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Our Story

Built by Bankers,
Driven by Purpose

Founded in 2019 by a team of former institutional investment bankers who believed private clients deserved better.

The Investmently Origin

In the corridors of Amsterdam's largest investment banks, our founders witnessed a troubling pattern: the best strategies, the sharpest minds, and the most sophisticated tools were reserved exclusively for institutional clients. Private investors were left with cookie-cutter products and generic advice.

Investmently was born from a simple conviction — that every serious investor deserves access to institutional-grade expertise. We left the banks, assembled a team of the brightest minds in European finance, and built something different.

Today, we manage over €2.4 billion for more than 1,200 clients across Europe. Our average annual return of 14.2% speaks for itself — but it's our commitment to each client's individual success that truly sets us apart.

2019

Founded in Amsterdam

Three former Goldman Sachs bankers launch Investmently with €50M in seed capital.

2020

Weathering the Storm

Navigated the COVID crash with only a 2.1% drawdown while markets fell 30%+.

2021

Crossing €1B AUM

Reached €1 billion in assets under management. Launched coaching program.

2023

European Expansion

Opened offices in Zurich and London. Advisory practice goes live.

2025

€2.4B and Growing

1,200+ clients. Recognized as one of Europe's fastest-growing wealth managers.

Our Principles

What We Stand For

Transparency

No hidden fees, no black boxes. You see everything we do and why we do it.

Excellence

We recruit from the top 1% of financial talent. Mediocrity has no place here.

Integrity

We eat what we cook. Our team invests alongside clients in every strategy.

Innovation

Proprietary models and forward-thinking strategies keep us ahead of the curve.

Leadership

The Minds Behind Investmently

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Alexander van Dijk

Founder & CEO

Former VP at Goldman Sachs. 18 years in institutional asset management. CFA Charterholder.

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Sophie Beaumont

Chief Investment Officer

Previously led a €4B equity desk at JP Morgan. PhD in Financial Economics from LSE.

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Marcus Weber

Head of Advisory

Ex-McKinsey partner. 20+ years advising UHNW families and sovereign wealth funds.

Join the Investmently Family

Discover what it means to have a team of world-class investment professionals in your corner.

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