Fondsmaeglerselskabet Maj Invest A/S

RIASEC RegisteredEst. 2017
Total AUM
$11.1B
Discretionary
$9B
81% of AUM
Avg account
$132M
Accounts
84
Employees
67
Advisory reps
12

Firm details

Headquarters
Copenhagen K,
CRD number
288223
Registered since
June 23, 2017
Custodians
DANSKE BANK A/S, CIBC WORLD MARKETS CORP.
Fee structure
Percentage of AUM, Fixed Fees, Commissions, Performance Based Fees
Client types
  • Pooled Investment Vehicles85.01%
  • Pension & Profit Sharing Plans6.74%
  • Corporations / Businesses4.77%
  • Other Investment Advisers1.12%
  • Individuals0.73%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Fondsmaeglerselskabet Maj Invest A/S operates as a hybrid broker-dealer and investment adviser focused on managing capital for both high-net-worth individuals and institutional clients. The firm runs a mix of discretionary and non-discretionary portfolio programs and also sponsors and manages pooled vehicles. Its advisory activities include portfolio management for individuals and small businesses, pooled investment vehicles, and institutional/business clients. The firm reports an active ESG approach, which is integrated into its selection and monitoring processes. Fee arrangements span percentage-of-AUM billing, fixed fees, commissions and performance-based fees, indicating flexibility across bespoke wealth mandates and institutional mandates. As a foreign entity that registered with the SEC in 2017, the firm’s structure supports cross-border custodial relationships and multi-jurisdictional client work while maintaining a concentrated client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 55%, Private Funds 22%, Other 21%, Sovereign Bonds 1%, Investment Grade Corp Bonds 1%55%
  • Exchange Traded Equities55%
  • Private Funds22%
  • Other21%
  • Sovereign Bonds1%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • Jeppe Christiansen

    Jeppe Christiansen

    CEOCRD 6788108

Contacts

3 of 11
  • Kirsten Slot

    Kirsten Slot

    Member of the BoardCRD 7356084

  • Henrik Parkhoei

    ChairmanCRD 7890752

  • Gitte Bech

    Board MemberCRD 7891188

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Copenhagen K, null

Location

Copenhagen K, null

Headquartered in Copenhagen K, null.

Address
18 Gammeltorv
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth