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Portfolio Management

Investing your way

Portfolio Management

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  • Personal attention for your capital
  • A team of experts invests for you
  • Award-winning services

Is Portfolio Management interesting for you?

You would like to invest part of your money, but prefer to do so by using the knowledge and experience of our investment experts. Your Wealth Specialist will guide you in every choice you make. According to your wishes and in a way that suits you. You therefore don’t have to worry about it yourself and your investment portfolio will receive personal attention from our expert Wealth Specialists.

What is Portfolio Management?

At ABN AMRO MeesPierson you have your assets invested by a team of investment experts. You opt for personal attention, convenience and expertise. You will receive personal advice from a Wealth Specialist who will review how your portfolio is doing with you annually. You also always have insight into your assets through Internet Banking or our ABN AMRO app. You invest with an experienced and reliable bank.

You can choose from 7 different types of portfolio management

Impact Funds Mandate

  • Investments that make a measurable and positive impact on the world
  • Investments in equity, bond and alternative funds
  • Investing in different asset classes
More information Information about sustainability

ESG Funds Mandate

  • Selection of funds based on ESG class
  • Unique for this mandate; use of an external party for exclusive funds selection
  • Performance of companies in the long term, transparency about the investments
  • From € 50,000.00
More information Information about sustainability

ESG Investments Mandate

  • Investing in innovative companies from developed markets that meet strict ESG requirements
  • Investments that contribute to the development goals of the United Nations
  • Alternative investments
  • From € 500,000.00
More information Information about sustainability

Comfort Income Mandate

  • Passive and active investment focused on dividend payments
  • Diversification through investment in index funds and ETFs
  • Investing in Passive Funds, which results in lower management costs
  • From € 50,000.00
More information Information about sustainability

Impact Funds Mandate

  • Investments that make a measurable and positive impact on the world
  • Investments in equity, bond and alternative funds
  • Investing in different asset classes
More information Information about sustainability

ESG Funds Mandate

  • Selection of funds based on ESG class
  • Unique for this mandate; use of an external party for exclusive funds selection
  • Performance of companies in the long term, transparency about the investments
  • From € 50,000.00
More information Information about sustainability

ESG Investments Mandate

  • Investing in innovative companies from developed markets that meet strict ESG requirements
  • Investments that contribute to the development goals of the United Nations
  • Alternative investments
  • From € 500,000.00
More information Information about sustainability

Comfort Income Mandate

  • Passive and active investment focused on dividend payments
  • Diversification through investment in index funds and ETFs
  • Investing in Passive Funds, which results in lower management costs
  • From € 50,000.00
More information Information about sustainability

Special Mandate

  • Specific requirements for the management of your investment portfolio
  • Convenience and transparency
  • Professionally and actively managed investment portfolio
More information Information about sustainability

Multi Manager Mandate

  • Diversified investment in worldwide funds of renowned fund houses
  • Consistent historical performance and strategy
  • Thematic funds
  • From € 50,000.00
More information Information about sustainability

Classic Mandate

  • Investing in a selection of individual shares, bonds and funds
  • World-wide investments in recognisable, leading companies within their sectors
  • Focused on long-term investments
  • From € 500,000.00
More information Information about sustainability

Special Mandate

  • Specific requirements for the management of your investment portfolio
  • Convenience and transparency
  • Professionally and actively managed investment portfolio
More information Information about sustainability

Multi Manager Mandate

  • Diversified investment in worldwide funds of renowned fund houses
  • Consistent historical performance and strategy
  • Thematic funds
  • From € 50,000.00
More information Information about sustainability

Classic Mandate

  • Investing in a selection of individual shares, bonds and funds
  • World-wide investments in recognisable, leading companies within their sectors
  • Focused on long-term investments
  • From € 500,000.00
More information Information about sustainability

What can you expect from Portfolio Management?

Personal attention

You are in contact with your own Wealth Specialist with whom you will discuss your financial situation and your investments.

Award-winning services

ABN AMRO is by far the largest Portfolio Manager for private individuals in the Netherlands, with a lot of experience.

Expertise

Your money is invested by a team of experts who monitor the stock markets worldwide day in and day out.

Your asset manager takes the time to help you

Your assets are managed by a team of investment experts. Your asset specialist 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 specialist will gladly take the time to help you. In this way, you don’t have to worry about your investments, but always have insight and control.

More information and conditions

For whom is asset management?
  • You want to invest for the longer term.
  • You do not want to have to worry about your investments.
  • You want to have your assets actively invested by bank experts.
  • You are willing to take risks and know that you can lose part of the investment.
Risks

You should only invest spare money, not including your buffer for unforeseen expenses. Investing can be interesting, but involves risks. You can lose (a part of) your deposit. It is good to be aware of this. Invest only in investment products that you understand.

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

When you start with Asset 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.

It is also good to know that:

  • The investment risks in your portfolio are monitored on a daily basis by a specialised department. The daily operational processes required to manage your portfolio are of the highest standards, they meet European standards (ISEA 3402 – standard).
  • The investments in your portfolio are legally separated from ABN AMRO. They are in your name and are therefore your property. This means that your investments are secured in the event of the possible bankruptcy of ABN AMRO.
Costs

The costs vary per mandate. For the costs, please visit the relevant page for the Sustainable Funds Mandate, Sustainable Investing Mandate, Multi Manager Mandate, Comfort Income Mandate, Classic Mandate and/or Special Mandate.

You can find an overview of the costs of our investment products here.

Risk profile

ABN AMRO MeesPierson uses six risk profiles for Asset Management: from low risk (very defensive) to very high risk (very offensive). Each risk profile includes a recommended distribution of the invested capital between shares, bonds, alternative investments and liquidities.

When you have determined your risk profile together with your asset manager, we can compile an appropriate investment portfolio. You can immediately see what this can mean for the returns on your investments.

More about the risk profile

Insight into the invested capital

Various sources of information inform you well about your investment portfolio. In this way we inform you about the composition of your portfolio, the returns and our investment policy. In addition, your asset manager will review your portfolio with you once a year.

  • Asset Report
    The asset report provides quarterly insight into the composition of your portfolio. You will also see the transactions in that quarter, the distribution across the various asset classes and the return.
  • Asset Report Online
    Insight into your investment portfolio through the secure Internet Banking environment, 24 hours a day, 7 days a week. That is Asset Report Online.
  • Tax Statement
    You will receive a tax statement for your tax return every year.
  • Digital Newsletter
    You will receive the digital newsletter monthly with an explanation of the investment choices.
  • Investment Information
    Depending on market developments, you will receive updates on important developments.
Sustainability

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

Do you want to invest sustainably within Asset Management? Then consider the options under the Sustainable Funds Mandate and the Sustainable Investing Mandate.

Depositing and withdrawing

Asset management allows you to manage your assets for the long term. Depositing or withdrawing is possible free of charge. Please do take into account the lower limit (minimum investment) of your mandate. Deposits and withdrawals can affect the achievement of your investment objectives. Get advice from your Asset Manager on this.

Stopping

You can always stop Asset Management free of charge by means of a written letter to us.

More information and conditions

For whom is asset management?
Risks
Costs
Risk profile
Insight into the invested capital
Sustainability
Depositing and withdrawing
Stopping

For whom is asset management?

  • You want to invest for the longer term.
  • You do not want to have to worry about your investments.
  • You want to have your assets actively invested by bank experts.
  • You are willing to take risks and know that you can lose part of the investment.

Risks

You should only invest spare money, not including your buffer for unforeseen expenses. Investing can be interesting, but involves risks. You can lose (a part of) your deposit. It is good to be aware of this. Invest only in investment products that you understand.

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

When you start with Asset 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.

It is also good to know that:

  • The investment risks in your portfolio are monitored on a daily basis by a specialised department. The daily operational processes required to manage your portfolio are of the highest standards, they meet European standards (ISEA 3402 – standard).
  • The investments in your portfolio are legally separated from ABN AMRO. They are in your name and are therefore your property. This means that your investments are secured in the event of the possible bankruptcy of ABN AMRO.

Costs

The costs vary per mandate. For the costs, please visit the relevant page for the Sustainable Funds Mandate, Sustainable Investing Mandate, Multi Manager Mandate, Comfort Income Mandate, Classic Mandate and/or Special Mandate.

You can find an overview of the costs of our investment products here.

Risk profile

ABN AMRO MeesPierson uses six risk profiles for Asset Management: from low risk (very defensive) to very high risk (very offensive). Each risk profile includes a recommended distribution of the invested capital between shares, bonds, alternative investments and liquidities.

When you have determined your risk profile together with your asset manager, we can compile an appropriate investment portfolio. You can immediately see what this can mean for the returns on your investments.

More about the risk profile

Insight into the invested capital

Various sources of information inform you well about your investment portfolio. In this way we inform you about the composition of your portfolio, the returns and our investment policy. In addition, your asset manager will review your portfolio with you once a year.

  • Asset Report
    The asset report provides quarterly insight into the composition of your portfolio. You will also see the transactions in that quarter, the distribution across the various asset classes and the return.
  • Asset Report Online
    Insight into your investment portfolio through the secure Internet Banking environment, 24 hours a day, 7 days a week. That is Asset Report Online.
  • Tax Statement
    You will receive a tax statement for your tax return every year.
  • Digital Newsletter
    You will receive the digital newsletter monthly with an explanation of the investment choices.
  • Investment Information
    Depending on market developments, you will receive updates on important developments.

Sustainability

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

Do you want to invest sustainably within Asset Management? Then consider the options under the Sustainable Funds Mandate and the Sustainable Investing Mandate.

Depositing and withdrawing

Asset management allows you to manage your assets for the long term. Depositing or withdrawing is possible free of charge. Please do take into account the lower limit (minimum investment) of your mandate. Deposits and withdrawals can affect the achievement of your investment objectives. Get advice from your Asset Manager on this.

Stopping

You can always stop Asset Management free of charge by means of a written letter to us.

Investing involves risks

You should only invest capital that you have over and above your buffer for unforeseen expenses. Investing can be interesting, but it is not without risk. You may lose (a part of) your investment. It is good to be aware of this.

Read more about the risks associated with investments.

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We are available on business days between 09.00 and 17.00 to exchange ideas.

+31 (0)20 343 43 33