Söderberg & Partners – transforming the financial industry
Söderberg & Partners are a Swedish group with a 20-year track record of delivering financial advice and investment solutions in the Nordic. We entered the UK market in 2024 where we invest and build businesses with the goal to transform and innovate the financial industry.
Main businesses
We invest in, and partner with, financial advisers to help them become more efficient and create real value for their clients. Through our partnership firms gets supported with technology, process and an innovative platform – so advisers can deliver outstanding service and consistently high-quality outcomes for their clients. Our main businesses consist of our IFA offering and our network offering. We also invest in supporting businesses to be able to deliver the entire value chain.
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* Figures from Söderberg & Partners’ 2024 annual report.
** Figures per category are rounded to the nearest SEK 10 billion.AuM (assets under management) includes AuM for the Danish company APC, which is an associated company and is therefore not fully consolidated in the parent company’s financial statements as at year-end 2024.
Supporting businesses
We offer an integrated value chain that enables a seamless end-to-end offering for financial advisers. This through a combination of wholly owned companies and strategic collaborations.
Söderberg & Partners Platform
With the combination of a long history in the Nordics with deep expertise in the UK platform market, Söderberg & Partners Platform aims to become the preferred platform partner for financial advisers in the UK. The foundation, together with innovative tools, creates a fully integrated, efficient, end-to-end advice journey—delivering a seamless experience for both advisers and their clients.
Söderberg & Partners Asset Management
Söderberg & Partners Asset Management is one of the leading asset managers in the Nordic, offering a discretionary fund management service with a wide range of cost-efficient and sustainable model portfolios. It has strong expertise in strategic asset allocation and risk control.
Our technology solution
This is not an investment or custody platform. It is an end-to-end advisory technology designed to support the entire advice journey – before, during, and after the client meeting. It connects people, processes, data, and intelligence into one coherent way of working.