Formue is a wealth management firm in Oslo, Norway, established in 2000 by Mr. Ole Jacob Sunde. Its services include strategic and dynamic asset allocation, manager selection, relationship management, portfolio reporting and management, personal service, tax advice, and specialized advice on art and philanthropy investments. Clients include individuals and families, foundations and organizations, family offices, entrepreneurs, and regulated clients such as pension funds, mutual funds, insurance companies, and municipalities. The firm has further offices in Stockholm, Gothenburg, London, and Malmö. The executive management team manages the firm's assets.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| RJ Family Office | Multi family office | Singapore | Real estate | $3.7T | 1 |
| Norges Bank Investment Management | Sovereign Wealth Fund | Oslo, Norway | Core | $1.8T | 1 |
| Morgan Stanley Investment Management | Fund of Funds | New York | Debt & credit · Core · Co-investment | $1.6T | 1 |
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| National Pension Service | Public Pension Fund | Jeonju-si, South Korea | Core · Co-investment | $800B | 1 |
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