Investment management

Optimal focus on your assets.

Investment management at Handelsbanken: naturally via Optimix

For (former) entrepreneurs, business and private life are often strongly linked. Even after the active company has been sold, there are often still connections with the holding company, other entities or the commercial real estate. Only by considering the whole picture can you maintain a healthy financial situation in the long term.

With investment management at Handelsbanken you’ll have your assets managed by a team of specialists from our subsidiary Optimix. Our specialists are accustomed to looking at the overall perspective. You will have a personal account manager as your point of contact. Optimix has special investment solutions for (former) DGAs, and also for foundations and institutions.

If you let Optimix manage your assets, you will not have to worry about your investments, and you can concentrate on your company, or on the period after entrepreneurship. A comforting thought. You will always have access to your assets via MijnOptimix or the Optimix App. However, personal contact remains the basis of our services. We will be happy to provide you with personal explanations.

Find a branch

Optimix

Optimix is a 100%-owned subsidiary of Handelsbanken. For almost forty years it has been managing investment portfolios for private individuals, entrepreneurs, families and foundations.

If you’d like to know what Optimix can do for you, please contact your local Handelsbanken branch for more information.

What kind of investment management will suit you?

Mix of investment instruments

Do you have freely investable capital, but would rather not worry about it? With the Optimix Vermogensbeheer-rekening we will look after it for you. A team of experts keeps an eye on developments in the market. They ensure that your portfolio is well-diversified through a mix of investment instruments.

Wealth Management with sustainable impact

Do you want to achieve financial returns as well as sustainable impact with your investments? With Optimix Duurzaam Vermogensbeheer, you invest in companies, organisations and mutual funds that are working to improve society and the environment by focusing on ‘Sustainability & Innovation’ and ‘Clean Earth’.

Room for individual wishes

Do you have freely investable assets of at least € 1 million? Then your expectations of your wealth manager may be extra high. With Optimix Maatwerk Vermogensbeheer, your personal preferences are visible in the choices we make in composing your portfolio. Customisation gives your assets the attention they deserve.