Formue Sverige

www.formue.se

Our investment philosophy starts with you. We tailor our services to your needs and help you develop a comprehensive wealth management solution. That way, our wealth managers get a framework and direction in the work that enables us to create value together. At Formue, we take a long-term view with respect to the firm’s relationships and in preserving and developing the wealth of our clients. Our core areas of expertise are strategic and dynamic asset allocation, manager selection and relationship management. The capital entrusted to us by our clients is managed by best-in-class third party international, Norwegian and Swedish managers across all asset classes. We offer our clients a bespoke, comprehensive service. That is why we also advise on art investments and philanthropy, services and activities that have become increasingly important to our clients. We have a local presence across Sweden with offices in Stockholm, Gothenburg and Malmö, and additional offices in Norway. In June of 2014, we opened an office in London where a part of the investment team is now based.

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Our investment philosophy starts with you. We tailor our services to your needs and help you develop a comprehensive wealth management solution. That way, our wealth managers get a framework and direction in the work that enables us to create value together. At Formue, we take a long-term view with respect to the firm’s relationships and in preserving and developing the wealth of our clients. Our core areas of expertise are strategic and dynamic asset allocation, manager selection and relationship management. The capital entrusted to us by our clients is managed by best-in-class third party international, Norwegian and Swedish managers across all asset classes. We offer our clients a bespoke, comprehensive service. That is why we also advise on art investments and philanthropy, services and activities that have become increasingly important to our clients. We have a local presence across Sweden with offices in Stockholm, Gothenburg and Malmö, and additional offices in Norway. In June of 2014, we opened an office in London where a part of the investment team is now based.

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City (Headquarters)

Stockholm

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Founded

2000

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