Söderberg & Partners Wealth Management Ltd

www.soderbergpartners.co.uk

Working today for a better tomorrow. Söderberg & Partners Wealth Management is a leading wealth manager in the Nordics and the Netherlands and part of the Söderberg & Partners Group. Gustaf Rentzhog, our Group Chief Executive Officer, established the group in 2004. Per-Olof Söderberg, our Chairman, was the first investor and gave his family’s name and reputation to our group. The group is independent and privately owned by Per-Olof Söderberg, its management, and long-term investors, including KKR and TA Associates. Since 2004, the group has grown to over £60 billion of assets under management, and there are 2,400 employees working in seven countries. The United Kingdom is a large, complicated, and growing wealth management market in which there is demand for high-quality financial advice. An ageing and increasingly affluent population needs to plan for the future in a complex and changing landscape. Pending regulatory approval, our objective is to meet this demand through the provision of a trusted investment platform for Independent Advisers. As our UK offering matures, and subject to further regulatory approval, our future plans include the provision of financial advice and a research-led approach to investment management. We will work for individuals and businesses across the UK on an independent basis, with a fair and transparent fee structure.

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Working today for a better tomorrow. Söderberg & Partners Wealth Management is a leading wealth manager in the Nordics and the Netherlands and part of the Söderberg & Partners Group. Gustaf Rentzhog, our Group Chief Executive Officer, established the group in 2004. Per-Olof Söderberg, our Chairman, was the first investor and gave his family’s name and reputation to our group. The group is independent and privately owned by Per-Olof Söderberg, its management, and long-term investors, including KKR and TA Associates. Since 2004, the group has grown to over £60 billion of assets under management, and there are 2,400 employees working in seven countries. The United Kingdom is a large, complicated, and growing wealth management market in which there is demand for high-quality financial advice. An ageing and increasingly affluent population needs to plan for the future in a complex and changing landscape. Pending regulatory approval, our objective is to meet this demand through the provision of a trusted investment platform for Independent Advisers. As our UK offering matures, and subject to further regulatory approval, our future plans include the provision of financial advice and a research-led approach to investment management. We will work for individuals and businesses across the UK on an independent basis, with a fair and transparent fee structure.

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City (Headquarters)

London

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Employees

11-50

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