If institutional memory is important for an organization, then Carnegie Fonder is well positioned. Its CEO Andreas Uller has been with the firm in different capacities since its HQ Fonder days – and before that he worked at the company’s brokerage arm – Hagströmer & Qviberg Fondkommission.
It’s, however, a completely different company today compared to when Andreas Uller started. Not only has the market changed, but Carnegie Fonder is also a firm that’s been very active player in the consolidation of the industry. It acquired a number of funds from Alfred Berg in 2019 and the following year it acquired OPM, Optimized Portfolio Management. The more significant move came in 2024 when it bought Didner & Gerge. Another deal – even if not directly involving Carnegie Fonder – came last year when DNB Carnegie Holding entered into a binding agreement to sell 100 per cent ofThe full article is only available to subscribers
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