Who we are, how we work and what we stand for

Client First Finance is a multi family office, investment consultant, performance analyst, and risk manager. We started in 2009 with the idea of providing investment knowledge at an institutional level for private clients on a “no cure, no pay” and performance-related basis. At this moment we work for about 120 families, business owners and smaller institutional clients. The total amount of client assets is about € 4 billion.

In the best interest of our client
Client First Finance is not an assetmanager and it will not become one in the future. We have highly trained staff with many years of professional expertise in the field of asset management. We use this expertise to act in the best interest of our clients. Is an asset manager acting in the best interest of our client too? That’s the question.

The best products and performance
We are in a constant search for the best knowledge, the best products and the best performance in the field of asset management. This involves the full package from stocks, fixed income to alternative investments like private equity, hedge funds, real estate, and commodity futures.

How do we get acquainted? The first step is sending us data about your mandate, style or strategy. In which aspects does your organization distinguish itself? After our analysts have done their job, you are invited for a real cup of Dutch coffee. In a meeting at our head office in Bloemendaal, performance attribution and appraisal will be discussed. We advise you to come well prepared.

The pitch
In consultation with our client you are invited to participate in a pitch. In this step of the process four managers receive a briefing. The following two months we will challenge you and your competitors. What mandate are you offering, how is your risk management organized and can you deliver sufficient information about transactions and holdings? A lot of questions are asked and conference calls are held. All of this with just one purpose: receiving the best offer for the client.
In the next step of the process the four asset managers have the opportunity to convince the beneficial owner. The pitch is held at Bloemendaal in an organized way. All managers will present their proposals on the same day. After the four presentations, Client First Finance writes a summary and recommendation for the client. Our purpose is always to acquire the most suitable mandate or strategy, offered by the best manager and against a reasonable price.

Monitoring: benchmark the results
After our client has made a decision, we will take care of all the compliance en due diligence. Relevant information will be made digitally available. Accounts are opened and the money will be transferred. The next, most important phase begins: the monitoring. On a daily basis we assess the transactions and portfolio, consolidate the information, and make risk analysis and reports for our client. We benchmark the results, compare it with a peer group and monitor risks and costs.
It is important that data connectivity can be arranged. If your organization is GIPS compliant, we consider it as an advantage.

We are looking forward to working together. With just one purpose: the benefit of our mutual client.

 

View our webinar for asset managers.