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.
Our wealth managers possess extensive knowledge and experience of 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 diversify risks and create the opportunity for strong returns over time.
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.
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.
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.
Fredrik Billving |
| Marcus Bratt |
| Ola Ternlund |
---|---|---|---|---|
Head of Wealth Management Stockholm | Head of Wealth Management Gothenburg | Head of Wealth Management Malmö | ||
+46 (0)8 545 916 58 fredrik.billving@coeli.se | +46 (0)31 727 71 17 marcus.bratt@coeli.se | +46 (0)40 665 67 70 ola.ternlund@coeli.se |
Sveavägen 24-26
111 57 Stockholm
+46 (0)8 – 506 223 00
Sweden
Kungsportsavenyn 34
411 36 Göteborg
+46 (0)31 – 727 71 00
Sweden
Anna Lindhs Plats 4
211 19 Malmö
+46 (0)40 – 665 67 60
Sweden
Forumgallerian, 1 tr
753 20 Uppsala
+46 (0)18 – 14 80 00
Sweden