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Saxo Wealth Management on TradingFloor.com

Who we are
Saxo Wealth Management is the asset management arm of the Saxo family, offering wealth management in liquid asset classes to high-net-worth individuals and institutional investors. Our products include asset allocation and risk management of balanced mandates, active absolute return-driven portfolio management in global fixed income, corporate bond and equity investments. Our team of seven portfolio managers has broad experience in the financial markets. We have beaten the market on most occasions via a rigorous and research-driven fundamental approach since our inception five years ago.

Today we launch a new initiative here on TradingFloor to share our insights into the global markets.

As we have a longer time horizon than many of the other authors on the site, we hope to be able to contribute with angles and investment ideas from a new perspective. Below is a short description of who we are and what we do, as well as the asset classes we cover:

What we do
Our mission is to create attractive returns, both on single assets classes as well as on balanced mandates. Our strategy is highly selective and not a benchmark-related picking of securities that is not overly diversified.

We do not focus on the generation of short-term returns. We invest with a one to two-year time horizon to justify attractive and above normal returns by making non-consensus calls in our portfolios to maintain and accumulate wealth for our clients. In the process, we do not  get stressed by short-term fluctuations in our portfolios.

Equities
Our equity approach is not limited by benchmarks or sector weight. We invest in all areas of the global stock market where we believe the risk/return relationship is skewed as well as in areas where the market undervalues a structural change on either a company or sectoral level.

Corporate bonds
We mainly invest in higher grade high-yield bonds or low grade investment grade bonds as we believe this to be an area of the market where low interest rate sensitivity and relatively high yields make an attractive combination. We dedicate a lot of time to making sure the securities in our portfolios are not subject to unexpected downsides in the form of default or call risk. Our approach has proven its worth as a great way to achieve attractive yields.

Fixed income
Our team in charge of fixed income has many years of experience in the market and we leverage this every day in order to get the best possible return for our clients. We have a niche product within the Danish mortgage market that offers an attractive yield pickup. We utilise the distortion that sometimes occurs in the market to generate excess returns when possible. 

Disclaimer

The Saxo Bank Group provides an execution-only service and all information provided on Tradingfloor.com is solely for general information. When trading through Tradingfloor.com your contracting Saxo Bank Group entity will be the counterparty to any trading entered into by you. Tradingfloor.com does not contain (and should not be construed as containing) financial, investment, tax or trading advice or advice of any sort offered, recommended or endorsed by Saxo Bank Group and should not be construed as a record of our trading prices, or as an offer, incentive or solicitation for the subscription, sale or purchase in any financial instrument. Saxo Bank Group will not be liable for any losses that you may sustain as a result of any investment decision made in reliance on information which is available as part of the Tradingfloor.com or as a result of the use of the Tradingfloor.com. Any information which could be construed as investment research has not been prepared in accordance with legal requirements designed to promote the independence of investment research and as such should be considered as a marketing communication. Furthermore it is not subject to any prohibition on dealing ahead of the dissemination of investment research. Please read our disclaimers:
- Notification on Non-Independent Investment Research
- Full disclaimer

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