Company profile
1Vermogensbeheer company profile
1Vermogensbeheer provides discretionary asset management and investment advisory services for private clients and entrepreneurs. The designs portfolios using equities, bonds, ETFs, and investment funds matched to defined risk profiles and goals. Services include wealth planning support, portfolio construction, ongoing monitoring, rebalancing, and transparent fee reporting. Client assets are held with external custodians, and mandates can incorporate sustainable investing preferences. Periodic reporting covers performance and risk, and portfolio managers discuss strategy and allocation with clients. Solutions can include managing surplus business liquidity and coordinating with tax or estate advisors as required.
Business identity
- Website
- https://1vermogensbeheer.nl
- Contact email
- [email protected]
- Phone number
- +31 035 74 00 250
- Operating status
- Active
- Company type
- For Profit
- Employee range
- 00001-00010 employees
- Founded
- 2011-01-01
Headquarters
- Headquarters
- Bussum, North Holland, The Netherlands
- Postal code
- 1405 HK
- Country code
- NL
- Continent
- Europe