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Discretionary Management

The discretionary management service is for investors who do not have the time, or who do not wish, to actively take part in the ongoing management of their portfolio. You select a portfolio that is professionally designed according to your own objectives and risk profile, and you allow us to perform the ongoing reallocation within the framework of your mandate. You can always make changes to the mandate along with your dedicated advisor.

Our services include:

  • Dedicated client advisor with high availability and a limited number of clients
  • Catella’s latest strategy, plus regular investment and allocation proposals
  • Unique portfolios for each individual client
  • Catella takes regular decisions on investments and reallocation 
  • A highly experienced team
  • Access to all our specialists
  • Portfolio reports and strategy comments
  • K4 documentation
  • Catella Alert
  • Access to other investments and networking
  • High level of security and confidentiality
  • All our advisors are Swedsec licensed and carry out annual knowledge reviews

Contact us

Sweden

Magnus Larsson

Account Manager
Direct: +46 31 600 171
Sweden

Matts Nilsson

Account Manager
Direct: +46 40 622 12 13
Sweden

Per Nordström

Head of Client Managers & Sales Stockholm
Direct: +46 8 614 25 32
Luxembourg

Dennis Nygren

Global Head of Wealth Management
Direct: +352 621 30 59 98

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