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Asset management
Find an asset management advisor
Asset management is about how your capital is invested and followed up over time, whether you are an individual or a company. You may want support with your own decisions, or prefer to hand the day-to-day work to someone else. An advisor helps you work out which suits you.
Investment advice
For those who want to make the investment decisions themselves. Your advisor helps you build a strategy around your goals.
Portfolio management
For those who want to hand the day-to-day responsibility to a manager. Ask how often you will get reports and what the management costs.
Start matching
Answer a few questions and we will show you asset management advisors who fit your needs. It costs nothing and you are under no obligation.
Advice or management?
With advice, you make the decisions yourself with an advisor's support. With management, the manager makes the decisions for you within the limits you have agreed.
Risk and returns
The value of investments can fall as well as rise, and you may get back less than you put in. Past performance is no guarantee of future returns.
How matching works
Choose an area and answer a few questions
Tell us what you want help with and answer a few questions about your needs.
See advisors who fit
We show you advisors who match your needs and where you live.
Decide whether they can contact you
Advisors can get in touch with you if you allow it.
Decide whether to move forward
Matching is free of charge and carries no obligation.
If an advisor holds a Swedsec or Insuresec licence, it is shown on their profile, so you can check it before you get in touch.
Ready to find your advisor
Asset management advisors
These advisors work with asset management. Contact one directly, or start matching and we will show you advisors who fit your needs.
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