Wealth Management is an independent asset management company employing eight highly skilled specialists, whose competencies form the core of our services. We provide discretionary portfolio management to an exclusive circle of clients with a considerable amount of investment capital.
Wealth Management was established in 2005 with a number of very wealthy clients. Since then, the company has grown considerably and the common denominator for our clients is a wish to leave the daily monitoring of their portfolios and of the financial markets to us as asset managers.
We enter into discretionary agreements with our clients, which means that Wealth Management take decisions regarding the management of the portfolio based on a risk profile and a clear investment framework agreed to by the client. Moreover, the portfolio is adjusted according to client preferences on a current basis.
Our agreement also includes help with providing an overall perspective of the client's assets. Consequently, we take into account assets such as real estate, companies etc., which are not part of the discretionary portfolio agreement giving the client a total overview of his/her risk profile across assets. Moreover, all clients receive an easily accessible reporting, which we go through at a personal meeting, whenever the client wishes to meet.
Wealth Management and our clients have a conservative approach to the financial markets with a mutual goal to protect the portfolios against loss, also during difficult times, and ensure a return according to risk profile during times of prosperity
Wealth Management is a well consolidated company with a solid net capital, and we are approved and supervised by the Danish Financial Supervisory Authority. For access to our financial reports, please contact our CFO, Annette Larsen, at tel. no. +45 49 12 20 78.
