We are personal and involved
The management of your wealth starts with personal contact. You can always get in touch with a committed, approachable account manager who is close at hand. Your account manager is supported by our team of specialists, such as wealth planners, portfolio managers, investment strategists and financial analysts.
We combine our knowledge with your goals
How we put together your investment portfolio depends on various things, such as the market climate and your specific circumstances. We take time to understand your situation and goals, and work with you to create a plan that is tailored to your goals and risk appetite.
We make it easy for your
Our asset managers always keep an eye on developments in the financial markets, so that we can adjust your portfolio where necessary. You do not have to take buying and selling decisions or carry out investment transactions yourself. Every three months, you will receive an overview that explains our decisions. In addition, you will get a clear insight into the costs. You can follow the current situation closely via My Optimix or the Optimix app, with the current return and a clear explanation.
Go to optimix.nlOpens in a new window for more information about Optimix.