Short decision paths
 Personal dialogue
 Communication on your terms

We work with short decision paths and simple processes, both in our work with you as a client and in management.

The advisor is often your first and most important contact at Carnegie. We are convinced that personal dialogue is superior to written information and the Internet. The latter channels should only be seen as a complement to meetings and telephone calls, although we will naturally adapt our communication according to your terms. We offer a large number of channels so that you can personalise information and select what best suits your needs.

It is easy to become a client with us. We begin with a personal meeting during which your needs and prerequisites are examined. The advisor then guides you through an individually tailored process that results in an assignment with clear guidelines.

Discretionary management is based on our open architecture and the collective experience of our strategists. Work takes as its starting point a compilation of what should be an optimal portfolio statistically with consideration taken to your risk level. After this groundwork, which is the most important for future returns, active management begins. Our views of the market provide guidance for management within the investment framework established for the assignment. In addition to our views on the various markets, we naturally also have expert opinions regarding the selection of investments. We continuously evaluate and rank the various investment alternatives to give you the best prerequisites for achieving a favourable result.