We have decades of experience working with business owners including helping them to manage surplus corporate funds or to prepare for the sale of a business. The organisations vary in size from small local businesses to large multinationals, and across a range of sectors. We understand that whatever the size of operation, all have been built with hard work and dedication. This gives us a deep respect of the trust placed in us by our customers.
We can help you to plan efficiently for your future and that of your business. You will work with a dedicated wealth adviser who will take time to understand your business's circumstances and requirements. By developing this understanding, we are able to help you to invest longer-term surplus funds that are not required for working capital or asset purchases. Your wealth adviser will work closely with your corporate manager to ensure all aspects of your finances are managed holistically, and your invested assets will be reviewed and evaluated on a regular basis.
In addition, we can work alongside your company accountant and other professional advisers to ensure the best balance is achieved in regards to your company’s trading status and cash flow needs.
The value of investments and any income from them can fall and you may get back less than you invested.
Browse the Handelsbanken Wealth & Asset Management website to find out more about our services.
Please speak to your account manager at your local branch about Handelsbanken Wealth & Asset Management.