JRS Asset Management AB

Overview

JRS Asset Management AB provides wealth management through a Family Office offering financial advice and wealth-management services. The firm works with private individuals, families and companies, tailoring its advice to each client’s needs and objectives.¹

History

JRS Asset Management AB was founded in 2007 and is owned by Söderberg & Partners.¹

Leadership

Ola Josefsson is Chief Executive Officer. His finance and private banking background includes roles at Trevise, Carnegie and IAM.²

Mathias Östman is Chairman of the Board. He joined the board in 2014 and became chairman in July 2021.²

Jan Arpi is a board member with experience in finance and technology, including leadership roles at SAP Svenska, Cinnober Financial Technology, Swedbank, Marginalen Bank and Söderberg & Partners Securities.²

Services

JRS offers financial advice and wealth management through its Family Office. Its support can include personal financial advice and coordination with specialists in legal and tax matters.³

The firm says it does not manage proprietary products. Instead, it selects financial instruments from the broader market for clients.¹

What the firm offers

• Investment management
• Tax planning

Client Focus

JRS serves private individuals, families and companies seeking advice tailored to their circumstances and objectives.¹

Approach

JRS states that its client-service approach emphasizes simplicity, personal access to advisers and transparency.³

The firm is affiliated with SwedSec and InsureSec, and says its portfolio managers hold current licenses for the Swedish securities market.¹

Regulatory Review

Finansinspektionen’s 2024 report on sustainable advice lists JRS Asset Management AB among the Swedish investment firms included in its review.⁴

FAQs

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Sources

1. JRS Asset Management AB, Om oss
2. JRS Asset Management AB, Styrelse
3. JRS Asset Management AB, Family Office
4. Finansinspektionen, Sustainable advice report

Claim or correct this profile

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.