Investment Management
A broad range of investment products are available on the Dutch retail market, including shares, bonds, mutual funds, structured products, leveraged investments, and derivatives.
Once you have determined how much you can allocate to medium to long-term investments, we can assist you in creating a diversified, tax-efficient, and actively managed portfolio tailored to your preferred time frame, currency, and risk and return profile.
Why use our investment management services?
We can manage the process of building an investment portfolio for you and identify new investment opportunities that may not have been available otherwise. Our services include:
- Evaluating your unique financial objectives and risk tolerance: This involves gathering information on how much you wish to invest, desired returns, anticipated withdrawal dates, and your level of risk tolerance.
- Monitoring potential investments: Investment products can range from government bonds and cash deposits to shares in new and unpredictable companies. We analyse the potential risks and returns of each option to provide guidance on all available opportunities.
- Developing a personalised investment strategy. This is vital at the outset of your investment journey, but it should be regularly reviewed. As your work, family, or other circumstances change, it may be necessary to adjust your portfolio to optimise results.
How can we help you?
Erwin Berghuis
Financial Advisor
FAQ
Wealth management is a high-level professional service that combines financial and investment advice, accounting and tax services, retirement planning and legal or estate planning.
Wealth management is more than just investment advice, as it can encompass all parts of a person’s financial life. The idea is that rather than trying to integrate pieces of advice and various products from a series of professionals, clients benefit from a holistic approach in which a single manager coordinates all the services needed to manage their money and plan for their own or their family’s current and future needs.
As FVB De Boer we offer independent advice and extensive personal service in order to help you achieve your financial goals, now and in the future, via tailored solutions.
Give us the call and let our team help you plan
the next financial step in your life
Our Services
Mortgage Advisors
At FVB de Boer, we have established good working relationships with a number of Dutch banks to help you realize your dream property.
Home Insurance
FVB de Boer helps you to secure your property with building and fire insurance or home contents insurance for the short or long term.
Buy-To-Let Mortgages
Buying an apartment or home to rent out can be a good investment. FVB de Boer can arrange mortgages for expats to buy property.
Investment Management
Managing your investments as an expat is a top priority at FVB de Boer. We pride ourselves on being safe, knowledgeable and flexible.