Söderberg & Partners Wealth Management is one of the leading providers of independent and bespoke wealth management services in Norway. Our holistic advisory framework allows us to construct long term strategic asset allocations tailored to our clients’ needs, implemented via funds that have gone through a high conviction manager selection process.
We have a diversified client base, including corporations, institutions, non-profit organizations, and private individuals. Every client is unique, and we have developed a systematic process that is flexible enough to meet the needs, preferences, and objectives for each individual client.
Your personal wealth advisor
What are your risk preferences? What are your objectives? What is your current situation, and where do you see yourself in the future? As a client at Söderberg & Partners Wealth Management, you will work closely with your wealth advisor in all matters relating to your financial situation. Together you will create a thorough overview of your situation, and tailor a financial plan that meets your needs and preferences.
We take an analytical top-down approach to our advisory process and framework, which ensures that your situation is assessed in a rigorous and consistent way. The outcome of our advisory process is a strategic plan tailored to you specifically.
Transparent business model
Our entire business model is based on independent advice, and it is therefore our only source of income. We do not sell any funds or other products. We believe this is key for being able to deliver first class, long-term advice to you, which is solely based on your needs, preferences, and objectives.
The annual fee you pay is based on the size of the investment portfolio under our advice. Any rebates we receive on your behalf are paid directly and in full back to you.