At Handelsbanken, we carefully select a team of specialists who create a total solution specially for you. We believe that knowledge is the key to success. This is why it is important for us to perform an in-depth analysis of your financial and legal situation.
Our offering – Managing your money with us
We offer a range of services to help you manage your investments – from Investment service (execution only), where you decide upon your investment and Handelsbanken enables you to place your orders – to discretionary portfolio management.
Under Discretionary Portfolio Management, the Bank takes care of and manages every aspect of the investment process based on your goals and how much risk you're comfortable with.
Here's how it works:
Expert Selection: Our experts choose from a variety of investments managed by Handelsbanken Fonder.
Personalised Plan: We manage a plan just for you, based on your needs and goals.
Spread out Investments: We spread your money across different investments to reduce risk.
Your Choice: You can choose your preferred currency (Swedish Krona, Euro etc.) and define your sustainability goals.
Discretionary portfolio management offers a simple way to manage your money with help of our experts.
Planning to move and live abroad: We help you to identify what you need to think about when moving abroad or returning home. For many countries, we can help you identify the most suitable structure for your investments and also provide you with in-depth information about what it's like living there
Wide range of funds
Increase the potential of your investment with our wide range of funds covering a broad spectrum of asset exposures and risk profiles globally.
