IN EVERY ASPECT
Wealth Management Partners offers a very experienced team of financial specialists with a broad working experience and deep knowledge of wealth management services. We offer wealth management for clients with a minimum of € 2 million investable assets.
Our focus on investing leads to better results for you. We will not be distracted by other services but keep our 'eye on the ball’. Contrary to other parties where wealth management is often one of many activities, it is our sole specialism at WMP.
IN EVERY ASPECT
Just as independent as you are
The shares in Wealth Management Partners are largely owned by the founders/employees (90%), with the remaining shares in the hands of our clients. This is our company; we are proud of it and we are 100% committed to its success. There are no ownership relationships with banks or other financial institutions. This enhances ‘TeamWMP’s’ independence and professional freedom.
Strength of independent selection
Since its inception in 2004, WMP shows a rock solid track record and a strong reputation. The professional basis for our investment decisions? We select investments that are ‘best in class’ based on reliable information and facts. We do not work with in-house investment products, because they can never all be ‘best in class’. So our performance is not adversely affected by compulsory internal purchase obligations and hidden costs.
Independent of your bank
The choice of your depository bank is important. After making that choice, the investment transactions performed by this bank need to be monitored. This is another reason why we are committed to our independent position. We can negotiate good conditions for you, in terms of transaction costs for instance, but also in relation to the price that you pay or receive. We work – and if necessary fight – on your behalf.
You can choose from multiple depository banks in the Netherlands, Belgium or Switzerland.
IN EVERY ASPECT
As entrepreneurs, we at ‘TeamWMP’ go the ‘extra mile’ for every single client. We want to deliver strong performance combined with a high level of service.
Ever since our company was founded in 2004, we permanently build the future, the professionalism and the continuity of our company. Our goal: to develop our own distinct way of working as a team of experts, which is effective and efficient and perfectly matches the needs of our clients.
WMP aspires to a long-standing and valuable partnership with its clients. There are no career development paths within ‘TeamWMP’ which encourage or force employees to achieve short-term results. Your best interests, in the form of long-term preservation of your assets and controlled asset growth, are always our main focus.
We invest in the same funds
As ultimate proof of our confidence in our own expertise, the members of ‘TeamWMP’ invest personally in the same funds that we select for our clients. So if you win, we win... and, if things occasionally do not go so well, we are also affected. We experience the same ups and downs as our clients - that keeps us completely alert and focused at all times.
Due diligence at all times
On a discretionary basis WMP will set up and maintain an investment portfolio for the benefit of your financial wishes and needs. The investment strategy and mandate guidelines are decided together with you. WMP manages assets from € 2 million.
Our investment specialists, who are 100% independent, study the market and choose the best investment opportunities worldwide for each investment category, region, economic sector or theme. Needless to say, when doing so we always make an accurate assessment of the effect of newly selected investments on the risk profile for your total portfolio.
Managing risk is our main focus. Our specialists are constantly looking for the best balance between financial situations and investments with a proven track record and new investment solutions.
The results achieved by WMP prove the effectiveness of this approach.
WMP works with a clear and simple, digressive ‘all-in’ fee.
All costs are incorporated in a single transparent rate, which includes transaction costs and the custody fee charged by the depository bank. The advantage of this ‘all-in’ approach is that you know your exact total annual costs beforehand.
INFORMATION AT A GLANCE
Clear online reports
Our clients set high standards for the reports indicating how their assets have changed in value. We have developed our own reporting system to satisfy this need. The reports are independent of your choice of depository bank.
We can provide our reports digitally or hard copy, in line with your preferences. In addition, you can access an up-to-date performance report online on a daily basis.
Transparency and efficiency are core values for us. The most important information is summarized on one page, but we also break the data down by risk category, region and the achieved performance (’contribution’). On top of that, the costs are clearly identified. Our reporting has an extensive ‘look through’ in the underlying investment funds.