Asset Co-ordination

Clients with extensive asset holdings often allocate them to several asset managers, partly to spread the risks and partly to keep the asset managers "on their toes".

Bank ten Cate & Cie, a fully independent private bank, is the perfect partner to co-ordinate all your assets, ensuring a coherent approach without having to entrust everything to a single party. We will help establish the appropriate allocation of assets and produce a risk analysis, before defining a strategic investment policy.

We will then monitor your assets, keeping our finger on the financial pulse. This will entail extensive analyses of the portfolios invested with us and with others, focusing on performance and assessing whether your requirements and objectives are met, while also providing a full overview of all your assets. In this way you will be given the best overall picture of your financial situation and of value trends. In many cases we will also co-operate with your tax consultant or accountant. Please note that asset co-ordination is available for those with assets of € 5,000,000 or more.