Formue is a financial advisory firm that provides retirement planning, investment insurance, accounting, and pension consultancy services.

Accounting

Consulting

Venture Capital

Formue

Formue's headquarters in Stockholm, Sweden

Øystein Bø

Malin Zöger

The Wealth Management team at Formue is responsible for providing personalized financial advisory services to clients. This includes creating and managing tailored investment portfolios, offering retirement planning, and ensuring optimal financial growth and security. Their expertise helps clients achieve their long-term financial goals through strategic planning and informed decision-making.

Wealth Management

The Financial and Compliance Team at Formue ensures that all financial activities, retirement planning, investment strategies, and insurance advisory services adhere to regulatory standards and best practices. They manage risk assessments, oversee compliance policies, and provide expert advice on financial planning and asset management to ensure clients achieve their financial goals securely and efficiently.

Financial and Compliance Team

The Leadership Team at Formue is responsible for setting the strategic direction, overseeing the execution of business plans, and ensuring organizational alignment. Members include the CEO, Deputy CEO and Head of Wealth Management Sweden, CEO, and Chief Strategist, Formue Sverige, who collectively drive financial advisory excellence and sustainable growth.

Leadership Team

The Business Management team at Formue oversees strategic planning, financial performance, and operational efficiency. The Business Manager leads the team, ensuring alignment with company goals, while the Management Trainee supports various projects and learning opportunities. The Accountant handles financial records, budgeting, and compliance to inform decision-making and maintain financial health.

Business Management

The Marketing and Sales team at Formue drives client acquisition and brand awareness by developing marketing strategies, executing sales campaigns, and fostering client relationships. They focus on promoting Formue's financial advisory services, including retirement planning, investment insurance, accounting, and pension consultancy, to attract and retain clients.

Formue

Org chart

Teams

Wealth Management

Financial and Compliance Team

Leadership Team

Business Management

Marketing and Sales

Offices

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