In the world of wealth management, family offices represent the pinnacle of personalized wealth management for ultra-high-net-worth individuals and their families. These premier advisory entities surpass traditional financial offerings, providing a bespoke management strategy for substantial wealth.
As foundational elements in the financial ecosystem, family offices play a crucial role in ensuring the seamless transition of wealth across generations, while catering to the expansive visions and personal ambitions of the world's wealthiest families.
For investment management firms, the journey to elevate their fundraising involves the strategic challenge of identifying which family offices are open to discussing new investment opportunities. This endeavor is particularly daunting due to the private and discreet nature of family office operations.
Our database, dakota marketplace, emerges as a pivotal solution in this context as it is an unparalleled database that sheds light on the intricate world of family offices. Our platform is uniquely positioned to bridge the gap between investment firms and family offices, facilitating direct contact information and engagement with both US and international family offices.
In this article we are giving you a list of the top family offices in Norway. To see a full list, you can view this in dakota marketplace.
1. Ferd
AUM: $3B
Metro: Oslo
Ferd is a Family Office located at Dronning Mauds Gate 10, 10th floor, Oslo. As a family-owned investment company led by the fifth and sixth generations of the Andresen family, Ferd embodies a perpetual journey in its investment philosophy. The organization manages an AUM of $3B and is deeply rooted in Oslo's financial landscape. While specific details regarding services and investment strategies are not provided in the data, Ferd's legacy and substantial asset under management underscore its enduring presence in the investment realm.
2. Stokke Industri
AUM: $3B
Metro: Oslo
The organization Stokke Industri functions as a Family Office entity, situated at Incognitogaten 16, Oslo. Operating within the Oslo metro area, the firm manages assets totaling $3,000,000,000. Despite limited available details, Stokke Industri's focus on family office services and substantial AUM position it as a key player in the financial landscape.
In conclusion, Stokke Industri stands out as a prominent Family Office in Oslo, showcasing significant AUM of $3 billion. While specific service offerings and investment strategies are undisclosed, the firm's substantial asset base underscores its importance within the financial sector and its impact on the market.
3. Smedvig
AUM: $2.2B
Metro: Oslo
Smedvig is a Family Office based in Stavanger. The firm specializes in investing in property, private equity, and various investment funds. Their investment strategy focuses on selecting top-tier fund managers with unique and repeatable strategies, aiming for long-term capital growth within defined risk parameters. Smedvig Asset Allocation, a division of Smedvig, manages investments in global fund managers, including long-only funds, hedge funds, and real estate funds. The company received authorization to manage alternative investment funds in July 2020. They prioritize engaging positively with the local community.
The Oslo metro area is associated with Smedvig. The firm reports an AUM of $2.2B and emphasizes a disciplined approach to investment selection, focusing on consistent alpha generation and institutional-quality operations. Their investment philosophy centers on backing potential, building for the long term, and fostering sustainable growth. Smedvig's commitment to excellence is reflected in their strategic allocation decisions and dedication to achieving optimal risk-adjusted returns.
4. Oslo Family Office
AUM: $1.5B
Metro: Oslo
The Oslo Family Office functions as a Family Office entity, situated at Parkveien 33, Oslo. Operating within the Oslo metro area, it specializes in providing wealth management services. The organization manages assets totaling $1.5B. The Oslo Family Office caters to a diverse clientele, offering tailored wealth management solutions. With a significant AUM of $1.5B, the firm prioritizes personalized service and strategic financial planning for its clients within the Oslo region.
5. Herfo
AUM: $1B
Metro: Oslo
The organization Herfo functions as a Family Office with a primary focus on innovative and sustainable investments for long-term value creation. Situated at Børehaugen 1, Stavanger, the firm operates within the Oslo metro area. With a commitment to long-term value creation, Herfo manages assets totaling $1,000,000,000. Incorporating a strategic approach, Herfo aligns its investment strategy with innovative and sustainable practices. The firm's emphasis on long-term value creation underscores its dedication to fostering sustainable growth and impactful investments within the financial landscape. Operating as a Family Office, Herfo positions itself as a key player in the Oslo metro area's financial ecosystem.
6. Holta Invest
AUM: $1B
Metro: Oslo
Holta Invest is a Family Office based in Oslo. The privately held investment company, fully owned by Mr. Kjetil Holta, manages assets worth $1,000,000,000.
The firm's headquarters are situated on Klingenberggata in Oslo, Norway. Specializing in family office services, Holta Invest focuses on wealth management and investment strategies within the Oslo metro area.
7. Awilhelmsen AS
AUM: $1B
Metro: Oslo
Awilhelmsen AS is a Family Office organization based in Oslo, Norway. Situated at Beddingen 8, 2nd floor, Aker Brygge, the company's roots trace back to maritime traditions on the outer Oslo fjord islands. With a focus on creating lasting value responsibly, Awilhelmsen embodies a diversified and opportunistic business approach that reflects its deep-seated family values.
Awilhelmsen AS manages AUM of $1 billion and prioritizes developing relationships while upholding values of respect within the organization and towards external stakeholders. The company's ethos revolves around sustainable practices and responsible investment decisions, aligning its operations with the societal values of Oslo.
8. Watrium
AUM: $1B
Metro: Oslo
Watrium is a Family Office organization based in Oslo. Specializing in active, long-term ownership of global financial portfolios, industrial assets, and premium commercial properties in central business districts, Watrium manages an AUM of $1,000,000,000. The organization's strategic focus aligns with the metro area of Oslo.
9. Cenzia Investment Advisors
AUM: $800M
Metro: Oslo
Cenzia Investment Advisors is a Family Office based in Oslo. The firm, located at House of Oslo, Ruseløkkveien 34, specializes in serving UHNW private clients, family investment companies, and trusts. Cenzia prioritizes understanding each client's unique needs and goals. The firm manages an AUM of $800,000,000 and operates within the Oslo metro area. Cenzia Investment Advisors focuses on providing tailored services to UHNW individuals, family investment entities, and trusts, ensuring a personalized approach to wealth management.
10. Cancia AS
AUM: $750M
Metro: Oslo
Canica AS is a Family Office based in Oslo. The organization, located at Karenslyst allé 4, 5th fl., Oslo, is a family-owned company guided by core values that prioritize excellence, loyalty, and respect in all interactions. Canica's commitment to professionalism and efficiency, coupled with the owners' deep-held values, ensures its modernity, entrepreneurial spirit, and readiness to tackle new challenges.
The firm manages assets totaling $750,000,000 and believes in the importance of a well-run company to safeguard family assets, ensure continuity, and conduct sustainable business in the long term within the Oslo metro area.
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