NPKAPITALFORVALTING | 26 Sep 2015
Advisory management for private citizens is often characterized by a situation in which an individual has inherited or acquired a form of capital, and would like to manage it in a way that yields a better return than the banks' 'risk-free' deposit rate can achieve.
An example of this could be an individual wanting to plan succession of inheritance, possibly circumventing inheritance tax, or controlling how, upon their passing, the capital moves towards a specific individual.
In general, there are two different types of investors
- Those who would like to speculate their way to wealth within the foreseeable future
- Those who already consider themselves wealthy and who primarily focus on preserving their wealth
Our advisory management focuses primarily on the second category, those individuals who wish to preserve their wealth and achieve a higher return than a risk-free interest rate. Wealth by definition is a very abstract idea, and each individual has a different notion as to how much money or assets constitute wealth. Nordic Partners provides an active advisory management for those individuals holding an investable capital in excess of 500,000 SEK.