Shared entrepreneurial mentality
Most of our clients have an entrepreneurial mentality. Like you, we also set high standards when it comes to professional competence, process quality, client focus, performance and support services.
Our clientele includes, among others:
• Wealthy private individuals
• (Religious) institutes
• Holders of family wealth
• (Family) Foundations
WMP works for a rapidly growing number of foundations and charities. The standards that apply to the practices of managing and implementing wealth management on behalf of these social organizations have become distinctly more professional in recent years.
‘TeamWMP’ helps the executive boards and directors of these organizations to set up both activities. In doing so, we pay particular attention to issues such as governance and responsible investment policy, monitoring and managing risks and ensuring transparency in costs, processes and reports.
Some of WMP's clients are (modestly sized) institutes that require WMP's expertise in relation to investment knowledge and reporting obligations. Our ISAE 3402 type II certification is an important quality criterion for this type of client. It is worth mentioning that WMP is capable of producing consolidated investment reports for religious institutes and complying with the periodical reporting obligations imposed by the regulators.
We have worked for many years for religious institutes, particularly ecclesiastical organizations, religious orders and congregations. We are aware of this target group’s specific needs and demands and can draw on the extensive experience present within ‘TeamWMP’ to produce customized solutions.
Financial and social values are integrally connected. Many of the intangible values associated with companies and organizations are a reflection of their reputation. That reputation can easily be damaged by poor performance in the area of sustainability. ‘TeamWMP’ helps you to achieve your sustainability goals and integrates them in your investment portfolio.
ALSO YOUR PARTNER IN SUSTAINA-