Our business divisions

Carnegie’s business model is based on the capacity to translate
our expertise into relevant advisory and asset management to
generate value for our clients. We also aim to guide our clients
towards decisions that are sustainable for companies and society.
We bring people, companies, ideas and capital together through
value-add advisory and asset management.

Investment Banking

Carnegie Investment Banking offers professional advisory in
mergers and acquisitions (M&A) and equity capital market (ECM)
transactions. The Debt Capital Markets (DCM) unit also provides
advisory related to capital acquisition via corporate bonds and
fxed income instruments. With unique understanding of sectors
and capital markets in the Nordic region, Carnegie is a leading
Nordic adviser in corporate fnance. Operations in Sweden,
Norway, Denmark, Finland, the UK and the US.

Investment Banking>

Securities

Carnegie Securities offers institutional clients services within
research, brokerage and sales trading and equity capital market
transactions (ECM). In addition, the Fixed Income unit offers bond
research and sales. Carnegie’s top-ranked research, brokerage and
equity sales enjoy a globally leading position in Nordic equities.
Operations in Sweden, Norway, Denmark, Finland, the UK
and the US.

Securities

Private Banking

Carnegie Private Banking provides comprehensive fnancial
advisory to high net worth individuals, small businesses, institutions
and foundations. The staff includes experts in areas including asset
allocation, asset management, law, tax management, pensions
and trading in securities and fxed-income bonds. Operations
in Sweden and Denmark.

Private Banking Sweden>

Wealth Managment Denmark>

Asset Managment

Carnegie Asset Management offers long-term, sustainable
and active capital management based on fundamental research
through its two fund companies, Carnegie Fonder and Holberg.
Carnegie Fonder operates in Sweden and Holberg in Norway.
They are independent fund companies that offer a complete range
of services from tailored total solutions to individual fund products
in traditional and alternative asset classes. Asset Management
addresses institutions, resellers and retail clients.

Carnegie Fonder>

Holberg>

Business principals

Client focus
• We do our utmost to ensure products and services of the highest quality.
• Every meeting with Carnegie shall provide new knowledge to our clients.
• We guide our clients towards sustainable investments.

Commitment
• Earning our stakeholders’ trust is a joint effort.
• Our professionalism goes all the way down to the last detail.
• We nurture a culture of high integrity, moral principles, diversity and respect.

Competence
• We employ, develop and retain the best employees.
• We think outside the box to find the best solutions for our clients.
• We work together and utilise all resources of the firm to find the best solutions