Open-end strategies
Private Investments
Wealth Management Financial services
About us
Open-end strategies
Private Investments
Wealth Management
Financial services
About us

Wealth Management

Our experienced financial advisors and wealth managers focus on long-term value creation tailored to the individual needs and plans of our clients.

Long-term value creation through wealth management

Our long-standing client relationships are proof of our financial advisors’ and wealth managers’ dedication as well as the trust we have established with clients. We offer advisory and discretionary wealth management, which allows for flexibility to customize solutions to meet individual client needs.

Through our extensive experience, we manage and outline personalized financial plans aimed to generate high returns with limited risk-taking, that encompasses both the present and extends through generations ahead.

Asset management

Our wealth managers possess extensive knowledge and experience of creating/building investment portfolios suitable for various investment horizons, exposures and asset classes with foundation in individual client needs and decision making. The aim is to distribute risks and create the opportunity for good returns over time.


Unique investment opportunities

Coeli offers investments in unlisted assets, with the aim of diversifying the portfolios with higher return potential and better risk diversification than more traditional alternatives. Coeli invest alongside clients in the investment opportunities presented, ensuring that we are fully allied with our clients and investors.

Generational planning, taxes and family law

Our lawyers assist our clients in all matters related to family law. We review our clients’ family circumstances to ensure updated necessary legal documents are in place should unforeseen events arise, tax returns, relocations, changes of ownership in companies and all other types of taxation that affect businesses such as sole trader, limited liability company, or other.


Pensions & insurance

Our specialists assist our clients in ensuring that the right insurances are in place for any unforeseen circumstances as well as making sure the pension is effectively managed to secure future economic wealth and comfort, whether it’s the occupational pension, direct pension or necessary insurance when moving abroad.

Find us

Our locations

Stockholm

Sveavägen 24-26
111 57 Stockholm
+46 (0)8 – 506 223 00
Sweden

Gothenburg

Kungsportsavenyn 34
411 36 Göteborg
+46 (0)31 – 727 71 00
Sweden

Malmö

Anna Lindhs Plats 4
211 19 Malmö
+46 (0)40 – 665 67 60
Sweden

Uppsala

Forumgallerian, 1 tr
753 20 Uppsala
+46 (0)18 – 14 80 00
Sweden

Please indicate whether you are a private or institutional investor.

Coeli may, pursuant to law, market one or multiple funds in several jurisdictions. By choosing an option in the list below, you confirm that you belong to one of these.

Den sammanfattande riskindikatorn ger en vägledning om risknivån för denna produkt jämfört med andra produkter. Den visar hur troligt det är att produkten kommer att sjunka i värde på grund av marknadsutvecklingen. Indikatorn speglar framför allt upp- och nedgångar i de aktier fonden placerat i. Denna produkt innehåller inte något skydd mot framtida marknadsresultat. Du kan därför förlora hela eller delar av din investering. Förutom de risker som ingår i riskindikatorn kan andra risker påverka fondens resultat. Se fondens fondbestämmelse för mer information.

Morningstars fondbetyg (rating) är ett mått som går att använda för att se hur fonderna har presterat historiskt. Fonden får ett högre betyg om den har haft en bra avkastning i förhållande till fondens risknivå. En fond måste ha funnits i minst 3 år för att få ett totalt betyg. Har fonden funnits längre än 5 och 10 år får dessutom betyg för dessa tidsperioder. Morningstars hållbarhetsbetyg är ett mått på de ekonomiskt väsentliga riskerna inom miljö, socialt och ägarfrågor (ESG) i en portfölj relativt till liknande konkurrerande portföljer. Hållbarhetsbetyget beräknas för fonder, förvaltningsuppdrag och index globalt, med hjälp av Morningstars databas med portföljinnehav.