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FAMILY OFFICES

Portfolio management, custody, and reporting

One-stop shop for investment management from a licensed Danish bank

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EUR 115 billion+

Assets under management

200 million+

OpenAPI request/day

285+

Financial intermediaries

What we offer

  • Multi-asset execution and custody in one account

    Implement your strategy across multiple assets within a single account for greater flexibility and efficiency. 

  • Security of funds

    Rely on the trust and security of a SIFI-designated, licensed Danish bank with an S&P A- rating.

  • Reduced administrative burdens

    Get customised, out-of-the-box reporting for consolidated regulatory and tax obligations across multiple jurisdictions and asset classes.

  • Hybrid tech/human touch model

    Benefit from a bespoke model: place trades directly on our platforms or with your dedicated sales trading team for large trades.

  • Portfolio lending

    Use stocks and bonds as collateral for your trading and investments to hedge or increase your exposure. 

  • Compliant investment platform to monitor employee PAD

    Manage the risk of your employees’ trading by controlling which broker they invest with.

Connect with local sales teams

            More about what we offer

            Whether you’re a single- or multi-family office, you can find solutions to meet your needs below or reach out to us directly for additional details. 

            Get professional-grade trading with SaxoTrader for desktop: a fully customisable platform with advanced features, innovative risk-management tools, and block trading on multiple managed accounts.

            Access your account anywhere, anytime with SaxoTrader via browser or app. Execute orders and manage risk in real time with a multi-device single trading environment.

            Alleviate administrative burdens with one integrated system for a comprehensive overview of your account.

            Download current and historical reports of your net holdings, including total value and percentage exposures of each holding. 

            Receive back-office logins and EOD files for your administrators.

            Access 71,000+ instruments across global markets in a single prime broker relationship with competitive pricing.

            Let us handle daily back-office processing and regulatory compliance across multiple jurisdictions, including integrated custody, clearing, and post-trade services.

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            Create your own hierarchy of accounts to manage different strategies within a single account and flexible fee structure. 

            Get a principal account (your omnibus account) with multiple sub-accounts aggregated underneath. Use this structure to facilitate trading, funding, interest, commissions, and risk management across multiple underlying family entities.

            Use structures and sub-structures to group your clients and split up your account depending on your business and the family portfolios you manage. 

            Associate advisory, discretionary, or model-managed strategies with each applicable family. 

            Control employee access when you have different portfolio managers or advisors across multiple families.

            Effectively manage access with trading and view-only roles, including PII data control.

            Consolidate your portfolio management: handle multiple families in one place.

            Access consolidated reports and end-customer statements with integrated reporting services.

            View your trading account details—including overall value, P/L breakdown, and consolidated fees schedule—in the platform or as a PDF export.

            Benefit from our automated allocation service, enabling one-click block trading on behalf of multiple families with trades and orders instantly reflected on client accounts.

            Get real-time margin pre-checks and save multiple allocation keys to support several trading strategies.

            Easily set up and manage investment models in Saxo's model manager.

            Use the models for both discretionary and advised families, and choose between scheduled and ad-hoc rebalancing.

            Multi-family offices
            Expert-support
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            Expert support 24/6 from a dedicated team

            Find the right solution for your business with more than 100 institutional specialists operating from offices in key financial centers, including Copenhagen, London, Amsterdam, Singapore, Zurich, and Dubai.
            icon Senior sales traders
            Senior sales traders

            24-hour institutional-grade trading support and execution coverage

            icon Expert market analysts
            Expert market analysts

            Daily research, strategic commentary, and client events

            icon Relationship managers
            Relationship managers

            Personal point of contact for strategic partnership building

            Contact a local representative

            Compliant-investment-platform-D
            Compliant-investment-platform-M

            Compliant investment platform to monitor employee personal account dealing (PAD)   

            Preferred broker partnership
            Rely on us for compliance with employee personal account dealing, including transactional reporting and bespoke integration with internal systems for monitoring. 

            Multi-asset execution, clearing, and custody
            Your employees can trade equities, ETFs, bonds, mutual funds, and managed portfolios within the same account. Plus, they can trade currencies from separate sub-accounts added to their main Saxo account.  

            Manage reputational risk 
            Avoid the front page and effectively monitor staff personal account dealing (PAD). 

            Control the counterparty
            Manage the risk of your employees’ trading by controlling which broker they invest with.

            See preferred broker solutions

            Regualted-danish-bank-D
            Regualted-danish-bank-M

            Benefit from the trust and security of a regulated and licensed Danish bank with a global footprint, authorised in multiple jurisdictions

            Read about us

            What is a single and multi-family office?

            A family office is a private wealth management company/organisation that serves the financial and investment needs of one family or multiple families. This company usually manages the family's wealth, including investments, estate planning, tax management, philanthropy, and other financial services. Family offices provide comprehensive and personalised services tailored to the specific requirements of each family such as investment management, financial planning, risk management, wealth transfer and succession planning, charitable giving strategies, and family governance.

            Family offices can be structured as single-family offices (SFOs) or multi-family offices (MFOs).

            Single-family Office (SFO): This type of family office is dedicated to managing the financial affairs of a single family's wealth. It is typically established when the family's wealth reaches a substantial level, and they desire a dedicated team to oversee their investments, estate planning, and other financial matters.

            Multi-family Office (MFO): A multi-family office serves the financial needs of multiple wealthy families. It allows families with smaller asset bases to pool their resources and benefit from shared services, cost efficiencies, and access to professional expertise. MFOs provide services to a select group of families, often with similar values and objectives.

            With Saxo, family offices can reduce operating spend, access efficient portfolio management and take advantage of digitised investment services and software.
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