One person sleeps badly because of the possibility of his or her investment losing value. Another aims to double their wealth within ten years and accepts the associated risks. The goals for which someone invests may also vary from person to person. We are just saying: the differences between investors can be very big. Therefore, good investment advice starts with carefully mapping out your personal situation and wishes. Think about your investment goals and the conditions your investments should meet. For example, do you want your investment to contribute to a better world? If so, to what extent? Which types of investments are suitable is also an important question to answer.
To determine which investments best align with your goals, it is important to choose a clear investment strategy. Find more information on the page about investment strategy.
With us, Investment Advice (with capital letters) is the name of the investment service where we give you regular well-founded personal advice, carefully tailored to you and your goals. You hold the reins yourself and give stock market orders but benefit fully from our information and investment ideas. Investment advice is therefore a different form of investment service than Asset Management, where we manage your investments and you do not give buy and sell orders.
(Family) Assets | All-in fee per year (including 21% VAT) |
€ 10 million or more | 0,67% |
€ 5 million to € 10 million | 0,95% |
€ 3 million to € 5 million | 1,12% |
€ 1 million to € 3 million | 1,39% |
The published all-in fees are subject to VAT. You pay 21% VAT over 55% of the fee; 45% of the fee is exempt from VAT. | |
Please find a detailed fee chart for new clients here.
More information on fees
The fees you pay on an annual basis depend on the type of service you choose, the size of your assets, your risk profile and the securities that make up your portfolio.
The following documents map out a number of combinations to give you a good idea of the fees involved.
Defensief risicoprofiel, Vermogensbeheer en Beleggingsadvies op basis van individuele regels (only in Dutch)
Neutraal risicoprofiel, Vermogensbeheer en Beleggingsadvies op basis van individuele regels (only in Dutch)
Offensief risicoprofiel, Vermogensbeheer en Beleggingsadvies op basis van individuele regels (only in Dutch)
InsingerGilissen is a signatory to the United Nations Principles for Responsible Investment. So you can rest assured that our investments are responsible. We take 'ESG' factors into account in all our investment proposals, in which E stands for environment, S for social and G for governance factors. Before we recommend a share or bond, we review the company or issuer on more than 180 characteristics. We do this with the help of our sustainability data provider, the renowned research institute Morningstar Sustainalytics. Read more on our page about sustainable investing.
Clients who choose our Investment Advice services, receive regular information and investment suggestions from their Client Advisor, but decide on trades themselves. Read more about the investment result on our page about Additional information Beheerstrategie NV.
Good investment advice provides the recipient with information on how the assets can be invested, based on someone's specific personal situation, wishes and goals. Thereby, the degree of risk a person is willing or able to accept, determines the ratio between risky and less risky investments. That ratio determines your so-called risk profile, which is by far the most decisive part of the advice. The ratio of more risky investments (such as equities) to less risky investments (such as bonds) largely determines long-term returns. Will you become our client? Then you and your Client Advisor determine your investment profile and this is then recorded in your file. This forms the basis for our advisory services.
Wherever you live in the Netherlands, good investment advice is never far away. You can always reach an InsingerGilissen office within short time. In addition to our head branch in Amsterdam, we also have offices in The Hague, Zwolle, Eindhoven, Groningen and Rotterdam. Would you like to invest assets of one million euros or more? Feel free to make an appointment to get acquainted with us without any obligation.
Besides our day-to-day banking services and investment services, you can also benefit from our special Private Banking services:
- Financial planning and estate planning
- Lending
- Financial administration services ('Shoe Box')
- Strategies for donations, philanthropy and supporting charities.
Would you like to get acquainted? Please contact us by phone at +31 6 11 64 12 63.
You can also fill in the contact form via the Contact button below, call +31 20 521 50 00 or email privatebanking@insingergilissen.nl.
