Wealth Advisory

You can become a private banking client by contacting one of the advisers below, who can help you further.

We charge an annual management fee based on the value of your invested capital. The exact fee depends on your selected portfolio and investment amount. Transaction costs may also apply. Mangold does not charge custody fees, and there are no hidden charges.

We return all fund rebates received from third-party fund providers directly to our clients. By doing so, we ensure complete transparency and eliminate potential conflicts of interest in our investment advice.

Mangold Private Banking is available to clients with a minimum investable capital of SEK 1 million.

1. Independent Advice: Unlike many larger banks, Mangold is not tied to proprietary investment products. Our independence allows us to select from a broader universe of investments, ensuring every recommendation is based solely on your objectives and best interests.
2. Accessible Private Banking: While many private banks require substantial minimum investments, Mangold offers private banking and discretionary asset management from SEK 1 million. This allows clients to experience our services and build confidence in our approach before committing a larger share of their wealth.
3. Access to Institutional Investment Opportunities: We provide access to investment opportunities typically reserved for institutional investors, including directly held corporate bonds within our fixed income portfolios. These investments often offer advantages over traditional fixed income funds and generally require significantly larger portfolios—often SEK 25–30 million—at many major banks to achieve comparable diversification.
4. Direct Ownership and Full Transparency: Unlike traditional fund-based solutions, your investments are held directly in your own account. This gives you complete transparency over your holdings, transactions, and fees while avoiding some of the structural limitations and collective risks associated with mutual funds.
5. Dedicated Personal Advice: As a Mangold client, you have direct access to your dedicated adviser throughout the year. Whether you want to review your portfolio, discuss market developments, evaluate new investment opportunities, or adjust your strategy, experienced advice is always just a phone call away.

Yes. Mangold does not impose lock-in periods or minimum investment terms, allowing you to withdraw capital or adjust your portfolio whenever needed.

The time required to liquidate investments or reallocate assets depends on the composition of your portfolio and the liquidity of the underlying holdings. Your dedicated Private Banker can provide further information based on your specific portfolio.

You can track the performance of your portfolio at any time through Mangold Online, our secure web and mobile platform. For more detailed insights or to discuss your investment strategy, your dedicated Private Banker is always available to provide personal guidance.

We follow the markets on an ongoing basis, and can act swiftly when we see there’s a need to make changes in the portfolios.

We offer asset management through investment accounts, Investment Savings Accounts (ISK), Swedish Capital Insurance (Kapitalförsäkring), and occupational pension plans.