Öhman Wealth Management offers discretionary management, investment advice and legal advice to private individuals, entrepreneurs and owner-managed businesses. The company is under the supervision of the Swedish Financial Supervisory Authority.
Discretionary asset management
In discretionary capital management, Öhman Wealth Management is responsible for the day-to-day management and decisions that need to be taken to achieve established goals. We work with our customers to tailor a management solution where targets, risk, investment philosophy and other requirements are established within the framework of a management agreement.
Investment advisory services
We recommend our investment advisory services to customers who want to actively manage their assets but who also want access to expert investment advice and expect high standards of service. All customers have different needs and these needs may change over time. This is why we tailor individual advisory and management services in consultation with our customers. Our personal asset managers consult with our customers to continually enhance the services they provide.
Legal advice in tax law and family law: Our tax and family law specialists are available to assist our PWM customers by reviewing and answering the various questions that may arise when dealing with property and securities tax, tax planning in connection with moving in or out of the country, family law matters etc. We also help customers to prepare necessary legal documents, such as deeds of gift, wills, prenuptial agreements, cohabitation agreements etc.