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Familia Asset Management Oy
Multifamily office listing in Helsinki, Finland.
- Founded 2020
- Headquarters
- Helsinki, Finland
- Founded
- 2020
Familiam Asset Management Oy is an independent Finnish multi family office for wealthy individuals, families and entrepreneurs.1
Overview
Familiam operates under a licence granted by and supervision of the Finnish Financial Supervisory Authority.1 Its customer information document states that the company holds an Investment Services Act licence for investment and ancillary services.2 The firm lists offices in Helsinki and Turku.3
History
Familiam was founded in 2020.1 The firm says its Family Office service originated from the partners’ need to invest their own funds independently.1 Familiam also announced that it began operations on 1 August 2021.4
Employees and private individuals are described as co founders and shareholders.1 The firm states that all founders and shareholders have invested their own funds in the company’s products.1
Timeline
- 2020Familiam was founded in 2020.
- 2021Familiam also announced that it began operations on 1 August 2021.
Leadership
Martin Sundman is CEO.5 His biography states that he worked as an auditor, an equity analyst at FIM Bank and a portfolio manager for the Hartwall family.5 His listed prior employers include Kusinkapital, FIM Group, Ålandsbanken, Sofia Bank, Kaupthing Bank, Aventum Partners and PricewaterhouseCoopers.5
Sami Vartiainen’s biography describes experience as a portfolio manager, development director, managing director of a fund company, managing director of an asset management company, country manager and COO in a Nordic organisation.6 His listed prior employers include Alfred Berg, Seligson & Co and SEB.6
Omar Bisi’s biography states that he has worked in wealth management in Finland and Luxembourg and particularly likes working with entrepreneurs.7 His listed prior employers include UBS Luxembourg, Nordea Luxembourg, Danske Bank Luxembourg, FIM Securities, Danske Bank, Handelsbanken Capital Markets and Evli Bank.7
Services
Familiam identifies investment advice and asset management as investment services.2 Its general terms describe discretionary full power asset management and consultative asset management.8 In discretionary management, Familiam states that it independently invests customer assets in financial instruments under the agreement.8 In consultative management, it advises customers on investing their assets in financial instruments.8
The firm says it tailors each customer’s services to that customer’s needs and goals.1 It says it negotiates selected solutions at better prices for customers and uses its own and partners’ expertise.1 Familiam also cooperates with trusted partners according to customer needs.1
What the firm offers
- Investment management
Client focus
Familiam offers Family Office services to wealthy individuals, families and entrepreneurs.1 The firm describes its organisation as flat, with staff working closely together and portfolio management close to customers.1
Investment philosophy and approach
The firm says its earnings are based on customer success rather than selling proprietary products.1 Familiam says social responsibility is a value alongside reliability, openness, honesty and transparency.1 It states that it invests responsibly and actively seeks enterprises aligned with its values.1
FAQs
What type of firm is Familiam?
Familiam describes itself as an independent multi family office serving wealthy individuals and families.1
What investment services does it provide?
Its documented services include investment advice, discretionary asset management and consultative asset management.28
Who can use its Family Office services?
The firm names wealthy individuals, families and entrepreneurs as its Family Office customers.1
Related resources
- LocationMultifamily offices in Helsinki
This Helsinki directory helps readers compare local multifamily offices that serve wealthy individuals, families and entrepreneurs. It provides regional context when assessing whether an independent Finnish firm offering investment management fits your location, client profile and expectations for ongoing financial oversight.
- GuideMultifamily office services
This overview explains the range of services a multifamily office may provide alongside investment management. Reviewing the service categories can help a wealthy family or business owner prepare questions about portfolio oversight, reporting, coordination and the scope of support available from a Finnish provider.
- Network siteFamilyOffices.com
FamilyOffices.com offers resources and community perspectives for single family offices and wealthy families. Its material can help readers understand common governance, investment and family administration topics before speaking with an independent multifamily office serving Finnish families, entrepreneurs or business owners.
- GuideMultifamily office fees
This fee guide outlines cost questions to raise when comparing multifamily office providers. A prospective client can use it to ask how investment management charges are calculated, what services are included and which additional expenses may apply to an independent firm in Finland.
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Forea Capital OyProfiles of Aval, TJI Management and Forea Capital Oy provide nearby points of comparison on this site. Looking across these firms may help readers compare stated services, client focus and geographic context when considering investment management support from a Finnish multifamily office.
Sources
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This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.
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