We are happy to help tailor a portfolio to meet your individual needs. Together we will agree on the desired and needed frequency of follow-up meetings between you and one of our dedicated advisors.
Through a discretionary mandate, we will manage your investments on your behalf, with your authorisation. You will thus be a direct shareholder in the underlying companies, as opposed to units in a mutual fund. We offer discretionary mandates in two asset classes, Norwegian equities and fixed income.
With an equity savings account (Aksjesparekonto) Norwegian investors can purchase and sell equity funds, without having to pay tax on capital gains before you eventually withdraw the funds from the account.
Individual pension savings (IPS) is a tax beneficial framework for retirement savings, which gives a max annual savings amount of NOK 40 000 and a max tax reduction of up to NOK 8 800 (in 2019).