We treasure your wealth
Our portfolio management service is especially suitable for those who want to entrust the investment decisions to an experienced portfolio management team that follows the markets. Your portfolio manager is authorized to make investments within the agreed framework. Our objective is to ensure that your wealth grows and develops long-term over generations.
Our investment horizon is long. We create value for our clients by making careful stock picks based on thorough analysis and our independent view. We always strive to have a good understanding of the companies we invest in. After we have made an investment decision, we follow up the companies continuously. We believe that responsibility is a prerequisite for sustainable value creation, and therefore sustainability assessment of companies is always part of our investment decisions.
We serve individually
The core of our service is tailored discretionary asset management. This means that each client and client portfolio at WIP is bespoke, nevertheless based on our current market views. We do not use model portfolios, but we consider the wishes and needs of our clients when tailoring the portfolios.
At WIP, we know our clients well, many even over decades. Clients can always discuss their portfolios and financial markets directly with their portfolio or account manager when needed. We report the development of the portfolio regularly and provide needed reports for the tax authorities. If necessary, the reports can also be sent directly to the party responsible for accounting. Your investments remain in your own name, in your own book-entry account.
We also offer family and tax law services to complement our asset management service.
Our investment universe
We invest primarily in the stock market, of which our portfolio managers have very solid experience and knowledge. The focus for equity investments is the Nordic countries. Our portfolio management team also have expertise in technology and water companies worldwide.
Investment funds and other financial instruments and markets can be used to complement our asset management, if necessary. For this we utilize our extensive network in terms of both investment funds and analysis. Long, reliable cooperation with various market participants also enables participation in different corporate actions, such as IPOs.