Wealth Management is an independent investment company. Its business model is founded on having shared interests with its customers. Wealth Management is independent and does not have economic relations with other financial institutions. This enables it to make wholly independent decisions in regards to investments to make. Wealth Management has a transparent fee structure, which has a direct correlation between the success of the company and its customers’ returns.
Wealth Management has eight highly specialized employees, whose expertise lies at the core of its services. It provides discretionary portfolio management services to an exclusive group of customers with a sizeable liquid investment capital.
Wealth Management was established in 2006. From the beginning, it had a group of customers with considerable wealth. Since then the business has grown considerably.
The common denominator for the company's customers is a desire to leave the daily monitoring and management of their portfolios and the financial markets to Wealth Management as their trusted portfolio manager.
Capital manager for Danish wealthy merges with Formuepleje (Finanswatch - Danish)
Press release: Formuepleje mergers with Wealth Management (Formuepleje website - Danish)
IT golden boys will invest 5 million (Børsen - Danish)
It is our ambition to give all customers an even better offer than what we are experiencing today. Together, we will set a new and higher standard when it comes to servicing our customers.