Comprehensive wealth management
The foundation of our operations is systematic manager selection and broad access to all asset classes. We always invest through the most efficient instruments and do not use our own products in public markets. Our manager selection process is systematic, in-depth, and neutral across various instruments. If we suggest an active and higher-cost asset for the portfolio, it is backed by strong insights and analysis.
Team
The CapMan Wealth team consists of experienced investment professionals whose strengths create an efficient and dynamic organization. Our team meets with approximately 200 portfolio managers annually, acting as a professional “buyer” by challenging traditional sales pitches and focusing on genuine value creation.
Client focus
Our approach is built on client focus, systematic analysis and transparent fee structures. We do not offer investment products where our short-term interests may conflict with our clients’ long-term objectives. We also do not accept any retrocessions or rebates from the investment funds we select.”
Private market expertise
Our operations are supported by CapMan Group’s extensive expertise in private equity and real assets within the Nordic market. We also conduct active manager selection in the private market globally, with a focus on private equity, private credit, and infrastructure.
We are never fully satisfied with our manager selections and always strive to find the most interesting and better opportunities for our portfolios based on our insights
Mikael Löfberg, Chief Investment Officer
Reporting
As our client, you will have access to a reporting portal where all investment information is compiled in one place. Investments, such as funds, are broken down into underlying positions, making it easier to identify overlaps.