{"id":580,"date":"2016-05-29T16:09:48","date_gmt":"2016-05-29T16:09:48","guid":{"rendered":"https:\/\/ibsca.nl\/en\/?page_id=580"},"modified":"2026-03-11T11:14:03","modified_gmt":"2026-03-11T10:14:03","slug":"wealth-management","status":"publish","type":"page","link":"https:\/\/ibsca.nl\/en\/what-we-offer\/wealth-management\/","title":{"rendered":"Wealth Management"},"content":{"rendered":"\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\n\t\t\n\t\t\n\t\n\t\n\t
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\n\t\t\t\t\tWealth
\r\nManagement\n\t\t\t\t<\/h2>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n\n\n
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No one can predict the future. And often things don\u2019t go as planned. The common thread in your life is based on change. Change at work, your personal life, planned change or unexpected change. <\/strong><\/p>\n\n\n\n

If things can go any which way in life, then it all comes down to your discipline and agility. That\u2019s why we think it\u2019s important not to be led by the issues of the day. But to be led by vision and the best proven approach. But what is our vision? And how do we invest? Allow us to explain that further\u2026<\/p>\n\n\n\n

The ‘IBS Three’ <\/h2>\n\n\n\n

At IBS, we invest on the basis of the \u2018IBS Three\u2019:<\/p>\n\n\n\n

    \n
  1. We are active investors<\/li>\n\n\n\n
  2. We consider risk management to be extremely important<\/li>\n\n\n\n
  3. We only invest in a socially responsible manner<\/li>\n<\/ol>\n\n\n\n

    These three principles form the core of our strategy and are fully intertwined in our investment policy.<\/p>\n\n\n\n

    The foundations: Social responsibility<\/h2>\n\n\n\n

    For us, it all starts with socially responsible investing. To be able to achieve this, IBS has committed itself to the UN Global Compact initiative and the sustainability directives of Goede Doelen Nederland (Charitable Causes of the Netherlands). At IBS, we exclude any investment that is not in line with these guidelines. In addition to that, we also actively look at our own desires when it comes to sustainability. For example, at IBS we have no interest in investing in the oil industry. And to help us with our exclusion criteria, we use data from MSCI ESG Research.<\/p>\n\n\n\n

    \n
    Our sustainable investment strategy<\/a><\/div>\n<\/div>\n\n\n\n

    What do we invest in?<\/h2>\n\n\n\n

    At IBS we invest in stocks and bonds. But it\u2019s something we don\u2019t take lightly. We only invest in high-quality stocks. <\/p>\n\n\n\n

    When selecting these stocks, we base our choice on the following criteria:<\/p>\n\n\n\n

      \n
    1. A strong sustainable competitive advantage<\/strong><\/li>\n\n\n\n
    2. Long-term growth potential<\/strong><\/li>\n\n\n\n
    3. A solid balance sheet<\/strong><\/li>\n\n\n\n
    4. A high return on capital<\/strong> and a high cash conversion<\/strong><\/li>\n\n\n\n
    5. A management team that focuses on the long-term<\/strong> interest of all stakeholders <\/li>\n<\/ol>\n\n\n\n

      We call our selection of individual stocks the \u2018IBS 30\u2019. These are 30 stocks that are included in each investment profile. We know a lot about our IBS 30. And we are more than happy to explain why we invest in a particular stock. As an active investor, we encourage our companies to think long-term. Currently, our portfolio is performing well in terms of sustainability. But it doesn\u2019t end there, because ours is a journey where things can, and must, always be improved!<\/p>\n\n\n\n

      Bonds are, for us, the stable part of the portfolio. With the current interest rates, we choose not to take unnecessary risks in the bond portfolio. We do, however, follow an active strategy when it comes to investing in bonds, so as to generate extra returns. Naturally, we apply the same sustainability criteria to our bond investments.<\/p>\n\n\n\n

      How do we invest for you?<\/h2>\n\n\n\n

      When investing for you, we choose an appropriate investment profile with you. And this way, we work together to achieve the stipulated investment goal. Depending on the chosen profile, we invest more, or less, in the IBS 30. If a profile deviates over time due to price movements, we rebalance it. Which means: we buy or sell shares. This creates peace of mind and helps to achieve your investment objective.<\/p>\n\n\n\n

      We keep you up to date<\/h2>\n\n\n\n

      With IBS Online, you can access all the information about your assets whenever and from wherever you want. Not only will you find updates on the current state of affairs; you\u2019ll also be able to see all your reports, contracts and fiscal annual overviews.<\/p>\n\n\n\n

      In addition to that, we plan an extensive review at least once a year. And if you wish to have them more often, then naturally, that\u2019s no problem at all. You can also contact your Relationship Manager anytime with any questions you may have. And our investment team is always ready to provide further clarification if needs be. We post blogs and place a quarterly report on IBS Online each quarter. What\u2019s more, we regularly organise Knowledge Sharing sessions and other events where we can catch up.<\/p>\n\n\n\n

      Honest about costs<\/h2>\n\n\n\n

      At IBS, our costs are all-inclusive. And the rate depends on the size of the capital and any additional products. So, no constant exceptions or extras for specific services.<\/p>\n\n\n\n

      \n
      Our cost structure<\/a><\/div>\n<\/div>\n\n\n\n

      <\/p>\n\n\n\n

      Is that it? Not at all! We would love to have the opportunity to tell you about our team, the returns and lots more. Feel free to contact<\/a> us for an appointment. We\u2019ve got so much to share with you!<\/p>\n\n\n\n

      <\/p>\n<\/div><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"

      No one can predict the future. And there are no guarantees. You can learn from past experience and focus especially on the best proven approach. The approach that ensures that all aspects are in focus and that you will reach your destination. That is what we do for clients with a freely investable capital starting at one million euro.<\/p>\n","protected":false},"author":51,"featured_media":0,"parent":573,"menu_order":5,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"editor_notices":[],"footnotes":""},"class_list":["post-580","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nWealth Management - IBS Capital Allies | ENG<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ibsca.nl\/en\/what-we-offer\/wealth-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Wealth Management - IBS Capital Allies | ENG\" \/>\n<meta property=\"og:description\" content=\"No one can predict the future. And there are no guarantees. 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