Formue

Formue is a wealth management firm based in Oslo, Norway. Established in 2000 by Mr. Ole Jacob Sunde, the firm provides strategic and dynamic asset allocation, manager selection, and relationship management services. Additionally, the firm provides portfolio reporting and management, personal service, tax advice, and specialized advice for investments in art and philanthropy. It provides its services to both individuals and families, foundations and organizations, family offices, entrepreneurs, and regulated clients including pension funds, mutual funds, insurance companies, and municipalities. The firm has additional offices in Stockholm, Gothenburg, London, and Malmö. The assets of the firm are managed by the executive management team.