Investment Advisory Center

The backbone of ABN AMRO’s investment advice is our Investment Advisory Center (IAC). At the heart of which is a group of our most experienced and knowledgeable specialists, drawn from across the globe. Providing you and your Private Banker with best-in-class investment advice.

Insight and experience

IAC monitors markets across the globe, providing macro overviews, market outlooks, strategic and tactical asset allocation recommendations, and fact-based analyses of stocks and bonds.

IAC’s recommendations are used by all ABN AMRO’s Private Bankers and Investment Advisors to inform, corroborate, underpin and strengthen their investment advice to you.

Supporting your investments

So which investments are right for you? Stocks? Bonds? Alternative investments? Money market products? And in what combination?

Your Private Banker, with the support of your Investment Advisor, works with you one-on-one to help clarify exactly what it is you want from your various investments, and how your investment portfolio therefore needs to be structured. All backed up by the advice of IAC.

We use a simple but effective 4-step process:

Step 1: Investment profile

You and your Private Banker together determine your personal investment profile, based on:
Your investment goals
Your time horizons
Your “risk appetite”
Your investment experience
Your liquidity requirements

Your investment profile will be reviewed periodically and then adjusted as required.

Step 2: Investment proposal

Your Private Banker and your Investment Advisor then develop a personal investment proposal, covering the appropriate asset allocation for you, along with proposed specific investment products.

Step 3: Implementation and execution

Incorporating any amendments you want, your Private Banker now finalizes your personal investment proposal, which is then implemented by your Investment Advisor.

Step 4: Monitoring, review and revision

From the moment your personal investment proposal is implemented, your Investment Advisor will be closely monitoring your investments. Keeping you abreast of developments in a format that suits you. Constantly reviewing and updating your portfolio to ensure that it still reflects your investment profile. Just as your investment profile will in turn evolve to ensure it continues to reflect any new developments in your personal and professional life.