Forvaltningshuset

Forvaltningshuset is the Norwegian asset management entity within the Söderberg & Partners group. It serves as the internal portfolio construction and fund management arm, while Söderberg & Partners provides financial advisory and wealth management services to clients. The parent group was founded in Sweden and now operates across multiple Nordic and European markets.

Forvaltningshuset primarily constructs and manages portfolios for clients introduced through the Söderberg & Partners advisory network. Its products — typically multi-asset funds and discretionary mandates — are distributed to retail and mass-affluent individuals rather than actively marketed to external pension funds or institutional allocators. The closed distribution model means its AUM growth is tied directly to the advisory network’s client acquisition.

The firm runs a multi-asset framework spanning global equities, fixed income, and alternatives, implemented primarily via external fund selection and internal fund-of-funds. Tactical asset allocation decisions are set by the group’s investment committee and executed through Forvaltningshuset’s Norwegian vehicles. Portfolios are typically delivered as unit-linked insurance wrappers or discretionary management agreements.

Investment strategy and tactical allocation are directed by the Söderberg & Partners group investment committee, which Forvaltningshuset operationalizes. The firm has not publicly named individual portfolio managers or investment leads for its Norwegian entity, keeping operational roles opaque relative to the broader group’s advisory leadership.

There is no public evidence that Forvaltningshuset runs direct co-investment programs or private equity vehicles. Its alternative exposure is typically accessed through third-party funds within its fund-of-funds structures. The firm’s public-facing material focuses on multi-asset liquid portfolios rather than illiquid private market strategies.