Trusts & Foundations
The management of financial capital is one of the most important tasks for foundations and legacies. Strict requirements are set for safe, responsible and sustainable management of funds. As a rule, a very long-term horizon applies, but funds must also be used in line with their purpose. It might be suitable to establish a code of conduct for withdrawals. These and other factors that provide guidelines for how capital is supposed to be managed, must be balanced against each other and laid down in a specially tailored investment strategy. It should be suitable and appropriate so that the foundation’s or legacy’s purpose is achieved.
Founded in 2002, Connectum has a license from The Financial Supervisory Authority in Norway , ensuring strict requirements for compliance with laws, regulations and quality of advice. At Connectum, you will be in the care of experienced advisors who provide completely independent and exclusively fee – only advice. Connectum is the only investment advisor in Norway that is certified by CEFEX and meets their requirements for global excellence in fiduciary duty. There is no better stamp of quality on professionalism, integrity and objective advice. It ensures we always put the customer’s interest first . We are perhaps the Nordic region’s most experienced advisors employing scientifically documented factor strategies. Together with strategic rebalancing, Connectum’s business model has proven its ability to deliver systematic market returns. Additionally, we have access to experts at the forefront of their fields, both in the Nordics and abroad, at the disposal of our clients.
Contact one of our specialists in Trusts & Foundations, Richard Stott (overseas), Nils–Odd Tønnevold (Norway) or Henrik Tell (Sweden)