Formue- & Investeringspleje A/S, Fondsmæglerselskab — Family offices — Roskilde, Denmark
At Formue- og Investeringspleje A/S, we advise companies and individuals on wealth and investment management. Our approach to your finances is holistic, and as a client you receive thorough, personal advice tailored to your situation, your needs, and the current market conditions. In close dialogue with you, our wealth advisors create an investment profile that matches your temperament and risk tolerance. Formue- og Investeringspleje A/S was founded in 2000 by Robert Thiesen and Johnny Madsen with the ambition to create long-term value through personal and independent advice. We are the strong, independent alternative to the large financial institutions, which can often be complex and difficult to navigate. Unlike many others in the industry, Formue- og Investeringspleje A/S is free from capital interests, commissions, and brokerage agreements. We earn money when our clients earn money. Today, our business continues to rest on the same core principles of independence, credibility, transparency, and personal advisory service. Our team consists of experienced analysts and advisors who closely monitor the financial markets and the economy. At Formue- og Investeringspleje A/S, we help our clients’ wealth grow in a secure and profitable way. Follow Formue- og Investeringspleje A/S on LinkedIn to receive the latest news, insights, and information to inspire you and answer your investment questions. Stay updated on our open positions if you are interested in joining our skilled investment and advisory team.
Family offices · Wealth Investors (LP)
Activities
- Multi family offices
Location
Roskilde, Denmark

Wealth Investors (LP)
Family offices
non certified account awaiting for administrator
PHONE
WEBSITE
ADDRESS
4000 Roskilde
Denmark
COMPANY
ACTIVITIES
Description
Solutions & philosophy
COMPANY INSIGHTS
RANKINGS
(LAST UPDATE DATE : 1/06/2026)
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B2B SCORING
Indicators: 24
Ranked companies: 6416
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EMPLOYER BRAND STRENGTH
Indicators: 11
Ranked companies: 9903
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NEXTGEN ATTRACTIVITY
Indicators: 11
Ranked companies: 2915
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COVERAGE
Affinity-based company mapping based on 40 product & service sensitivities across 6 categories.
Marché liquide
Among: Actifs numériques (accès coté) • Actions (marchés développés) • Actions (marchés émergents) • Actions thématiques • ETF & gestion indicielle • Monétaire & courte durée • Obligations HY • Obligations IG • Produits structurés • Rendement absolu & fonds alternatifs (hedge funds)
Marchés privés
Among: Buyout • Capital-développement • Capital-risque • Club deals • Co-investissements • Dette privée (private debt) • Plateforme PE/Fonds de fonds • Private markets à impact • Secondaires • Situations spéciales / actifs en difficulté (distressed)
Actifs réels
Among: Collections (art/vin/voitures) • Fonds immobiliers & REIT/SIIC (SCPI/OPCI) • Immobilier alternatif (étudiant/senior/santé) • Immobilier commercial • Infrastructures matures (brownfield) • Infrastructures numériques • Logistique & industriel • Résidentiel • Ressources naturelles (forêts/terres/métaux précieux) • Transition climatique / renouvelables
Solutions patrimoniales (structuration)
Among: Assurance-vie (France) • Assurance-vie luxembourgeoise • Contrat de capitalisation • Enveloppes retraite • Gouvernance familiale • Optimisation fiscale • Philanthropie • Planification retraite • Stratégie retraite • Structuration transfrontalière • Transmission / succession • Trusts & fondations
Digital & Tech
Among: Cloud & infrastructures • Cybersécurité & gestion des identités • Expérience digitale & transformation • IA & apprentissage automatique • Intégration & API • Plateforme data & analytics • Plateformes d’entreprise (CRM/CMS/marketing automation) • Plateformes wealthtech (PMS/OMS/EMS) • Regtech & conformité (KYC/AML) • Tokenisation / RWA
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