Wealth Management
In a private account from € 1.000.000
- Excellent returns
- Personal attention for you and your wealth
- Your interest is our interest. We invest with you
Our portfolio in your account
Our wealth management service offers high quality and optimally managed investment portfolios at a custody bank of your choice. The portfolios consist of highly liquid securities so you have continuous access to your assets. Wealth management is accessible to private individuals, entrepreneurs and foundations with a minimum portfolio size of €1mln.
Since 2007, our portfolios have achieved significant better returns than the market. Would you like to know how? Request our brochure.
Private individuals and entrepreneurs
Your wealth deserves the same attention as the care with which you built it. Would you like to grow the value of your wealth or generate income? Our wealth management service could be the right solution. Your portfolio is managed in a personal account at a custody bank of your choice. Wealth Management is available for both private and business accounts. We are happy to think with you about what the best choice is for your situation.
Foundations and associations
Laaken manages investment portfolio’s of a signficant number of charitable organisations, including several leading foundations in the Netherlands. In practice, our investment policy and sustainability approach lend themselves well to foundations. We offer tailor-made mandates that specifically match the values and social position of your institution. Partners of Laaken have relevant experience through board member positions at various foundations.
Hoe does it work?
Start your wealth management in just three steps. We remain at your disposal for any questions.
Personal meeting
We would like to get in touch to better understand your personal situation and investment goals. Subsequently we make a concrete proposal on what investment strategy would fit and we make sure to help you with a good start.
Open an account
As soon as our proposal is finalized, we open an investment account at a custody bank of your choice. Your portfolio will be securely held in your own name at the bank, and you authorize Laaken to manage the portfolio in line with the agreed strategy.
Portfolio construction
We construct your optimal portfolio for an optimal start and continuously manage it with our proven investment strategy. You will receive detailed monthly reporting with the status of your portfolio and we schedule periodical reviews with your wealth manager.
Excellent returns since 2007
At Laaken we achieve a significantly better return than the market since 2007. This result makes Laaken one of the best performing wealth managers in the Netherlands.
The Defensive risk profile invests ~35% in equities and ~65% in fixed income. This model portfolio forms the basis of both the Laaken Defensive Fund and the private accounts with a defensive strategy. Actual investment results may (slightly) deviate from the model portfolios.
The cumulative gross return (before costs) of this model portfolio since inception in 2007 was 163.5%. During the same period, the market made a cumulative return of 109.4%. This means that Laaken has achieved an outperformance of 54.1%. The average gross return per year was 5.6% versus the benchmark of 4.2%.
The Balanced risk profile invests ~60% in equities and ~40% in fixed income. This model portfolio forms the basis of both the Laaken Balanced Fund and the private accounts with a balanced strategy. Actual investment results may (slightly) deviate from the model portfolios.
The cumulative gross return (before costs) of this model portfolio since inception in 2007 was 290.0%. During the same period, the market made a cumulative return of 174.0%. This means that Laaken has achieved an outperformance of 116.0%. The average gross return per year was 7.9% versus the benchmark of 5.8%.
The Offensive risk profile invests ~90% in equities and ~10% in fixed income. This model portfolio forms the basis of both the Laaken Offensive Fund and the private accounts with an offensive strategy. Actual investment results may (slightly) deviate from the model portfolios.
The cumulative gross return (before costs) of this model portfolio since inception in 2007 was 386.0%. During the same period, the market made a cumulative return of 271.6%. This means that Laaken has achieved an outperformance of 114.4%. The average gross return per year was 9.3% versus the benchmark of 7.5%.
Risks
Investing involves risks such as markt risk, price risk, credit risk, interest rate risk and currency risk. You may lose the entire principal. The value of your investment depends on developments in the financial markets. Past performance is no guarantee for future results.
| Portefeuillekarakteristieken | |
|---|---|
| Investment horizon | Minimum 3 years |
| Exptected gross return per year | 5.0% |
| Achieved gross return per year | 5.6% |
| Standard deviation (36 months) | 7.8% |
| Price loss during financial crisis of 2008 | -9.7% |
| Outperformance vs. benchmark | 54.1% |
| Allocatie beleggingscategorieën | Neutral | Bandbreedte |
|---|---|---|
| Equities | 35% | 5 - 50% |
| - Listed equities | 30% | 5 - 55% |
| - Precious metals | 5% | 0 - 10% |
| Fixed income | 65% | 50 - 95% |
| - Bonds | 55% | 30 - 80% |
| - Cash | 10% | 0 - 55% |
| Portefeuillekarakteristieken | |
|---|---|
| Investment horizon | Minimum 5 years |
| Exptected gross return per year | 6.0% |
| Achieved gross return per year | 7.9% |
| Standard deviation (36 months) | 10.8% |
| Price loss during financial crisis of 2008 | -20.8% |
| Outperformance vs. benchmark | 116.0% |
| Allocatie beleggingscategorieën | Neutral | Bandbreedte |
|---|---|---|
| Equities | 60% | 20 - 75% |
| - Listed equities | 55% | 20 - 75% |
| - Precious metals | 5% | 0 - 10% |
| Fixed income | 40% | 25 - 80% |
| - Bonds | 35% | 20 - 60% |
| - Cash | 5% | 0 - 55% |
| Portefeuillekarakteristieken | |
|---|---|
| Investment horizon | Minimum 7 years |
| Exptected gross return per year | 7.5% |
| Achieved gross return per year | 9.3% |
| Standard deviation (36 months) | 14.3% |
| Price loss during financial crisis of 2008 | -28.0% |
| Outperformance vs. benchmark | 114.4% |
| Allocatie beleggingscategorieën | Neutral | Bandbreedte |
|---|---|---|
| Equities | 90% | 70 - 100% |
| - Listed equities | 85% | 70 - 100% |
| - Precious metals | 5% | 0 - 10% |
| Fixed income | 10% | 0 - 30% |
| - Bonds | 10% | 0 - 30% |
| - Cash | 0% | 0 - 30% |
Costs
The fee structure of Laaken is simple and transparent with attractive graduated rates, based on the size of your portfolio.
In addition to the management fee, the custody bank charges service and transaction costs for holding, buying and selling securities.
Please see the table for an overview of the total estimated annual costs for various account sizes.
Make an accurate cost estimate with our calculation tool.
Sustainability
Laaken applies Environmental, Social and Governance (ESG) criteria in its investment policy, but our portfolios do not have sustainable investment objectives. The primary goal is to achieve good returns for our clients.
In addition to incorporating ESG factors and risks into our investment policy, Laaken is a signatory of the UN Principles for Responsible Investments, and we follow an exclusion list of very harmful investments.
The result is that our portfolios have a relatively small footprint compared to the market.
We would like to get in touch
Are you interested in our services? Feel free to contact us or request our brochure for more information