Wealth Management Partners

Name

Wealth Management Partners

Legal name

Wealth Management Partners N.V.

Website

https://wmp.nl

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK)

akta.pro secondary industries

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Affluent / Mass-Affluent Private Banking (FSABADAC)

Keywords

• Independent wealth management
• Private equity pools
• Private debt pools
• Asset management services
• Private property investment

Headquarters

HQ city

Amstelveen

HQ country

Netherlands

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Asset Management Fees (AUM-based): WMP charges a single transparent all-in fee for wealth management services. The fee covers management, transaction costs, and custodian fees of the depot bank (except at Swiss banks). Fee level is tied to the size of assets under management. This is the primary revenue stream.
2. Private Markets Pool Management: WMP generates revenue through managing pooled investment vehicles (Private Equity, Private Debt, Private Property pools). These pools give clients access to illiquid, non-listed investments. Revenue is derived from the all-in management fee applied to committed capital in these pools.
3. Vermogensregie (Portfolio Oversight) Fees: WMP offers 'Vermogensregie' — operational oversight of clients' total invested assets. Clients retain final control while WMP monitors and coordinates their other managers. Revenue is part of the all-in fee structure.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Wealth Management Partners is a 100% independent Dutch wealth manager that provides discretionary asset management (Vermogensbeheer) and pooled private-markets exposure (private equity, private debt, private property pools) for clients with a minimum of €5 million in investable assets. The firm manages and operates approximately 25 investment pools and serves high-net-worth entrepreneurs, families, and foundations via direct advisor-led relationships, charging a single all-in fee based on assets under management.

Differentiator

Problem solved

Functional benefit

Brands

• Mijn WMP App: Mobile application providing clients access to portfolios, returns, transactions, and reports with two-factor authentication
• WMP Pools
• WMP Private Markets

Products and services

• Asset Management (Vermogensbeheer) Comprehensive discretionary wealth management service managing client investment portfolios. Creates and manages investment portfolios based on agreed investment plans, selecting globally best-in-class listed investments including index trackers, active investment funds, sustainable funds, and combinations thereof. Requires minimum investable assets of €5 million; fee is a single transparent all-in rate covering management, transaction costs, and custodian fees.
• WMP Private Equity Pools A family of pooled investment vehicles providing access to private equity fund managers across Dutch-focused pools (NL I/II/III), global secondaries (Global Secondaries I/II/III), global PE (Global PE I/II), and specialized pools (Security & Technology I). WMP pools cover NL, global and sector-focused PE strategies via 69 underlying fund managers; many pools qualify for Dutch participation exemption. Largest pool to date: WMP Private Equity Pool NL III at €405 million.
• WMP Private Debt Pools Pooled investments providing loans to non-listed companies via 16 underlying fund managers including Apollo, Ares, Blackstone, Cerberus, Park Square Capital, SVP Global, and Varde Partners. Hedged and unhedged options, EUR-only variants, total commitments around €300 million across both pools.
• WMP Private Property Pool I Investments in non-listed real estate and infrastructure ('real assets') via 10 specialized fund managers including Carlyle, DIF Capital Partners, Infravia, iSquared, Rubens Capital Partners, and Tristan Capital Partners. Offers inflation protection through indexed leases; total commitments around €120 million.
• WMP Single Pools (single-manager pools) Single-manager pool structures offering concentrated exposure to a specific fund manager's strategy via dedicated pool vehicles. Includes pools from Main Capital Partners (buy-and-build European software), Waterland (pan-European PE), DIF Capital (infrastructure/renewables), Forbion (life sciences growth), AlpInvest (Houdster ASF VI), Parcom (Dutch entrepreneurs), Rivean (mid-market Benelux buyouts), and New 2nd Capital (Dutch/Belgian secondaries).
• Vermogensregie (Asset Oversight) Operational oversight service for clients' total invested assets: WMP monitors and coordinates other managers that clients engage, retaining final control with the client. Provided as part of the all-in WMP fee structure.
• WMP Duurzaam Mandaat (Sustainable Mandate) Investment mandate that integrates sustainability risks and ESG considerations. Classified under SFDR with periodic reporting and precontractual disclosure.
• Mijn WMP App Mobile application providing existing WMP clients portfolio insights, transaction viewing, and access to reports. Supports iOS (App Store) and Android (Google Play); uses two-factor authentication via SMS and supports Face ID/biometrics.
• Mijn WMP Portal Secure web-based client portal at mijn.wmp.nl providing existing clients access to portfolio information, transactions, and reports. Requires username/password authentication with two-factor verification.
• Wealth Management Partners Switzerland (WMPS) Wealth Management Wholly-owned Swiss subsidiary offering independent wealth management services from Zürich for Dutch families living in Switzerland, wealthy individuals owning property in Switzerland, and clients active in sports and entertainment. Follows the same investment strategy as WMP NV.

Quantifiable outcome

• 9.1% average annual return for the 'very high risk' portfolio from September 2004 to April 2026
• +2 more outcomes

Named customers1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered minor and core.

• Vrije Universiteit AmsterdamminorStrategic or Co-development PartnerWMP made possible the endowed chair 'Resilient Family Business and Enterprise Families' at the School of Business and Economics of VU Amsterdam, held by Prof. Dr. Maarten B.T. de Groot since May 2024. This supports thought leadership on family business wealth management.
• Goodplace (goodplace.foundation)minorOthersIn 2022, WMP supported Goodplace, an e-platform for charities. WMP selects charitable causes based on personal commitment of staff or clients to the cause.
• Dutch Securities Institute (DSI)coreOthersWMP is a member of DSI. All WMP asset managers hold personal DSI registration and are regularly assessed on integrity, knowledge, and professionalism. Required periodic testing maintains certification standards.

Scale indicators16 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• ING Private Banking: Private banking division of ING serving HNW clients in the Netherlands. Comparable HNW Dutch target segment, but embedded in a global universal bank with significantly larger product set, digital infrastructure, and geographic reach.
• Rabobank Private Banking: Private banking arm of Rabobank serving HNW Dutch clients, including agricultural entrepreneurs and family businesses. Overlaps with WMP's entrepreneur/family focus but operates within a major cooperative bank with broader lending, mortgage, and treasury capabilities.
• ABN AMRO MeesPierson: Private banking division of ABN AMRO serving HNW Dutch clients with full-service wealth solutions. Comparable client segment and Dutch footprint, but as part of a large universal bank, ABN AMRO has structural scale and product breadth advantages versus WMP's independent model.

Direct peers

• Bank ten Cate & Cie: Independent Amsterdam-based private bank serving wealthy families, entrepreneurs, and foundations with bespoke asset management. Comparable to WMP in independent Dutch positioning, relationship-led model, and HNW entrepreneur/family target client.
• Van Lanschot Kempen: Largest independent Dutch wealth manager (Euronext-listed), serving HNW individuals, families, and entrepreneurs with discretionary asset management, private banking, and investment solutions. Highly comparable to WMP in target client, fee model, and Dutch market focus, though operating at much larger scale and offering a broader service catalogue.
• InsingerGilissen: Dutch private bank and wealth manager serving HNW individuals and institutions with discretionary asset management and advisory. Closely comparable to WMP's HNW entrepreneur/family focus and direct advisory model, with overlapping presence in the Amsterdam metropolitan area.
• Theodoor Gilissen Bankiers: Amsterdam-based independent private bank offering wealth management for HNW private clients. Comparable to WMP in boutique Dutch private wealth segment, relationship-driven service model, and independent ownership structure.
• Hof Hoorneman Bankiers: Independent Dutch wealth manager serving private clients with discretionary asset management and advisory solutions. Comparable to WMP in independent positioning, HNW entrepreneur focus, and boutique scale; both operate without bank ownership in the Netherlands.

Regional players

• Quintet Private Bank: European private banking group headquartered in Luxembourg serving HNW families and entrepreneurs across the Netherlands, Belgium, Germany, and the UK. Comparable in entrepreneur/family focus and discretionary management, with overlapping Dutch client base through its Netherlands operations.
• Vontobel: Swiss-listed wealth manager with strong HNW and entrepreneur client franchise across Europe, including a Netherlands presence. Comparable in independent positioning, private markets capability, and HNW focus; Vontobel is a structural reference point for WMP's Swiss subsidiary (WMPS).

Market position

Strengths1 record

Weaknesses1 record

Competitive moat5 records

Key risks2 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/wealth-management-partners

Compliance7 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wealth Management Partners