FAMILY OFFICES

Portfolio management, custody, and reporting

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

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EUR 95 billion+

assets under management

200 million+

OpenAPI request/day

400+

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 BBB 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.
On-the-go portfolio management
Access your account via our app and use the downloadable sophisticated platform with advanced trading features at the office.
Portfolio lending
Use stocks and bonds as collateral for your trading and investments to hedge or increase your exposure.

Get in touch with one of our experts

Contact us

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 SaxoTraderPRO: a fully customisable platform with advanced features, innovative risk-management tools, and block trading on multiple managed accounts.

Access your account anywhere, anytime with SaxoTraderGO 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.

Singapore-based multi-family offices: see our solutions for IAMs, EAMs, and IFAs instead

View IAM, EAM, & IFA solutions

Expert support 24/5 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 Denmark, London, Singapore, Shanghai, Hong Kong, Switzerland, and Dubai.