ABN AMRO Private Banking

ABN AMRO
in Guernsey
“to be the first choice
banking and investment partner
in Guernsey for Private, Corporate
and Structured Wealth Clients”
our mission statement
ABN AMRO in Guernsey has a long history of delivering professional
and personalised banking and investment services.
Established in Guernsey since 1984, our banking legacy stretches back
to 1720. Over the years we have grown our banking and investment
management services for both private clients and corporates. We benefit
from having an extensive network of local service providers and, as part
of a large international banking group, we can provide bespoke solutions
for our customers.
We strive to build lasting relationships with each of our clients as we
believe this is key. To this end, a dedicated relationship manager is
appointed to each client who will deliver an outstanding personal
service, tailored to individual requirements.
Our specialisms include private and corporate banking, lending, global
custody, custodian trustee and investment management services.
Our clients
Private
Professionals
Entrepreneurs
Our Relationship Managers recognise the changing
The flexibility that is required when owning and running
financial requirements you will have throughout your
your own business is something we recognise and
career. The knowledge and experience that we can
appreciate. We look to provide an equally flexible
offer will result in a level of service that allows you
service that is closely aligned to your changing needs.
to continue to dedicate your time to your professional
commitments.
Families
We understand the unique complexities involved in
planning for the financial future of your family. We can
help you translate your personal needs and concerns
into clear financial objectives.
Corporates
Corporates and Partnerships
Intermediaries
We can assist in making the cash management and
Our wide range of products and services and high
banking processes as efficient as possible through our
quality delivery make us an ideal partner to professional
range of skills and services. For more complex
intermediaries seeking a unique private banking
arrangements, we can draw upon the expertise of
experience for their clients. Traditional standards of
other ABN AMRO offices as well as our extensive
service combined with modern systems ensure client
network of professional contacts.
satisfaction and continued loyalty.
Custodian Trustee
Investment Managers
Our well-established team provide custodian trustee
Comprehensive global custody and banking facilities
services, including oversight, to a wide range of
ensure
Collective
that
portfolios
are
easily
administered.
in
Dedicated personnel work with Investment Managers
Guernsey and in other jurisdictions. With a thorough
to reduce the administrative burden of maintaining
understanding
and
client portfolios. Our service includes the provision
developments, scheme sponsors can be assured of
of flexible online access to our integrated system to
peace of mind and outstanding service.
obtain vital information as and when it is required.
Investment
of
Schemes
industry
established
requirements
Fiduciaries and Family Offices
From the provision of multi-currency segregated bank
accounts for trusts and companies to the facilitation of
sophisticated banking arrangements for complex
structures, our experienced staff and advanced banking
systems ease the administrative burden. Our real time
electronic banking services are a key feature of our
offering for the processing of transactions on line.
Our services
Banking
We provide a range of banking services to many
different types of client. Services include:
Call, Term and Premium Accounts
Credit
We offer a range of instant access and fixed deposit
Our credit facilities are available to assist with
accounts across numerous currencies at competitive
your borrowing requirements. As part of a broader
rates. There are no account maintenance fees and you
relationship we are able to consider property mortgages
will benefit from having one dedicated relationship
both locally and, through our FSA authorisation, also
manager.
in the U.K.
Foreign Exchange
Custodian Trustee Services
Our locally based team of treasury dealers offer foreign
Our well-established team provides custodian trustee
exchange on either a spot, forward or swaps basis for
services to a wide range of Collective Investment
all major and most minor currencies. Transactions are
Schemes
executed at competitive spreads and with no fee.
jurisdictions. We combine a thorough understanding of
established
in
Guernsey
and
other
industry requirements with an outstanding service.
Securities Trading and Global Custody
A comprehensive service for the trading and
Online Banking
safekeeping of international securities is available. We
Access to our state of the art banking system is
maintain an extensive network of Sub-Custodian banks
available to clients via our real time internet system,
providing access to Global Securities. Collective
Shore. Available via any internet browser and supported
Investment Scheme holdings are registered in the
by our in-house team of software developers, Shore
name of our wholly owned nominee company, Martello
offers convenient access times and the ability to view
Nominees Limited. In this way, direct relationships are
historic advices and transaction details.
maintained with the relevant Fund Administrators.
Our range of discretionary
investment services
Each of our solutions is a discretionary managed
We offer three distinct investment approaches:
service, so called because you give our investment
managers the power to decide the make-up of the
y The Classic Mandate
specific investments in your portfolio.
y The Multi Manager Mandate
y The Diversified Opportunities Fund
However, in every case, their discretion is governed
by the investment mandate that you agree with us,
based on your personal needs and the level of risk you
will accept in order to seek higher returns. To this end,
the first step is a detailed assessment of your unique
circumstances, including your approach to investment
risk, your investment horizon and any requirement for
income from your portfolio.
Classic Mandate
The Classic Mandate follows a traditional and well-proven
Your portfolio will also be set up to take advantage of
investment process and is suitable for investors seeking an
market opportunities. This will be achieved by investing
active approach to the management of their portfolio.
in selected alternative investments from time to time
to give exposure to property markets, specialist bonds,
How your money is invested
hedge funds and commodities. Risk is controlled by
The focus of the portfolio created for you will be on
achieving a broad spread of investments among
individual equities and bonds supplemented with
international markets.
specialist investment funds.
The Classic Mandate is available to clients with a
The equity component will focus on companies that
are selected only after a detailed analysis including the
quality of the company, positive patterns in the share
price, the opinions of respected analysts and the
current valuation. Fixed income investments will
feature a range of maturities in government and
corporate bonds as well as specialist funds that hold
a range of bond issues which would not normally be
held directly. These could include high yield bonds or
bonds issued in emerging markets.
minimum of £500,000 (or currency equivalent) to invest.
Multi Manager Mandate
The Multi Manager Mandate is designed to give investors the
industries. This allows us to ensure broad diversification
best of both worlds – the investment expertise of ABN AMRO
of your money to reduce risk, whilst maximising growth
allied to the skills and experience of top fund management
potential through expert management in each area
groups and portfolio managers who are highly regarded in
of the world and in the industry sectors where the
their field of expertise.
funds are invested.
How your money is invested
The Multi Manager Mandate also provides the option
Your portfolio will be built using investments in the
of including individual bonds as part of your portfolio.
most consistent high quality funds managed by
Should you choose this option, which is designed to
leading fund houses to achieve balance and diversity.
add a higher degree of stability to your investment,
Our own analysis of global markets is used as a basis
ABN AMRO’s views on yields and credit ratings will
to determine how your money is best allocated across
shape the selection of the bonds used.
the international markets to achieve your investment
objectives. We then select funds with excellent track
The Multi Manager Mandate is available to clients with a
records run by the most respected and consistently
minimum of £250,000 (or currency equivalent) to invest.
performing fund managers in particular regions or
Diversified Opportunities Fund
The Diversified Opportunities Fund is designed to achieve
The managers then employ quantitative and qualitative
consistent long term performance through a diverse range of
research to select fund managers who they believe
investments from around the world.
will provide the most consistent returns in their
particular field. The managers will also use more
The Fund’s managers use collective investment schemes and
passive exchange traded securities to cover markets
exchange traded funds to achieve the broad spread of asset
where active management is less likely to add value.
classes and geographic diversity that are key features of this
The Fund has no capital guarantee and returns will
versatile investment opportunity. The Fund has a low minimum
fluctuate due to events out of our control. However, by
initial investment, making it accessible to a wide range of
making strategic calls in relation to asset classes and
investors and an ideal vehicle for consideration within long
fund selection we aim to manage downside volatility
term pension plans.
and provide superior compounded returns over the
medium to long term.
How your money is invested
Our investment managers focus their skills and
The minimum initial investment into Diversified
experience on managing a portfolio of funds with a
Opportunities is just £10,000. Additional investments
focus on areas which they believe will outperform in
of £1,000 or more can be made.
the prevailing investment environment. This “top
down” process dictates the allocation across asset
classes and sectors which our investment managers
actively manage in order to maximise the performance
of the fund against its stated objectives.
Our values
Our values act as an ethical compass and form the core
of our corporate culture. Our corporate values are:
Trusted, Professional and Ambitious.
Trusted
Ambitious
We believe trust is all about establishing and maintaining
We understand the market and what our clients need,
lasting relationships. We take the time to get to know
proactively crafting appropriate solutions. We are
our clients by listening to their specific needs and
optimistic about the future and use our ambition to
aspirations. We strive to find the right products and
work for our clients.
services and when we make a promise, we always live
up to it.
Professional
We understand banking and genuinely believe in our
profession. We take responsibility by saying “no” if
saying “yes” would not be right by our clients. We
strive to create solutions that are effective and tailor
made to suit our clients.
Contact us
PO Box 253
Martello Court
Admiral Park
St Peter Port
Guernsey GY1 3QJ
Telephone: +44 (0)1 481 751 000
Email: [email protected]
www.abnamroprivatebanking.gg
ABN AMRO (Guernsey) Limited (Registration No. 13263) is licensed in
Guernsey under the Banking Supervision (Bailiwick of Guernsey) Law,
1994 and The Protection of Investors (Bailiwick of Guernsey) Law, 1987,
as amended.
For quality and control purposes, it is ABN AMRO (Guernsey) Limited policy
to record all external telephone conversations made via its company
telephone system. Such recordings will remain the sole property of ABN
AMRO (Guernsey) Limited.
The information in this document is intended for general information
purposes only and should not be applied to individual circumstances without
ABN AMRO (Guernsey) Limited is a participant in the Guernsey Banking
Deposit Compensation Scheme. The Scheme offers protection for
detailed professional advice. The information does not constitute an offer or
advice regarding any financial, banking, insurance or other product or
service. To the fullest extent permitted by law, ABN AMRO (Guernsey)
Limited, its parent companies, subsidiaries, affiliated entities, directors,
employees and agents shall not have any liability, on whatever basis,
contractual or not, for any direct or indirect damages to any person acting or
refraining from acting as a result of any material contained in this document.
‘qualifying deposits’ up to £50,000 subject to certain limitations. The
maximum total amount of compensation is capped at £100,000,000 in
any 5 year period. Details are available on the internet at www.dcs.gg or
by contacting the administrator at PO Box 380, St Peter Port, Guernsey,
GY1 3FY. T: +44(0) 1481 707914.
ABN G CORP BRO 0614
ABN AMRO (Guernsey) Limited places funds with its parent company,
ABN AMRO Group N.V., thus its financial standing is linked to ABN AMRO
Group N.V. Depositors may wish to form their own view on the financial
standing of ABN AMRO Group N.V. based on publicly available information,
including reports and accounts which are available from us on request.
Diversified Opportunities Fund is a cell of Martello Court PCC Limited, a
protected cell company incorporated in Guernsey. It is not protected by
any statutory compensation scheme in Guernsey.