets, and you have a long-term investment horizon. You can handle the uncertain timing of the capital calls and dividends from private equity funds. 

Before you can join Private Equity Advice, you will need to complete an additional knowledge test.

Investment opportunities

The Private Equity Solutions team from ABN AMRO Private Banking will select funds from internationally reputable and experienced Private Equity Managers. These may be larger individual funds (with a fund size of more than €1,000,000,000) or a basket of smaller funds. 

Due to the attractive risk-return profile (higher expected return, lower volatility than listed shares), ABN AMRO mainly selects buy-out funds and funds that channel growth capital to entrepreneurs. We also see good opportunities with specific secondary funds or co-investment funds. We prefer to offer venture capital funds or other themed funds with a higher specific risk only within a basket of private equity funds. This helps to spread the risks.

Benefits of a pan-European approach

ABN AMRO Private Banking belongs to the ABN AMRO Group, which is one of the biggest private banking operators in Europe. By offering an integrated private equity approach to all our private clients in Europe, we have become an important partner to the largest private equity firms. 

This additional dimension means that we can rely on sometimes exclusive, but always sufficiently large allocations, delivering significant economies of scale to our clients. Thanks to our presence in a number of different countries, over the last 20 years we have also been able to offer a more extensive and exclusive selection of private equity funds, drawing on our important contacts with private equity management companies around the globe. 

Our selection process is similar to that of the large pension funds or insurance companies. Phase 1 is devoted to due diligence, an in-depth analysis of companies: their past performance, key people, stability of their teams and success in various macroeconomic cycles. 

After this analysis phase, which typically lasts three to four weeks, there is a face-to-face meeting with the management and investment teams, the risk management teams and the support services to assess their strengths in person. The management company is then put forward to our pan-European Private Equity Investment Committee, who may or may not confirm the proposal. 

At the end of the day, this approach gives us access to large cap funds normally reserved for institutional investors only.

Information about your investments

Private equity investments are inherently long-term, for 10 years or more and do not lend themselves to active investment due to their lack of liquidity. Nevertheless, we will keep you informed about your investments and about new investment opportunities in various ways that are described below: 

  • Asset reporting
    Each quarter, we provide you with an overview of the private equity funds in which you have invested. In this overview, you can see the valuation of your private equity investments per fund, plus a clear overview of your committed value, the amounts withdrawn and any outstanding payment obligations. 
  • Annual review
    You will regularly discuss your private equity investment plan with your adviser, as well as your current and any future investments in private equity and their suitability. You can use this review to decide together whether to continue down the path you are on or whether to adjust your plan. You will receive quarterly updates on key topics for your portfolio in light of market developments.

How do I carry out a transaction?

You invest in Private Equity Advice with a committed amount per fund. This amount is requested during the term of the fund in several capital calls. 

If a capital call is expected from you, you will be informed by your investment adviser. 

Your investment adviser will then ensure that this amount is invested in the private equity fund.

What costs are involved?

The costs of the funds launched by ABN AMRO are described in detail per fund and consist of the following: 

  • Advisory fees for your Private Equity Advice Account 
  • The one-off subscription fee of ABN AMRO 
  • The one-off fee and product costs of the feeder fund

Sustainability

Engagement is used to encourage companies within the investment universe to improve their business strategies and performance. This includes environmental, social and governance (ESG) aspects.

Summary

In brief:
  • Access to an exclusive asset class 
  • An attractive addition to a liquid investment portfolio 
  • For experienced investors with a long-term investment horizon 
  • Invest through your personal investment adviser 
  • Advice aimed at building a diversified portfolio with highly regarded international private equity funds 
  • Regular reports and fund information
Julien Richelle

Is investing in private equity right for you?

Contact us with no obligation. After submitting the contact form, you will be called back by New Business Manager Julien Richelle. He is responsible for the initial contact and your introduction to the bank.

Investing involves risks

Investing can be interesting, but it also involves risks. You could lose part or all of your invested capital. That is why we recommend that you only invest money that you do not need immediately and that you always retain a buffer for unforeseen expenses. Furthermore, we advise you to only invest in investment products that you understand or with which you already have some experience. Read below about the most common risks of investing.

Our offer within investment advice

ABN AMRO

Active Investment Advice

  • You invest in a balanced and active way for the medium to long term
  • You have contact with your investment adviser at least once a month
  • You have access to a broad range of different asset classes worldwide
ABN AMRO

Comfort ESG Investment Advice

  • You invest in a balanced way for the long term
  • You have contact with your investment adviser several times a year
  • You mainly invest in investment funds