Formue Norge Information

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. Formuesforvaltning is the largest privately-owned wealth management firm in the Nordic area. We manage approximately NOK 128 billion on behalf of families, institutions and organizations. 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 Norway with offices in all major cities, and additional offices in Stockholm, Gothenburg and Malmö serving a growing client base in Sweden. In June of 2014, Formue opened an office in London where a part of the investment team is now based.