Dansk Formue & Investeringspleje

Dansk Formue & Investeringspleje

Robert Thiesen and Johnny Madsen established the firm in 2000, and it has since grown into one of Denmark's larger independent wealth advisers. Ownership is split between the Swedish consolidator Söderberg & Partners, which holds a majority stake, and the founders' and partners' holding companies — Thiesen TCB ApS, Stetteager Gaard ApS, and Bligaard ApS — each retaining minority positions. The firm operates from Roskilde and a secondary office in Aarhus. Dansk Formue & Investeringspleje structures itself as a fondsmæglerselskab, a Danish investment firm license that permits direct securities trading, portfolio management, and advisory services while carrying stricter capital and conduct requirements than a typical advisory shop. The firm describes its posture as 'uvildig' — independent — signaling fee transparency as a core proposition. Its advice spans asset allocation, manager selection, and direct co-investments, with an explicit emphasis on ESG integration. The firm publishes quarterly reports for clients, reinforcing a cadence of transparency uncommon among local competitors. The team includes Partner and Investment Chief Johnny Madsen, co-founder Robert Thiesen, and Partner/CCO Lars Bligaard. Chairman Poul Erbo Mortensen and Vice Chairman Søren Noringriis provide board-level governance. Söderberg & Partners' ownership, acquired via a 50–66.65% stake in the operating entity Formue- & Investeringspleje A/S, links the boutique to a Nordic wealth-management group with considerably broader distribution and manager access. The firm supports philanthropic structures including Psykiatrifonden and Roskilde Bordtennis. Where most Danish multi-family offices are structured as pure advisers, the fondsmæglerselskab license gives Dansk Formue & Investeringspleje transaction-execution capability analogous to a broker-dealer — a structural wrinkle that consolidates advice and execution under one regulatory umbrella. This hybrid posture means clients interface with a single entity rather than splitting portfolio design and trade implementation across providers.