Capital Account
If you would like to increase your capital but want to start small, the Capital Account is a simple way to access a wide range of investment opportunities under favourable terms and conditions, while ensuring that your portfolio automatically keeps up with the latest market developments. We will select the best performing investment funds for your portfolio from the world's leading fund providers and, because we have no in-house investment funds of our own, you can be sure that all our decisions will be made entirely in your best interests. Furthermore, unlike many financial institutions, we never apply surcharges or margins to the prices. A Capital Account is suitable for investors having an unrestricted investable capital of up to € 250,000.
Cautious, Neutral and Growth Strategies
When it comes to investment, the greater the risk, the higher the expected return. Because people differ in their objectives and their willingness to accept risks, we offer a choice of three strategies or 'risk profiles': cautious, neutral or growth. The cautious strategy entails conservative investment and the growth strategy focuses on equity funds and is therefore offensive. The Capital Account also has a number of portfolios focusing on specific sectors or topics, such as the Sustainable Capital Account and the medical portfolio.
Fees
Bank ten Cate & Cie strives to achieve full transparency in its fee structure. That is why we do not have any in-house funds or investment funds of our own. Our asset management is tailored to the individual requirements of the client. For the Capital Account we charge low fees: a management fee of 0.35% per quarter and a charge of 0.5% for purchase and sale transactions.
To find out more about the Capital Account please contact Jacqueline van der Voort by calling +31 (0)20 344 53 14 or by email.