Total AUM+12.3%
€2.4B
Across 11 markets
Active Clients+8.1%
1,847
142 onboarded this quarter
Avg. Return+3.4%
14.2%
Benchmark: 9.8%
Risk Score-2.1%
Low
Portfolio stress test passed
Monthly Performance
1M
3M
12M
All
Allocation
€2.4BTotal
Equities 36%
Fixed Income 25%
Alternatives 28%
Cash 11%
Recent Transactions
View all →
| Client | Type | Market | Amount | Status | Date |
|---|---|---|---|---|---|
| Bergström Holdings | Buy | Nordic | +€2,450,000 | Completed | Mar 14, 2025 |
| Van der Berg Capital | Rebalance | Benelux | €890,000 | Completed | Mar 13, 2025 |
| Schäfer Vermögen | Withdrawal | DACH | -€1,200,000 | Processing | Mar 12, 2025 |
| Crown Pension Fund | Buy | UK | +€5,100,000 | Pending | Mar 11, 2025 |
| Nordic Legacy Trust | Transfer | Nordic | €3,750,000 | Completed | Mar 10, 2025 |