Our comprehensive service and product portfolio

Our ambition is to serve both clients who want comprehensive assistance in financial and legal matters and those who have found the pearls in our portfolio. Interest in and knowledge of asset management among our current clients varies from those who are completely uninterested to those who are very knowledgeable, which we naturally take into consideration in our relation to you. You will receive what you want in the way you want it.

Advisory services
Management structures
Risk analysis
Strategic allocation
Tactical allocation
Brokerage
Fundamental analysis
Technical analysis
Carnegie Internet service
Pulse
Insurance
Legal
Foundations

Management services
Active management portfolio
Swedish equity management
- Swedish Base
- Swedish Private
- Trading
- Direct yield
Hedge fund portfolio
Special funds
Public funds
Selected external managers
Structured solutions
Time-limited
investment products
Foundation management

Legal services
Tax law expertise
- Foreign company solutions
- 3:12-companies
- Capital insurance
- Immigration and emigration
- Property sales
- Generation changes
Family law expertise
- Wills
- Prenuptial agreements
- Gifts
- Generation shifts
Tax return service
Foundation administration

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