CapMan Wealth Services
Access
Our passion is to find the best managers and instruments and use them when implementing our clients’ investment strategies — without biases.
Private asset competence
As a part of the CapMan Group we offer access to leading Nordic Alternatives teams. In addition to this, we also manage a network of access to global Private Equity managers beyond the Nordics.
Unique reporting
We leverage fully the sophisticated portfolio analytics and reporting tools from JAY Solutions. This enables us to provide advice even on the most complex portfolios across several banks and fund companies.
OUR CLIENTS
We are privileged to work with select individuals, family offices, institutions and foundations. We advise appr. 150 clients with + 10 billion EUR in aggregated assets. Our clients value our professionalism, true advice and leading investment solutions to build efficient portfolios.
- Private clients
We work with our clients to determine individual investment policies to meet long-term goals and provide advice to reach the stated goals with the most efficient portfolios. We provide access to leading investment solution in all asset classes, both liquid and illiquid.
Interested?
Mikael Löfberg
- Family offices
We work with family officers to model and stress test investment portfolios, and provide access and advice to implement the asset allocation with the most efficient instruments available. In addition, we provide support to integrate and implement ESG.
Interested?Mikael Löfberg
- Institutional investors
We advice pension funds and other institutions on market outlook, asset allocation and portfolio optimisation, and provide them leading investment instruments and manager access to implement investment decisions. In addition, we provide support in ESG integration and instrument selection.
Interested?Mikael Löfberg
Meet our team of
seasoned professionals
Christian Borgström
Mikael Löfberg
Mikael Falck
Jens Karppinen
Aaron Paulakorpi
Piia Nyberg
Kenneth Kruk
Jonatan Lehtinen
Pauliina Puputti
Liisa Rajala
Johan Ström
