Investment Advice
ABN AMRO MeesPierson: a sparring partner for investment advice
When is investment advice the right choice?
Are you interested in financial topics, do you enjoy making your own investment decisions, and are you willing to devote the necessary time to doing so? We offer you all our experience, competence and expertise to guide you in your investment decisions. Let our experts advise you and work with us to develop the right investment strategy for you. We help you filter the relevant information from the overwhelming flow of data and stand by your side with our advice and know-how.
Thoughtful investment advice, tailored to your profile
Investing wealth always means investing in the future. When it comes to investment advice, our partnership begins by discussing your personal goals and preferences. This includes both your risk tolerance and your investment horizon. Based on this, we take a highly structured approach to your investments.
What type of investment advice is right for you?
Comfort 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
Active Investment Advice
- You invest in a balanced manner for the (medium to long term
- You have monthly contact with your investment advisor
- You have access to a complete investment universe
Private Equity Advice
- You invest in a more exclusive asset class
- You meet with your investment advisor several times a year
- You invest exclusively in private equity funds
More information and conditions on investment advice
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 (PDF, 2 MB) '.
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 (PDF, 1 MB) '.
Sustainability
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 Sustainable Finance Disclosure Regulation (SFDR), there has been a legal obligation to provide greater transparency regarding 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.
Costs
For Investment Advice, ABN AMRO MeesPierson charges either an all-inclusive fee or an advisory fee plus transaction costs. Taxes and withholding taxes remain at the expense of the client and are therefore not included in the fees mentioned above. Would you like more information? Contact your private banker or get in touch via our contact page.
Our tariff list also provides an overview of the main costs.
Our tariff list also provides an overview of the main costs.
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 shows the asset and regional allocation, your portfolio’s return, a comparison with the benchmark, and a transaction summary of investments and divestments. Finally, it includes a cost summary, 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 Investment Advice, you can do so at any time free of charge by notifying us in writing.
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 (PDF, 2 MB) '.
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 (PDF, 1 MB) '.
Sustainability
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 Sustainable Finance Disclosure Regulation (SFDR), there has been a legal obligation to provide greater transparency regarding 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.
Costs
For Investment Advice, ABN AMRO MeesPierson charges either an all-inclusive fee or an advisory fee plus transaction costs. Taxes and withholding taxes remain at the expense of the client and are therefore not included in the fees mentioned above. Would you like more information? Contact your private banker or get in touch via our contact page.
Our tariff list also provides an overview of the main costs.
Our tariff list also provides an overview of the main costs.
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 shows the asset and regional allocation, your portfolio’s return, a comparison with the benchmark, and a transaction summary of investments and divestments. Finally, it includes a cost summary, 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 Investment Advice, you can do so at any time free of charge by notifying us in writing.
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.
Brochure 'A closer look at your investor profile'Investor
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