InsingerGilissen
'Money makes you happy, as long as you can share it'
InsingerGilissen's private bankers are not only advisers but also interlocutors and confidants. "There is a personal approach for everyone," he says.
DATE
01 October 2020
TEXT
Annerieke Simeone
IMAGE
Kim Vermaat
InsingerGilissen
'Money makes you happy, as long as you can share it'
InsingerGilissen's private bankers are not only advisers but also interlocutors and confidants. "There is a personal approach for everyone," he says.
Bhe villa on Alexanderstraat 1, the place where former Queen Emma did business, a spry man in his 70s parks his car in the driveway. InsingerGilissen private bankers has been housed here since 2015. Director Jelmer Siersema, who was talking to his colleague Marian Dessing before the photo shoot, greets the man. Who he is? Siersema won't tell us, but chances are this person, who by the looks of it is not walking into this eclectic 1852 national monument for the first time, is wealthy.
Director Jelmer Siersema with his colleague Marian Dessing.
Because that is the target group of the private bank InsingerGilissen: high-net-worth individuals, but also families, foundations and associations. InsingerGilissen advises them on financial decisions, although Siersema prefers to phrase it as follows: "We guide our clients through all their life events."
'One didn't care about money at all, but wanted to teach yoga classes'
In the reception area, where coffee is ready, he gives an example. "The other day I had three daughters in their 20s sitting here who had inherited a sum of money from their father who died far too early. All three totally different. Then I start a conversation: 'What are your plans and how can managing these assets help us support you with this?'
Risk
One did not care about money at all, but wanted to teach yoga. We could help that daughter set up or finance her own studio. Another daughter was a lot like her father. That one actually already had everything in order, including financially. Then you can, for instance, advise her to invest with a bit more risk. So there is a personalised approach for everyone."
Interior villa on Alexander Street 1
Dessing adds: "Our work is so great because each client has its own story, with its own issues. For example, we help think through everything involved in the sale of the business, make suggestions to protect privacy as much as possible and, where necessary, call in a financial planner to provide insight and overview of the situation now and in the future."
Etiquette dinner
Besides individual meetings that take place in the building overlooking the Mauritskade, InsingerGilissen also provides, for example, a two-day course followed by an etiquette dinner in Amsterdam for children of wealthy parents. "Very popular," says Dessing. "They are given the assignment: 'You have X amount of capital. What are you going to do with it?
 | Read also: Capital Support 'We continue where the bank stops' |
Soon, when you actually have the money in your account, you will have to be able to explain to a banker what you want: Invest? Fine, but how? Shares, bonds? In which companies?' They will also receive a lecture from a notary and a tax adviser who will make these youngsters wiser in their respective fields.
'By the way, we notice that sustainable investments are currently popular among young people'
About the fictitious portfolio they then put together, they receive an e-mail every month for a year. In it, they can see exactly how they, as well as others, are doing. By the way, we notice that sustainable investments are currently popular among young people."
InsingerGilissen
"The big difference between big banks and us, then, is that on such a hectic day, we can speak to almost all our clients. Private bankers at InsingerGilissen have a small portfolio, about eighty families per banker. We have personal attention for our relationships.
'I have clients I have been serving for 25 years: daddy, mommy, the kids. Sometimes grandparents too'
"At a large bank, this is at over 250 customers. There, you get a letter every two or three years saying: 'You have a new contact.' Not with us. I have customers I have been serving for 25 years: daddy, mommy, the kids. Sometimes grandparents too. Initially I'm there for the business, but often you build a bond with people. "
Smile
If someone calls me asking if I can come by tomorrow, I will come. Then something is going on. I experienced it once. The day after, the man told me he had only three months to live. 'Jelmer,' he said to me, 'I have asked my family to put everything in your care.' That touches me then. Then I leave with a smile and a tear."
Does money really make you happy now? Siersema and Dessing look at each other for a moment. "I think it does," says Siersema, "as long as you can share it, research has been done on that before. There's a reason why we have a separate philanthropy department at InsingerGilissen."
More information? Please contact Marian Dessing: 06 50 05 19 24
text Annerieke Simeone image Kim Vermaat
Bhe villa on Alexanderstraat 1, the place where former Queen Emma did business, a spry man in his 70s parks his car in the driveway. InsingerGilissen private bankers has been housed here since 2015. Director Jelmer Siersema, who was talking to his colleague Marian Dessing before the photo shoot, greets the man. Who he is? Siersema won't tell us, but chances are this person, who by the looks of it is not walking into this eclectic 1852 national monument for the first time, is wealthy.
Director Jelmer Siersema with his colleague Marian Dessing.
Because that is the target group of the private bank InsingerGilissen: high-net-worth individuals, but also families, foundations and associations. InsingerGilissen advises them on financial decisions, although Siersema prefers to phrase it as follows: "We guide our clients through all their life events."
'One didn't care about money at all, but wanted to teach yoga classes'
In the reception area, where coffee is ready, he gives an example. "The other day I had three daughters in their 20s sitting here who had inherited a sum of money from their father who died far too early. All three totally different. Then I start a conversation: 'What are your plans and how can managing these assets help us support you with this?'
Risk
One did not care about money at all, but wanted to teach yoga. We could help that daughter set up or finance her own studio. Another daughter was a lot like her father. That one actually already had everything in order, including financially. Then you can, for instance, advise her to invest with a bit more risk. So there is a personalised approach for everyone."
Interior villa on Alexander Street 1
Dessing adds: "Our work is so great because each client has its own story, with its own issues. For example, we help think through everything involved in the sale of the business, make suggestions to protect privacy as much as possible and, where necessary, call in a financial planner to provide insight and overview of the situation now and in the future."
Etiquette dinner
Besides individual meetings that take place in the building overlooking the Mauritskade, InsingerGilissen also provides, for example, a two-day course followed by an etiquette dinner in Amsterdam for children of wealthy parents. "Very popular," says Dessing. "They are given the assignment: 'You have X amount of capital. What are you going to do with it?
| Read also: Capital Support 'We continue where the bank stops' |
Soon, when you actually have the money in your account, you will have to be able to explain to a banker what you want: Invest? Fine, but how? Shares, bonds? In which companies?' They will also receive a lecture from a notary and a tax adviser who will make these youngsters wiser in their respective fields.
'By the way, we notice that sustainable investments are currently popular among young people'
About the fictitious portfolio they then put together, they receive an e-mail every month for a year. In it, they can see exactly how they, as well as others, are doing. By the way, we notice that sustainable investments are currently popular among young people."
InsingerGilissen
"The big difference between big banks and us, then, is that on such a hectic day, we can speak to almost all our clients. Private bankers at InsingerGilissen have a small portfolio, about eighty families per banker. We have personal attention for our relationships.
'I have clients I have been serving for 25 years: daddy, mommy, the kids. Sometimes grandparents too'
"At a large bank, this is at over 250 customers. There, you get a letter every two or three years saying: 'You have a new contact.' Not with us. I have customers I have been serving for 25 years: daddy, mommy, the kids. Sometimes grandparents too. Initially I'm there for the business, but often you build a bond with people. "
Smile
If someone calls me asking if I can come by tomorrow, I will come. Then something is going on. I experienced it once. The day after, the man told me he had only three months to live. 'Jelmer,' he said to me, 'I have asked my family to put everything in your care.' That touches me then. Then I leave with a smile and a tear."
Does money really make you happy now? Siersema and Dessing look at each other for a moment. "I think it does," says Siersema, "as long as you can share it, research has been done on that before. There's a reason why we have a separate philanthropy department at InsingerGilissen."
More information? Please contact Marian Dessing: 06 50 05 19 24
