Capital advice

With a personal capital adviser, you can be sure that your money is invested based on your needs and that you are well looked after in all issues regarding your finances.

Capital advice – expert help when you need it
We offer you a personal adviser who will help you with everything from everyday banking services to advice on investments, family law and insurances. The adviser has the time, interest and knowledge to help you with your assets and recommend investments suitable for you. You and your adviser will look over your total economy at least once a year – or more often if you wish.

During the meeting you and your adviser will look at your needs, discuss the purpose of your investments and how you feel about risk. You choose your level of activity, if you want to make the running decisions about your investments yourself or if you want to hand over the responsibility to us. Capital advice is an exclusive service for those able to invest larger funds, from 1 million SEK and more.

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All our advisers are licensed according to Swedsec’s guidelines and meet the requirements of the Swedish Financial Supervisory Agency (Finansinspektionen).
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