Would you invest through your Dutch stamrecht structure, NV / BV, trust company, investment club, association or foundation, partnership or other legal entity?
First consult a legal and tax specialist to identify opportunities and risks.
Are you a manager and you may or may not have direct experience with emerging markets?
We are happy to discuss the options for referrals and distribution of products. Also, non-governmental organisations (NGOs) are welcome.
Do you focus for example on the promotion of human rights or the environment, we would like to talk to you about an appropriate portfolio offers with our Asian experts. A Dutch DGA who have a close corporation in which no business activities take place but only where it invests, which can convert to a VBI. The conditions to obtain the VBI status are clear, and therefore the way for you as DGA to invest tax-free in your company. For a DGA with an annuity-BV where much surplus value is present (more assets than needed to annuity payments, for example because there has been earned over several years money with consulting activities) it may be useful to accommodate the annuity in another company. The remaining BV can be converted into a SA after the VBI status can be requested. For a foundation or institution's ability is an important means to achieve the (statutory) objective. Therefore you seek as directors for a reasonable assurance on the development of the assets and the income therefrom. You will also find it important that the assets are invested sustainably, with respect for people, nature and climate. This requires a professional sustainable management of the assets of your organisation. With regular attention to the investments. Want to be sure that your investment receives proper expert attention?
Mahler can inform you about separate share classes varying on the scope and terms of the mandate by the principals. These issues play a role as risk qualification, currency vision, expected return and the preferred allocation (ESG, sectors, industries, fundamental values or technical analysis). We are happy to present the ins and outs of available investment services. We have all experienced how much prejudice there is on the topic of investing in emerging markets. Investment or financial advisors are often called upon to support the financial needs of the wealthy. They usually only access general international funds with a less interesting cost / reward profile.
For our institutional clients we advice on a modelled portfolio of securities that fit in the objectives of a customer’s ambitions. The protection of valuable assets is a key principle of our asset management approach. The objectives and risk profile we administer are outlined in a professional tailored investment plan. It goes without saying that we comply with international reporting standards for our customers.
The DIFFERENCE Fund
We also use our institutional networks to attract support for our social causes: our fund management provides professional support for a innovative initiative called DIFFERENCE, which aims at investing and supporting innovative research and solutions to prevent nutritional diseases. DIFFERENCE will deploy cutting edge biotechnology and data-science to deliver quantitative evidence for the nutritional causes of human metabolic disease. We will also promote universal health and well-being through the creation of a global coalition of patients and others to drive sustainable lifestyle adaptations in public and through industries, guided by this more advanced and robust evidence. Finally we will focus on solutions for the short term too, in order to contribute to the wellbeing of those in need! A special DIFFERENCE fund for this has been initiated and currently being prepared to comply with necessary regulations to operate.
For more information we refer to Difference Foundation.