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ABN AMRO

Active Investment Advice 

Responding to market opportunities 

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

Regular and personal contact 

You see your Investment Adviser as a real sparring partner. You have weekly to monthly contact with this adviser, so that you are well informed and can act quickly in the event of opportunities or risks in the market. You regularly receive investment suggestions to capitalise on current market opportunities.

More information and terms and conditions 

What is Active Investment Advice? 

Opting for Active Investment Advice? Then you have an active and stable investment portfolio. You regularly receive investment suggestions based on a comprehensive fundamental analysis. With a technical analysis we can then determine the correct purchase or sale moment for these suggestions.

For whom? 

Active Investment Advice is intended for investors at ABN AMRO Private Banking who would like to consult an expert regularly about their investment decisions.

What are the investment options? 

With Active Investment Advice you have an active and stable investment portfolio in which the investments are spread over different asset classes.

  • You can invest in, among other things, stocks, corporate and government bonds, investment funds, trackers and structured investment products.
  • Your investment adviser will help you manage your risks. In order to provide you with the best possible advice, the investment specialists and analysts at ABN AMRO Private Banking research companies, investment funds and investment products worldwide.
  • This is how our analysts determine their long-term view of market price development and therefore whether the investment product in question is worth buying, holding or selling. We call this fundamental analysis. When our specialists research a company, they analyse:
  1. the financial situation, company structure, turnover data and profit figures;
  2. the composition and quality of the management;
  3. developments in the sector and in the country or region in which the company, investment fund or product is active.
How do I get information about my investments? 

You can closely monitor the performance of your investment portfolio through various information sources. In addition, we continuously inform you about current market developments and if necessary your Investment Adviser will contact you. Would you like to utilise all the benefits of Active Investment Advice? Then you will need Online Banking.

  • Asset Reporting
    Every quarter you will receive a comprehensive analysis of your investment portfolio and the results achieved by mail or digitally through Online Banking.
  • Asset Reporting Online
    The secure environment of Online Banking gives insight into your investment portfolio 24 hours a day, 7 days a week.
  • Mobile Banking
    The app gives insight into current market prices and your investment portfolio anytime and anywhere on your smartphone or tablet. Read more about the ABN AMRO Private Banking App.
  • Comprehensive investment information
    Comprehensive investment information and research can be viewed on this site and on today.abnamro.be
  • Current investment information
    Depending on market developments, you will receive quarterly updates on important topics for your portfolio. When it is time to take action, you will receive an alert. Your Investment Adviser will then contact you by telephone.
  • Investment suggestions
    You will receive buy, sell and exchange suggestions, plus the proposal to adjust your investment portfolio.
What are the rates? 

For Active Investment Advice, you pay consultancy costs and transaction costs. Sometimes you pay other costs. For more information, please contact one of our Private Bankers.

Risk Profiles

ABN AMRO uses six risk profiles for Investment Advice: from low risk (very defensive) to very high risk (very aggressive). Each risk profile has its own recommended allocation for the assets invested across shares, bonds, alternative investments and cash. Once you and your Investment Advisor have determined your risk profile, we can put together an appropriate investment portfolio. You will see immediately what this can mean for the return on your investments.

Sustainability profiles

ABN AMRO uses five sustainability profiles: from 'Basic' (minimum sustainability criteria) to 'Taxonomy-aligned' (maximum sustainability criteria). Each concept within Investment Advice is linked to a sustainability profile which in turn can be linked to the client's acquired sustainability preferences.

Active Investment Advice is linked to the sustainability profile 'ESG'. Here various exclusions are applied to promote environmental (Environmental) and social (Social) factors. In addition, most companies we advise on are required to adopt good governance practices.

Sustainable Financial Disclosure

Following the European Sustainable Finance Disclosure Regulation (SFDR), the Bank informs you of how sustainability risks are taken into account in its investment decisions.

Summary 
  • Balanced and active investing for the medium to long term
  • Investing with your personal Investment Adviser
  • Weekly to monthly contact
  • Advice focused on attractive market opportunities
  • Active monitoring of your investment portfolio
  • You decide whether to buy or sell
  • Investment suggestions and personalised advice proposals
  • Customised structured investment solutions
  • Periodic reports

More information and terms and conditions 

What is Active Investment Advice? 

Opting for Active Investment Advice? Then you have an active and stable investment portfolio. You regularly receive investment suggestions based on a comprehensive fundamental analysis. With a technical analysis we can then determine the correct purchase or sale moment for these suggestions.

For whom? 

Active Investment Advice is intended for investors at ABN AMRO Private Banking who would like to consult an expert regularly about their investment decisions.

What are the investment options? 

With Active Investment Advice you have an active and stable investment portfolio in which the investments are spread over different asset classes.

  • You can invest in, among other things, stocks, corporate and government bonds, investment funds, trackers and structured investment products.
  • Your investment adviser will help you manage your risks. In order to provide you with the best possible advice, the investment specialists and analysts at ABN AMRO Private Banking research companies, investment funds and investment products worldwide.
  • This is how our analysts determine their long-term view of market price development and therefore whether the investment product in question is worth buying, holding or selling. We call this fundamental analysis. When our specialists research a company, they analyse:
  1. the financial situation, company structure, turnover data and profit figures;
  2. the composition and quality of the management;
  3. developments in the sector and in the country or region in which the company, investment fund or product is active.

How do I get information about my investments? 

You can closely monitor the performance of your investment portfolio through various information sources. In addition, we continuously inform you about current market developments and if necessary your Investment Adviser will contact you. Would you like to utilise all the benefits of Active Investment Advice? Then you will need Online Banking.

  • Asset Reporting
    Every quarter you will receive a comprehensive analysis of your investment portfolio and the results achieved by mail or digitally through Online Banking.
  • Asset Reporting Online
    The secure environment of Online Banking gives insight into your investment portfolio 24 hours a day, 7 days a week.
  • Mobile Banking
    The app gives insight into current market prices and your investment portfolio anytime and anywhere on your smartphone or tablet. Read more about the ABN AMRO Private Banking App.
  • Comprehensive investment information
    Comprehensive investment information and research can be viewed on this site and on today.abnamro.be
  • Current investment information
    Depending on market developments, you will receive quarterly updates on important topics for your portfolio. When it is time to take action, you will receive an alert. Your Investment Adviser will then contact you by telephone.
  • Investment suggestions
    You will receive buy, sell and exchange suggestions, plus the proposal to adjust your investment portfolio.

What are the rates? 

For Active Investment Advice, you pay consultancy costs and transaction costs. Sometimes you pay other costs. For more information, please contact one of our Private Bankers.

Risk Profiles

ABN AMRO uses six risk profiles for Investment Advice: from low risk (very defensive) to very high risk (very aggressive). Each risk profile has its own recommended allocation for the assets invested across shares, bonds, alternative investments and cash. Once you and your Investment Advisor have determined your risk profile, we can put together an appropriate investment portfolio. You will see immediately what this can mean for the return on your investments.

Sustainability profiles

ABN AMRO uses five sustainability profiles: from 'Basic' (minimum sustainability criteria) to 'Taxonomy-aligned' (maximum sustainability criteria). Each concept within Investment Advice is linked to a sustainability profile which in turn can be linked to the client's acquired sustainability preferences.

Active Investment Advice is linked to the sustainability profile 'ESG'. Here various exclusions are applied to promote environmental (Environmental) and social (Social) factors. In addition, most companies we advise on are required to adopt good governance practices.

Sustainable Financial Disclosure

Following the European Sustainable Finance Disclosure Regulation (SFDR), the Bank informs you of how sustainability risks are taken into account in its investment decisions.

Summary 

  • Balanced and active investing for the medium to long term
  • Investing with your personal Investment Adviser
  • Weekly to monthly contact
  • Advice focused on attractive market opportunities
  • Active monitoring of your investment portfolio
  • You decide whether to buy or sell
  • Investment suggestions and personalised advice proposals
  • Customised structured investment solutions
  • Periodic reports

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

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
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