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FAMILY OFFICES

Portfolio management, custody, and reporting

One-stop shop for investment management from a licensed Danish bank

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EUR 105 billion+

assets under management

200 million+

OpenAPI request/day

285+

Financial intermediaries

What we offer

  • Multi-asset execution and custody in one account

    Implement your strategy across multiple assets within a single account for greater flexibility and efficiency. 

  • Security of funds

    Rely on the trust and security of a SIFI-designated, licensed Danish bank with an S&P A- rating.

  • Reduced administrative burdens

    Get customised, out-of-the-box reporting for consolidated regulatory and tax obligations across multiple jurisdictions and asset classes.

  • Hybrid tech/human touch model

    Benefit from a bespoke model: place trades directly on our platforms or with your dedicated sales trading team for large trades.

  • Portfolio lending

    Use stocks and bonds as collateral for your trading and investments to hedge or increase your exposure. 

  • Compliant investment platform to monitor employee PAD

    Manage the risk of your employees’ trading by controlling which broker they invest with.

Connect with local sales teams

    More about what we offer

    Whether you’re a single- or multi-family office, you can find solutions to meet your needs below or reach out to us directly for additional details. 

    Get professional-grade trading with SaxoTraderPRO: a fully customisable platform with advanced features, innovative risk-management tools, and block trading on multiple managed accounts.

    Access your account anywhere, anytime with SaxoTraderGO via browser or app. Execute orders and manage risk in real time with a multi-device single trading environment.

    Alleviate administrative burdens with one integrated system for a comprehensive overview of your account.

    Download current and historical reports of your net holdings, including total value and percentage exposures of each holding. 

    Receive back-office logins and EOD files for your administrators.

    Access 71,000+ instruments across global markets in a single prime broker relationship with competitive pricing.

    Let us handle daily back-office processing and regulatory compliance across multiple jurisdictions, including integrated custody, clearing, and post-trade services.

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    Expert-support
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    Expert support 24/6 from a dedicated team

    Find the right solution for your business with more than 100 institutional specialists operating from offices in key financial centers, including Denmark, London, Singapore, Shanghai, Hong Kong, Switzerland, and Dubai.
    Senior sales traders

    24-hour institutional-grade trading support and execution coverage

    Expert market analysts

    Daily research, strategic commentary, and client events

    Relationship managers

    Personal point of contact for strategic partnership building

    Contact a local representative
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    Compliant investment platform to monitor employee personal account dealing (PAD)   

    Preferred broker partnership
    Rely on us for compliance with employee personal account dealing, including transactional reporting and bespoke integration with internal systems for monitoring. 

    Multi-asset execution, clearing, and custody
    Your employees can trade equities, ETFs, bonds, mutual funds, and managed portfolios within the same account. Plus, they can trade currencies from separate sub-accounts added to their main Saxo account.  

    Manage reputational risk 
    Avoid the front page and effectively monitor staff personal account dealing (PAD). 

    Control the counterparty
    Manage the risk of your employees’ trading by controlling which broker they invest with.

    See preferred broker solutions
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    Benefit from the trust and security of a regulated and licensed Danish bank with a global footprint, authorised in multiple jurisdictions

    Read about us

    What is a single and multi-family office?

    A family office is a private wealth management company/organisation that serves the financial and investment needs of one family or multiple families. This company usually manages the family's wealth, including investments, estate planning, tax management, philanthropy, and other financial services. Family offices provide comprehensive and personalised services tailored to the specific requirements of each family such as investment management, financial planning, risk management, wealth transfer and succession planning, charitable giving strategies, and family governance.

    Family offices can be structured as single-family offices (SFOs) or multi-family offices (MFOs).

    Single-family Office (SFO): This type of family office is dedicated to managing the financial affairs of a single family's wealth. It is typically established when the family's wealth reaches a substantial level, and they desire a dedicated team to oversee their investments, estate planning, and other financial matters.

    Multi-family Office (MFO): A multi-family office serves the financial needs of multiple wealthy families. It allows families with smaller asset bases to pool their resources and benefit from shared services, cost efficiencies, and access to professional expertise. MFOs provide services to a select group of families, often with similar values and objectives.

    With Saxo, family offices can reduce operating spend, access efficient portfolio management and take advantage of digitised investment services and software.
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