Client solutions

As a professional intermediary, you strive to provide the best investment solutions to your end-clients.

Let us help you achieve that goal. Our experienced professionals are familiar with a vast range of investment solutions and services, allowing us to fully cover the needs of you and your clients.

We can be your trusted compass, helping you navigate the complexities of the markets with confidence. Trust us to help you weather the storm and help your clients reap the fruits of their growth.

Scroll down to discover our range.

White label solutions

White-labelled solutions can be valuable tool to any professional intermediary. It allows you to provide best-in-class investment expertise without having to develop or keep related in-house teams.

You can simply delegate the asset management to our professionals: let us expand your product range with a new strategy. You can also choose to keep an existing strategy under your umbrella and outsource the investment management part.

This will give you more time to focus on what you value most: your clients.

What can you expect?

In need of an experienced partner in white-labelled solutions? Our wide range of proven strategies have a long and proven track record. We are a human-sized company, large enough to deliver economies of scale, but small enough to maintain a close and personal relationship with you.

Unit-linked solutions

For insurance companies, we offer to manage tailor-made portfolios, both as internal collective funds.

For both types of internal funds, assets are managed based on a specific investment risk profile in line with the client’s needs. Portfolios are constructed using DPAM UCITS funds as building blocks.

What can you expect?

Stay ahead of the game by working with our team of visionary thinkers. At our company, we foster independent thought and strong convictions. We're not afraid to make bold choices that will shape our future.

We are always looking ahead. Let us support you with our innovative solutions to help you and your clients.

Life-cycle

If you have a target date in mind, our life-cycle investment solutions adapts the portfolio allocation over time based on the number of years left until the date is reached, systematically and automatically reducing the risk profile to reflect the lower risk tolerance as the target date approaches. We also support unit-linked solutions, like branch-23 products.

What can you expect?

You can pick between a unique range of solutions that can be fully customised depending on your financial position, risk appetite and time horizon.

It is based on a blend of research in long-term investing and our time-tested asset allocation expertise, aiming to deliver higher average returns than traditional fixed-allocation solutions.

Our partners

We service fund selectors of large and small financial players, such as financial institutions and insurance companies, who either incorporate our expertise into their portfolios or directly distribute our funds to their end-clients.

Apart from a privileged partnership with our in-house private bank, we have a growing franchise in the private/wealth segment of several select countries in Europe. Additionally, we have a privileged partnership with local banks, for whom we manage white labelled funds.

Interested?