Client First Finance

Overview

Client First Finance presents itself as “UW INVESTMENT OFFICE” and supports clients through each phase of wealth management.² The firm provides vermogensregie for individuals and foundations with investable assets from €3 million.³ It describes itself as a trusted adviser and investment office.⁴ LinkedIn describes the firm as an independent intermediary between clients and wealth managers.⁵ Clients remain in control of their own assets while Client First Finance advises without taking over the “steering wheel.”⁶

The firm began in 2009 with support from entrepreneurs in the Haarlem and Amsterdam region.⁷ Its headquarters is listed in Bloemendaal, Noord-Holland, with an additional location in Amsterdam.⁸ The company is privately held and LinkedIn lists a stated size of 2 to 10 employees, although current headcount is unverified.⁹

History

Client First Finance was founded in 2009.⁷ A January 26, 2023 company announcement states that Jeroen van der Knoop became owner on January 1, 2023.¹⁰ The same announcement says founding partner Lex Boogaarts transferred ownership after almost 15 years and would remain temporarily as an adviser.¹¹ Lex Boogaarts’s current Investment Consultant biography says Client First Finance was sold to staff in 2023, supporting an employee ownership transition without identifying the current legal ownership structure.¹²

The 2023 ownership announcement names colleagues Marieke van Duuren and Marcelle van Dijck.¹³ It states that the firm’s mission is fully independent service with clients’ interests as the starting point.¹⁴

Timeline

1. 2009Clients remain in control of their own assets while Client First Finance advises without taking over the “steering wheel.” The firm began in 2009 with support from entrepreneurs in the Haarlem and Amsterdam region.
2. 2023A January 26, 2023 company announcement states that Jeroen van der Knoop became owner on January 1, 2023.

Leadership

Jeroen van der Knoop is identified as the owner from January 1, 2023.¹⁰ The firm’s website identifies Drs. Jeroen van der Knoop FRM CIPM as its contact person.¹⁵ Lex Boogaarts is identified as founding partner and temporary adviser following the ownership transfer.¹¹ LinkedIn lists Thijs Elzinga among the firm’s employees, while the website does not provide a matching team biography.¹⁶

The firm states that employees are individually affiliated with DSI, CFA, CAIA, CIPM and GARP.¹⁷ It also says the team has more than 20 years of institution-level knowledge and experience.¹⁸

Services

Client First Finance helps clients define their requirements for wealth management and select suitable wealth managers.¹⁹ It searches for financial parties offering proposals suited to each client’s requirements and wishes.²⁰ The firm says it handles administrative burdens, continuously analyses the performance of selected wealth managers, and monitors risk and costs.²¹ It prepares consolidated reports intended to provide ongoing insight into invested assets.²² LinkedIn also describes access to various institutional parties and ongoing monitoring of returns, costs and risks.²³

What the firm offers

• Philanthropy
• Administration and bill pay

Client focus

The firm serves entrepreneurs, wealthy individuals and foundations.²⁴ Its vermogensregie service is aimed at individuals and foundations with investable assets from €3 million.³

Investment philosophy and approach

The firm says it works as an independent intermediary and keeps clients in control of their own assets.⁵⁶ Its ownership announcement states that fully independent service and clients’ interests are the starting point for its mission.¹⁴ LinkedIn says the firm works according to a “no cure, no pay” principle and emphasizes trust and expertise.²⁵

FAQs

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Sources

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This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.