High-net-worth individuals
High-net-worth
individuals
You are wealthy. It may be that your wealth has been in your family for generations or it may be because you earned it entirely on your own. You want your wealth to grow, safely and hassle-free. So you are able to do whatever you wish. And your children, later, too. As well as your children’s children.
Which is why you find yourself here. Because you have heard good things about us, read an engaging blog by our CIO, or because you are actively looking for a new asset manager. We have been successfully looking after our client’s assets for years, so it’s safe to say we know a thing or two about asset management. But of course, we prefer to hear what is important to you.
What you’ll find with us, in any instance
We are active investors, and we make clear choices
Over the years, we have developed an effective strategy based on three pillars: high standards, thorough research and discipline. We stick to this strategy, in good times and in bad. Whether that is due to personal circumstances, business setbacks or falling stock markets. We’re not interested in impulsive antics.
We explain precisely what we invest in and why
Return, risk and sustainability. These are the three axes across which we invest. Our investment strategy is 100% sustainable. We exclude companies that do not participate with the UN Global Compact initiative, or that are not in line with the Goede Doelen Nederland (Charitable Causes of the Netherlands) Directives. From the stocks that remain – the better stocks – we seek out the winners for our own mix: the IBS 30. We also follow the same standards when investing in bonds.
We have an open, active and unique culture
And a clear-cut vision on collaboration. We take the time and listen carefully to you to learn what your wishes and goals are. We ask plenty of questions and are honest with you about what is possible and what is not. And we speak in plain and simple language. We want our collaboration with you to be based on equality and openness. You decide how you want to speak with us, and how often.
And we make it as easy as possible for you
You will be allocated your own Relationship Manager, who you can always get in touch with directly. We help you with all the paperwork. And we pay great attention to the security of your assets and your data. Want to know what that all means? We’re more than happy to explain further.
Would you like to find out what we can do for you? Or what else we do besides asset management? Please don’t hesitate to get in touch.
We’re ready to answer any queries you may have
You are wealthy. It may be that your wealth has been in your family for generations or it may be because you earned it entirely on your own. You want your wealth to grow, safely and hassle-free. So you are able to do whatever you wish. And your children, later, too. As well as your children’s children.
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Wealth management
At IBS, we specialise in investments across stocks and bonds, working collaboratively with our clients to establish tailored investment profiles. Our strategy is anchored by three fundamental principles: we are committed to active investing, prioritise comprehensive risk management, and adhere strictly to socially responsible investment practices.
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Wealth coordination
Having significant (family) wealth comes with great responsibility. The challenges can also be complex. The cohesion between all your investments and underlying cash flows may sometimes be lacking, and the need for a comprehensive strategy for your entire wealth increases.
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Fund Management
With IBS Fund Management, we are always on the lookout for great alternative investment opportunities. Which is why we opt for unique and specific, unlisted funds. These are an addition to the investment mix with an appealing risk/return profile.