Söderberg & Partners

Söderberg & Partners

Founded in Stockholm in 2004, Söderberg & Partners began as an independent advisor and broker of insurance and financial products. It merged with Norway’s Förvaltningshuset AS in 2019, expanding its footprint across the Nordic region. The firm operates without a disclosed single-family wealth origin, instead deriving scale from a broad retail and corporate client base that relies on its comparative research across insurers, banks and investment managers. The firm advises on and distributes pensions, life insurance, non-life insurance and investment products. Its Wealth Management AB unit delivers private-banking services and was named Sweden’s top-ranked provider in both Kantar Sifo Prospera’s and SKI’s 2024 surveys. The corporate insurance brokerage arm, Insurance Consulting AB, simultaneously led its category. This dual-channel franchise — high-net-worth individuals plus mid-market corporates — generates consistent fee-based flows without the episodic realization cycles common to a traditional family office. Söderberg & Partners operates from its Stockholm headquarters and at least one office in Norway following the Förvaltningshuset merger in 2019. Its professionals evaluate insurance companies, banks and investment banks to construct portfolios. The firm’s research-led sourcing model — benchmarking providers and negotiating institutional terms — is the mechanism that earned it 14 consecutive years of top satisfaction scores from Swedish corporate clients. That longevity with insured and advised assets provides insight into Nordic allocation trends, though the firm does not publicly disclose total AUM or headcount. What distinguishes the firm’s architecture is its dual identity: it is simultaneously a comparative-research house and an active distributor of insurance and wealth-management products. This blend aligns its research incentives directly with implementation revenues, a model uncommon among pure advisory or pure asset-management peers in Europe. The Förvaltningshuset merger deepened that model by adding Norwegian corporate clients and cross-border pension-scheme access in 2019.