Dijkstra Beaumont Wealth Management provides exclusive and impartial services for high net worth individuals and institutions in the field of:

• Portfolio Management
• Active Portfolio Advisory
• Financial Consultancy

Dijkstra Beaumont operates in the Benelux and is located in Maarssen. Our clients are high net worth individuals and institutions investing a minimum of € 1.000.000, -- through Dijkstra Beaumont.


Portfolio Management
Portfolio management at Dijkstra en Beaumont operates on the basis of a mandate, which will be granted in advance. The investment management agreement prior to the mandate shall come into effect only when the framework and objectives of our wealth management have been thoroughly examined and mutually determined.
Our portfolio management framework and starting points shall be determined after clear insight has been gained into the client’s personal situation. Particularly important in this respect are the client’s investment objectives and time horizons, previous experiences, risk acknowledgement and risk tolerance.
Statutory restrictions and regulatory compliance requirements are an integrated part of our framework and starting points.
Dijkstra Beaumont will only accept mandates when they consider the frameworks and starting points agreed upon to be realistic and well-founded

Portfolio reviews as well as reports that specify performance and mutations, will be made available to clients on a quarterly basis. With each mutation, clients will also receive a notification of transactions made.


Active Portfolio Advisory
For those clients who wish to maintain a certain level of involvement in the creation of their wealth rather than delegate responsibility for investments entirely, we also offer active portfolio advisory services.
In that case, investment transactions will only occur with the client’s permission or when a client asks us to enter into transactions on the their behalf.
Services will only be provided if the framework and starting points based on the client’s personal situation have been carefully established.
The client’s investment objectives and time horizons, previous experiences, risk acknowledgement and risk tolerance are particularly important when it comes to implementing a sound investment process.
Statutory restrictions and regulatory compliance requirements are an integrated part of the said investment process’s framework and starting points.

Portfolio reviews as well as reports that specify performance and mutations, will be made available to clients on a quarterly basis. With each mutation clients will also receive a notification of transactions made.


Financial Consultancy
Dijkstra Beaumont will gladly assist its clients with all banking matters and financial decision-making now and in the future.
Given that our professionals have many years of managerial, policy-making and specialist experience in the financial sector, we are able to provide a wide range of services. Even though far from conclusive, below you will find a list of activities we are frequently involved in.

- refinancing business activities
- business termination and business transfer
- private equity
- property financing, private as well as business
- financial planning
- estate planning
- risk management

We will cooperate with carefully selected specialists such as notaries, lawyers, accountants and tax advisors where necessary.
We will guide the process of selecting a banking relationship solely on the basis of impartial and objective criteria.