Dansk Formue & Investeringspleje

Partner and Investment Chief Johnny Madsen oversees investment decisions, with co-founder Robert Thiesen and Partner/CCO Lars Bligaard in senior operating roles. The board is chaired by Poul Erbo Mortensen, with Søren Noringriis as Vice Chairman. The firm functions with a partner-led investment committee structure typical of Nordic multi-family offices.

The firm markets itself as 'uvildig' — independent — and operates under a Danish fondsmæglerselskab license that imposes fiduciary and conduct obligations. Söderberg & Partners Holding AB owns a majority stake, but the founders and partners retain significant minority interests through personal holding companies. The structure gives the firm access to Söderberg's institutional resources while maintaining local investment discretion, though a conflict-conscious allocator would probe how manager selection interacts with Söderberg's broader platform economics.

As a fondsmæglerselskab, Dansk Formue & Investeringspleje is authorized to provide both discretionary portfolio management and non-discretionary advisory services. The firm publishes quarterly client reports suggesting active portfolio oversight. The exact split between discretionary and advisory mandates is undisclosed.

The firm builds multi-asset portfolios spanning public equities, fixed income, and alternative investments, with an explicit ESG integration overlay. Its regulatory license permits direct securities trading and manager selection. The firm emphasizes long-horizon capital preservation and intergenerational transfer — including business-succession and estate-planning support — rather than short-term tactical trading.

Dansk Formue & Investeringspleje operates from Roskilde and Aarhus, serving Danish-domiciled families and entrepreneurs. There is no evidence of offices or regulatory registrations outside Denmark. Its investment universe is international, but the client base appears exclusively domestic.

The Danish fondsmæglerselskab license houses both activities within a single regulated entity rather than splitting them. This is structurally distinct from a pure RIA model and means the firm carries capital requirements and transaction-reporting obligations that a pure adviser would not. For clients, it collapses advice and execution into one relationship — a streamlining that also concentrates fee and conflict considerations.

The firm supports Psykiatrifonden, the Danish mental-health foundation, and Roskilde Bordtennis, a local table-tennis club. These involvements are modest and community-anchored, consistent with the pattern of regional Danish family offices rather than a structured philanthropic foundation.