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Private Wealth Management and Family Office

Because there is more to wealth management than managing wealth.

What many of us are really searching for is a life that feels meaningful. A life with time and space for the people we love and the things that make us feel alive. At SEB, we understand that. We know that wealth itself isn’t often the end goal. It’s what enables the life we want to live.

Since 1856 we have had the privilege of being a trusted partner to the most successful entrepreneurs, families and foundations in the Nordic region. Our long history and experience, combined with close client relationships, have given us deep insight into our clients’ specific needs.

Through our Private Wealth Management and Family Office unit, we offer wealth management services with tailored solutions, a comprehensive range of investment instruments, financing products and a highly skilled team.

Our wealth management services are primarily intended for clients with investable assets of at least one million euros. Your investment goals and preferences are always the starting point.

Our offering within Private Wealth

Discretionary asset management

Our discretionary wealth management service is designed for clients who prefer investment decisions to be made on their behalf, within the framework of a pre-agreed strategy. At the core of our approach are clearly defined client objectives and needs.

Investment advisory services

Advisory wealth management is ideal for you who want to take an active role in making investment decisions.

Professional Family Office

SEB’s Professional Family Office offers tailored wealth management for entrepreneurs and families, with expert advice and exclusive investment opportunities worldwide.

Alternative Investment Opportunities

Private Banking has developed its own alternative investment programme, based on our institutional client offering, providing solutions for a variety of needs.

Types of Alternative Investments

  • Impact Investments
    Financial returns and a positive impact on the environment and society.
  • Real Estate
  • Private Equity
  • Alternative Fixed-Income Products
  • Infrastructure
  • Unlisted Shares
    "Private Placements"
  • Hedge Funds

Examples of objectives for alternative investments:

  • Additional Returns
  • Diversification
  • Cash Flow
  • Inflation Protection
  • ESG Profile Enhancement
  • Leveraging Megatrends

Legal Services

At SEB, legal services are an integral part of wealth management. Our lawyers support clients and their families through different stages of life.

We assist, for example, in planning the transfer of wealth to the next generation by preparing deeds of gift and gift plans, prenuptial agreements, wills, and powers of attorney.

A will is the only way to determine what happens to your assets after death. Through a will, you can direct assets to chosen individuals, and also allow heirs to relinquish part of their inheritance in favour of their own children. A well-considered will can also reduce inheritance tax for beneficiaries.

We help our clients manage wealth through instruments such as purchase agreements. We also provide support with other legal matters related to assets, so please do not hesitate to contact us.

Your client manager will assist you in arranging meetings or telephone consultations with our lawyers.

Corporate Finance

SEB Corporate Finance and SEB Corporate Finance Growth specialise in advising companies. Through these units, we are able to offer our clients access to interesting unlisted investment opportunities and IPOs.

SEB’s Corporate Finance unit is the leading adviser in the Nordic region for corporate transactions such as company sales, public tender offers, mergers, and capital market transactions including share issues, share sales, and initial public offerings.

Our experienced organisation has comprehensive and detailed knowledge of significant corporate and equity transactions both in Finland and across the Nordic region.

Next Gen – the network for young clients

At SEB, we have always taken a long-term approach, and our client relationships often span generations. We feel a responsibility to ensure that a new, younger generation receives the introduction needed so that both assets and values can be preserved and passed on securely over time.

The Next Gen concept is aimed at a younger generation of clients with an interest in investments.

Are you part of the target group yourself, or do you have young people in your circle who might be interested in joining the network? The Next Generation network hosts meetings and webinars where neither knowledge level nor previous experience of investment markets matters.

Themes of previous Next Gen events have included, for example, equity market investments and responsible investing.

Interested? Contact us for more information about the Next Gen network.

Invest globally with SEB

Invest with passion

Investments involve a risk

With us you’ll get exclusive access to a wide range of new ideas and investment possibilities. From Private Equity to art. From renewable energy to music. And more. We are continuously developing unique and progressive opportunities with our international partner network.

Find out more at sebgroup.com.

Invest in funds

We aim to offer our clients only the highest-quality funds. Our selection, which includes SEB’s own funds as well as carefully chosen funds from our partners, provides both comprehensive investment solutions and attractive additional enhancements.

SEB Life international

SEB Life International’s investment-linked insurance policies and capitalisation agreements offer a wide range of benefits of life insurance investing for both private clients and businesses. You can choose from some of the most comprehensive investment opportunities and wealth management services on the market.

Investment services

Portfolio service

With the Portfolio Service, you can easily follow the development of your investment portfolio online anytime.

Terms, conditions and regulatory information

The account number for fund investments, the terms and conditions, and all forms can be found on this page.

Account in Sweden

Do you have an account or investments with SEB in Sweden? Customers living abroad who hold an account or investments with SEB in Sweden are assisted by a specialised unit:

+46 774 40 88 00

internationalprivateclients@seb.se

Contact our Private Wealth Management and Family Office team in Finland

Our aim is to help you prioritise what matters most to you today while also assisting you in shaping the legacy you aspire to build for the future. As a client of ours, you have exclusive access to benefits and offers.
 
 

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