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WEALTHY CLIENTS

Wealthy clients who choose Lundgreen’s Capital as sparring partner are looking for quality and solutions rather than products. We have a professional view on investment possibilities and risks, which is important when allocating a portfolio. We have clients in different countries hence you, as a client will get access to a wide range of information. Experience, combined with professional insight are key factors, when advising wealthy clients, which is the basis for the quality advisory we provide.

The success criteria for the cooperation with our clients is perfectly simple i.e. the best solutions for the client. It is extremely important for us to get an exact idea of your individual needs and your risk appetite – this is exactly the point where we differentiate to banks. Banks have other success criteria, they seek to sell products that will ensure a decent income going forward, and this is the crucial difference to Lundgreen’s Capital.

We are paid solely for the advisory we provide to our clients and have no other income from promotions or the like – therefore we work 100% in the clients’ interest. We do have arrangements with different players within the financial market however all costs and/or price advantages we negotiate are passed on to our clients.

We have reacted to changing trends amongst clients. Lifestyle is of greater importance – the interest for wealth management has declined however, our work is based on the desires of lifestyle that our clients have. Special wishes such as ethics play a much bigger role now than previously. We accept this completely but at the same time we are the solid partner who provides realistic advice about what is possible in order to incorporate individual positions into investments.

The right price for wealth Management has had – and rightly so – great attention. Reducing costs is a natural part of our service for clients. As a result, we do on-going follow-ups on expense structures including the expenses to ourselves.

We do not provide advisory on tax but we can refer to other very competent people within this field.

Family owned businesses

We are used to advise large companies and local governments on liability hence the family owned businesses find a distinguished advantage by using Lundgreen’s Capital. We are sparring partner for the operational company where we can take part in meetings with the bank or evaluate suggestions from banks. At the same time, we advise about the fortune, which typically is to be found within the holding structure of the operational company.

Successful Entrepreneurs and young wealthy people

Our own company is young and we feel that we have a particular good understanding of the successful Entrepreneurs’ attitude and wishes to life, which requires a certain co-operation around the growing fortune’s further progress.
The world has become faster in many ways – same for sudden wealth. Fortunes today can be created through products, that have an immediate value on the global market, or for instance by a sport star who is experiencing great year(s), etc. Typically, these are fortunes created while the person is young, and where the interest for wealth management may be of a different character – a long life is still to be expected. This requires an advisor that one trusts – Lungreen’s Capital.

Owner managers

We are used to consult large companies and local governments on liability therefore the owner managers find a distinguished advantage in using Lundgreen’s Capital. We are sounding board for the operational company where we can take part in meeting with the bank or evaluate suggestions from banks. At the same time we are the consultants on the wealth, which is typically found in the holding company through the operational company.

Successful developers/young people of great wealth

Our own company is young and we feel that we understand the attitude and wishes of the young developer in life; this requires a certain co-operation with the growing fortune’s further progress.
The world has become faster in several ways the same has sudden wealth. Fortunes today can be created through products that has an immediate value on the global market or e.g. a sport star who is experiencing a good year, etc. Typically, these are fortunes, which are created while the person is young, and where the interest for wealth management may be of a different character – a long life is still to be expected. This requires a consultant that one trusts – Lungreen’s Capital.