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This is how it works

  • Meet us

At our first meeting, we begin by conducting a thorough analysis so that we can get to know you and understand your expectations and goals. We then use this as our starting point for discussing appropriate solutions and, if necessary, bringing in our various specialists.

  • Feedback from the meeting

We collate what we discussed during the meeting and revert to you with a suggestion of what our collaboration might look like. You can think it through in peace and quiet, and ask any additional questions that you might have. If you decide that you would like to enter into a partnership with us, we will formalise the collaboration and start actioning the agreed upon plan.

  • Our collaboration begins

No matter which form of management suits you best, you will always have access to your portfolio via our digital tool, S&P Online, which will give you an overview of your holdings.

  • Personal follow-up

As our client, you will have regular contact with your adviser, who will review the performance of your investments in consultation with you. We continuously review your needs and make adjustments. You will also receive frequent portfolio reports, as well as have access to market updates, analyses and reports from our experts.

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