If you decide to have your money invested using our Portfolio Management service, an Investment Adviser will support you throughout the process. Together, you will take stock of your goals and options, and select the most appropriate investments. Your choices will be reviewed each year, and you can always turn to the Investment Adviser in the meantime if you have questions about your assets or portfolio.
Especially for you
During the intake meeting, you and the Investment Adviser will discuss the following:
Review your financial situation with the Investment Adviser annually and determine whether your goals are still the same and whether they are still feasible.
After the meeting, the Investment Adviser will put together an advice report, explaining how your investments are doing and what adjustments can be made.
If you already invest elsewhere and want to switch to ABN AMRO, the Investment Adviser would be happy to make the necessary arrangements on your behalf.
If your current bank charges you for the transfer, we will reimburse these costs up to € 1,500.
During the intake meeting, you and the Investment Adviser will discuss the following:
Review your financial situation with the Investment Adviser annually and determine whether your goals are still the same and whether they are still feasible.
After the meeting, the Investment Adviser will put together an advice report, explaining how your investments are doing and what adjustments can be made.
If you already invest elsewhere and want to switch to ABN AMRO, the Investment Adviser would be happy to make the necessary arrangements on your behalf.
If your current bank charges you for the transfer, we will reimburse these costs up to € 1,500.
It's reassuring to know that my assets are being managed by ABN AMRO’s professionals and that I can discuss my finances with the same person each time.
A lot can change in a year, both on the investment market and in your personal life. That’s why our Investment Adviser will get in touch with you each year to schedule an advice meeting. Together, you will discuss where you stand and whether any changes are needed. And if you have any questions in the meantime, you can get in touch whenever you like.
We have a team of DSI-certified Investment Adviser all over the Netherlands who are ready to advise you. There is also a team of assistants who help to schedule appointments, answer your general questions about the Portfolio Management service and take care of administration. Our Investment Committee, ABN AMRO Investment Solutions’ experts and the fund managers manage your money to the best of their abilities.
Investing entails risks. You could lose (some of) the money you invested. If you are going to invest, it is important that you are aware of this. Invest with money you can spare. Keep a buffer for unforeseen circumstances.
