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Clients

We work with people whose financial situation has become more complex, and where the consequences of each decision matter more.

Whether it relates to business, income, family wealth or cross-border finances, the need is often the same: structure, clarity and a solid foundation for making good decisions.

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When financial choices carry greater consequences

As assets, responsibilities and investments grow, so does the need for structure, a long-term perspective and a clear basis for decision-making increases.

Many people contact Connectum at a time when their finances have become more complex and decisions no longer feel right to handle alone.

What they often have in common is this: the decisions are bigger, the consequences more significant, and the room for error smaller.

Typical situations we encounter:

  • Sale of a business
  • Sustained high income
  • Family wealth
  • Cross-border finances
  • Need to diversify beyond your own business

Questions many people have

Many people get in touch because they have questions they're not quite sure who to ask.

  • How should I invest after selling my business?

  • What is the right level of risk for my family and me?

  • How do I avoid being sold products I don't really need?

  • How should my capital be structured over time?

  • How can I provide for my children and future generations?

  • How can I structure things in a tax-efficient way?

  • Who can I talk to about these decisions?

You don't need to have all the answers. For many, this is where it starts.

Common to many who get in touch

Although the situations are different, the experience is often the same.

Many find that:

  • their finances have become more complex

  • the decisions feel bigger

  • the consequences are harder to reverse

That's why many want:

  • independent, unbiased advice

  • a clearer overview

  • a plan they can follow over time

When Connectum might not be right for you

Connectum is not the right advisor for everyone.

We are not normally suitable for people who:

  • are looking for active trading or speculation

  • are focused on short-term opportunities

  • prefer to handle everything themselves

Our approach is about structure, discipline and long-term decision-making.

Marianne Moum Ussvær - Advisor in conversation with customer in meeting room

What clients experience as different

Many clients have previously been in contact with banks or traditional wealth managers.

Many experience a clear difference with Connectum because:

  • our advice starts with your situation
  • our recommendations are made without commissions or product incentives
  • we take the time to understand before presenting solutions
  • decisions are based on a clear methodology and documented research
Read about independent advice →
How we work

How the collaboration starts

We always start our collaboration with counseling. We spend time understanding your situation, your goals and what you want to achieve. Together, we create a strategy before investments are even considered. Only when we have a clear basis for decision-making do we put capital to work.
Connectum-modellen-ENG

References from our clients

"It is now well documented that in practice it is futile to try to 'beat the market' with your investments. Despite this, many advisors and managers continue to charge very high fees for trying to do this with their clients' money. Mostly with poor results. As a relatively well-informed client, this is only a source of frustration and concern. We've therefore chosen to work with Connectum for our foundation management. They work in a completely different way. Their independence and freedom from conflicts of interest enable them to be completely focused on being useful to us. They have devised a long-term and credible strategy for us with a solid foundation in research results. They are skilled, open and clear, and we feel that they really care about us and our needs. We are very satisfied."
Olof_Holmer
Olof HolmerGeneral Manager, KTF | Stockholm
"My private wealth is looked after by honest and skilled advisors. They listen and give wise and clear advice. I am confident that my portfolio will continue its solid growth and be managed systematically in line with my needs so I don't have to worry. The portfolio is robust compared to other investments and gives me time to focus on other things that are important in life."
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Petter RøedInvestor | Tjøme
"It is an honor and a pleasure to recommend Connectum. We've never had much success with our own investments and found ourselves being 'ripped off' by banks and insurance companies. When we realized that Connectum's philosophy and method were completely different, the choice was easy for us. Since then, we have experienced over many years that Mr. Stott and Mr. Tønnevold's claims are true and that the portfolio is growing steadily and smoothly while costs are low and transparent. Trust is something you earn. Connectum has earned our trust in an absolutely superb way."
Thom Torvik and Harald Chr. Jensen
Thom Torvik & Harald Chr. JensenOwners of Torvik Jensen AS | Oslo
"I had conversations with many advisors before I chose Connectum. The choice was quite easy because they stood out from the first conversation. My impression was that they had skilled advisors with extensive experience and they put me and my future plans in focus. They were not product salesmen! Based on long and serious conversations, an investor profile was created as a basis for my investments. This resulted in a robust portfolio with a steady course in the right direction. I feel very well looked after and in addition, the return is far above average"
Leif-hoemsnes
Leif HoemsnesDepartment Manager, Downhole Technology, Island Offshore Subsea AS | Stavanger
"After thorough research, in the summer of 2004 I chose Connectum as my partner for the management of my and my wife's financial assets. The decisive factor for me was that Connectum does not act as a seller on behalf of its own or others' financial products, and thus provides advice on a completely independent basis. Experience has been very good, even through the financial crisis, and the return has been above the market return. I experience a team of committed and friendly employees who are vigilant when the markets move and at the same time long-term in their thinking about the management of personal investment portfolios."
Nils-Morten-Udgaard
Nils Morten UdgaardFormer foreign editor at Aftenposten / Former state secretary to Kåre Willoch | Oslo
"Connectum has provided me with sound advice and devised an investment strategy that has navigated my financial wealth safely through the turbulent markets of recent years. I would recommend them without reservation to anyone seeking a first-class, independent investment advisor."
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Paddy ShanahanPartner Pesanto Capital LLP / Former CEO, Deutsche Bank Global Equities, New York | Dublin
"We are truly grateful for what Connectum has done for us with the restructuring of our business in Norway and England and the personal commitment. As a former mercant banker, I know how to appreciate top-class professionalism."
Avatar_Connectum
Otto R. NorlandFormer CEO, Hambros Bank | London
"After selling my share in Larsen, Atterås og Brosvik AS (LAB), I felt that our bank for many years was most concerned with selling us products. At Connectum, we have met people who show consideration and are genuinely concerned about what is best for us. They have been our family's advisors for many years and we are very satisfied with the portfolio and the way we feel looked after."
Nils-and-ingeborg-atteraas
Nils & Ingeborg AtteråsFounder and former co-owner of LAB | Fana/Bergen

FAQ

Do you work with someone in my situation?

Yes, we work with people who have reached a point where their finances have become more complex or where their decisions carry greater consequences. Many of the people who contact us are good at their own profession, but want an independent sparring partner for financial decisions. You don’t need to fit into a specific category for this to be relevant.
How do I know if you actually understand my situation?

Our advice is based on your overall situation, not individual decisions. Before we make any recommendations, we review your finances, life situation and priorities. This gives us a better basis for developing a coherent strategy over time.
What is expected of me if I get in touch?

You don’t need to have a plan or know exactly what you need. The first step is to gain an overview and clarify your situation. The conversation is non-binding and gives you a better basis for deciding what to do next.

Unsure if Connectum is right for you?

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A short conversation can help you clarify if this is right for you - and if the timing is right.

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