Finance

Wealth planning and management in Norway — investments, advice and finance for private clients and companies

Wealth Planning & Management in the Kingdom of Norway: invest wisely with our experts.

Is your financial situation as good as you would like it to be? Thanks to our wide network of experts with specialist knowledge, you can easily plan your financial future. By carrying out an in-depth client analysis — understanding your family situation, goals and attitude to risk — we can provide a personalised service suited to your financial status and ambitions.

Wealth Planning & Management can often seem like a difficult task. With so much information available, it is not always easy to know where to start or who to talk to. We are here to help. You can choose a simple, ready-made investment or build your own portfolio. Our ready-made investments are managed by licensed advisory and investment firms, working only with certified advisers (risk levels: low, medium or high). The services are intended for clients with at least NOK 1 million in savings, investments or a similar annual income.

What we offer

For private clients

Financial Advisor — Finansiell rådgiver

Credit Card Checker — Kredittkort

For companies

Investment Advisory — Investeringsrådgivning

Business Data Analytics — Forretningsanalyse

Business Consulting — Strategisk rådgivning

Business Loan — Bedriftslån

Good to know

Ready-made investment or your own portfolio. With a ready-made solution you choose the risk level and the managers decide the composition of the portfolio. Your own portfolio gives you more control but requires more time and knowledge. A good adviser helps you match the solution to your investment horizon and tolerance for fluctuations in value.

Share savings account — Aksjesparekonto (ASK). In Norway you can hold shares and equity funds in a special account where changes to your portfolio do not trigger tax along the way — you pay tax only when you withdraw a gain.

Retirement savings — IPS. Individual pension savings (individuell pensjonssparing) give you a tax deduction in exchange for locking the money in until retirement age.

Licences and supervision. Investment advice and portfolio management are licensed activities in Norway, supervised by Finanstilsynet. Before you make a decision, you will always be told who provides the service and on what basis.

Risk. Investments involve risk — their value may fall and you may not get back the full amount invested. Past performance is no guarantee of future returns.

Book a conversation with a financial adviser →

Why LOCALMARKET.no?

We connect you with experienced financial experts and explain how Norwegian investment and savings products work — in plain English. Before you decide, you understand the costs, the risk and the tax.

• Personal approach. A solution matched to your situation, goals and attitude to risk.
• Transparent costs. We compare management, distribution and transaction fees.
• Private and business. From personal savings to investment advice and financing for companies.
• Multilingual support. In English, Norwegian, Polish, Spanish, French or German.

How it works

1. Conversation. We learn about your financial situation, goals and time horizon.
2. Analysis. We establish your risk profile and needs.
3. Proposal. You receive a ready-made solution or a tailored portfolio, with costs and risk explained.
4. Implementation and review. You choose a solution, and the portfolio is reviewed regularly.

Frequently asked questions

What is the minimum amount?
Wealth planning and management is intended for clients with at least NOK 1 million in savings, investments or a similar annual income.

What is the difference between a ready-made solution and my own portfolio?
With a ready-made solution you only choose the risk level — low, medium or high — and the managers take care of the rest. Your own portfolio lets you select specific investments yourself.

Can I invest if I have only recently moved to Norway?
Usually yes, but you will need a Norwegian identity number and BankID, and the institution must verify your identity and the source of your funds.

How much does advice cost?
It depends on the type of service and the institution. You will always receive full information about costs before you decide.

Get started

Tell us about your financial goals and we will connect you with the right expert.

Financial Advisor
Investment Advisory
Credit Card Checker
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