YOUR AND OUR AFFAIRS ARE IN ORDER

Insight and overview

Whether it is asset management, Private Markets or assets consultancy, you can follow the composition and performance of your investments on a daily basis on our app and online portal. These overviews are periodically complemented by extensive analyses and reports.

For us, transparency and efficiency are key. We have therefore developed our own reporting system which is independent of the custodian bank you use.

No surprises

WMP charges a single, transparent ‘all in’ rate for asset management, Private Markets and asset consulting.

This asset management fee includes the depositary bank’s transaction costs and custody fee. The advantage of this ‘all in’ approach is that you know your exact total annual costs beforehand.

Efficiently effective

WMP is certified in accordance with Directive 3402 II, the highest qualification for process control. This means that we work in a structured manner and that our certified professional process covers a number of previously defined steps.

We thereby maintain an extremely high level of service and self-evident discretion. In this context our Directive 3402 II-certification is an important quality label.

Governance

We are a licenced asset manager under Section 2(96) of the Dutch Financial Supervision Act [Wet op het financieel toezicht (WFT)]. We are a financially robust enterprise with a strong solvency ratio. Our financial statements are audited and approved by an external auditor.

 

WMP has adopted a controlled remuneration policy. Our policy aims to contribute toward sound and effective risk control, and not to encourage our clients to take unacceptable risks that are not in their best interests.

 

Each quarter, based on the ICAAP (Internal Capital Adequacy Assessment Process) WMP’s board of directors sends an overview of the risks and corresponding operating capital requirements to De Nederlandsche Bank for assessment.

Wealth Management Partners NV is registered with the Amsterdam Chamber of Commerce under number 27269025.

 

WMP is a member of the Dutch Securities Institute (DSI). All our asset managers are personally registered with the DSI. The integrity, knowledge and professionalism of DSI-certified advisors is regularly assessed by the DSI. To retain their registration, staff is obliged to take and pass periodic tests.

 

The supervisory board monitors the board of directors’ policy and the general course of affairs at WMP. Furthermore, the supervisory board supports the board of directors by providing advice. The supervisory board generally convenes four times a year.

Supervisory Board

Dolf

Collee

Hans

Rademaker

Jan Derck
van Karnebeek

Compliance

Wealth Management Partners attaches great importance to compliance. Our processes and the culture within our organisation contribute toward this.

External compliance advisor

Peter

Krijnen

Key information document

In compliance with the PRIIP’s Regulation WMP has drawn up the Key Information Document (KID) for private investors in the WMP-Pools. The KID’s objective is to provide private investors with the necessary information about the Pools to enable them to make well-considered investment decisions and compare different PRIIPs.

The KID will be provided to private clients in the specific Pools and can be inspected online.

 

To apply for a copy of the KID please contact WMP by e-mail to secretariaar@wmp.nl or contact the WMP secretariat by telephone at 020 426 3970.