At Handelsbanken Wealth & Asset Management, we offer evolving wealth advice and planning to suit your changing needs throughout your lifetime. We will help you to visualise your financial journey, plan for what you need, and understand what you can afford.
As your trusted wealth adviser, we aim to save you time by serving as a central hub for all of your financial advice needs. You can choose the level of advice that suits you.
We offer a range of services from investment and retirement planning to tax efficient savings, protection, and intergenerational wealth transfers. Our tailored investment solutions can help you to achieve your financial goals. Our in-house investment team manages a range of multi asset funds, with different risk and return outcomes, including those focused on sustainability and on income.
An integrated service
With a network of wealth advisers based across the country, we work closely with Handelsbanken branches, providing a safe pair of hands for those customers who rightly trust the Handelsbanken brand. Joint meetings can allow us to address your needs together, covering your banking, lending and investment requirements in one place.
The value of investments and any income from them can fall and you may get back less than you invested.