EN 
SE Advisor
You are looking for fund solutions that add something new – not duplicate what customers already have. Finserve offers funds with a clear focus, sustainable strategies and a long-term value focus. It is suitable for those who want to offer portfolios with differentiated and robust returns.
Create strong fund portfolios
With Finserve you get access to a carefully selected range of funds that complement traditional investments. Our funds are designed to complement what you already offer – with clear strategies for both stable returns, growth and sustainable choices.
Help your clients make informed investment decisions with unique funds that create real added value.
Specialized support for advisors
As a partner, you get access to high-quality funds – along with relevant material, ongoing updates and direct contact with our specialists. We make sure you have what you need to create security for your customers.
Wide range of funds
We offer funds in equities, credits, hedge and mixed strategies – tailored to suit different customer needs.
- Finserve Global Security Fund – Investment in the global security industry with low stock market correlation.
- Finserve Micro Cap Fund – Invests in small, fast-growing companies.
- Finserve Nordic Factoring Fund – Credit fund with stable returns and low market correlation.
- Finserve Chelverton Global Tech Fund – Global fund with a focus on technology and innovation.
- ORCA Hedge Fund – Hedge fund with market-neutral strategy.
Personal service
As an advisor, you have direct contact with our specialists who support you with information, materials and fast support.
Ongoing updates
All of our funds offer ongoing monthly reports and updates to help you keep your clients informed.
ESG as standard
We integrate sustainability factors into our investments and offer ESG information linked to fund selection.
Get in touch with us
Would you like to know more about our funds or receive support in your advisory work?
Contact us directly – we look forward to hearing from you.
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Anneli von Cotzhausen Modin
Marketing and Communications Manager
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Joakim Stenberg
Head of Sales
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Niclas Gutenbrink
Head of Sales Iberia
Office: Calle de Velázquez 34, Planta 7
28001 Madrid
