The nordic way of wealth A mobile portfolio
This is how we help you
Welcoming new board members to Formue AS
Formue AS has strengthened the board with two foreign board members; British Sebastian Dovey and Danish Marlene Nørgaard Carolus, both with extensive expertise within the wealth management industry.
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Formuesforvaltning becomes Formue
Formuesforvaltning was established in the year 2000 and now has substantial operations in both Sweden and Norway. The company has over 350 colleagues who help clients with advisory services and management of their NOK 128 billion in assets. We are now combining our activities under a common brand name – Formue.
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Formue in Capgemini’s World Wealth Report
Capgemini’s World Wealth Report (WWR) examines the global HNWI population and wealth growth dynamics, shifting digital-era expectations, asset allocation trends, and investor opinions about fees, hybrid advisory services, and existing offerings. Formue is featured in this year's edition with our hybrid offering developed to enhance client engagement.
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Scan Her Wealth
One third of the world's wealth today is controlled by women. The share is expected to increase significantly in the coming years. We have asked 400 wealthy Scandinavian women what they want to achieve with their capital, what is important when they invest, and what the wealth means to them.
Read the report here
Independence
From the very beginning we have had one clear guiding principle for all our activity: the client’s interest should always come first. This has shaped what we do and how we work. It has also contributed to defining the basic culture in our company. An independent viewpoint has always been key to our way of thinking. How can we fulfil the requirements for independence?
What does our independence mean for you?Our services
Portfolio and investment
We help you build a robust, properly diversified portfolio to preserve your capital and achieve long-term growth.
Legal services
We have our own highly qualified staff to help you achieve an efficient tax situation and an optimal ownership structure of your assets, for you and the next generation.
Business services
Our business management unit is a leading provider of corporate secretarial and accounting services, specializing in the needs of investment companies.
Art and Philanthropy
Our dedicated art advisory area can bring you inspiration, insight and knowledge through art and philanthropy, whether for its own sake or as part of your portfolio.
A mobile portfolio
Follow market developments, sign important papers and receive notification of important events in the portfolio directly on your mobile.
Investment simulator
Align your investment portfolio with your risk profile and investment preferences
Expert input
Access the expert services dedicated to your unique wealth plan
Goals & priorities
Get a full overview over how your wealth plan enables you to achieve your goals
Wealth plan
Your personal wealth plan, always accessible in our app
Contact us
To help you in the best possible way, we need to know more about you and your goals.
