Öhman new main owner in Lannebo Fonder
Lannebo Fonder and Öhman Fonder are two of Sweden’s most successful fund management companies. Active asset management is at the core of both companies’ operations. Lannebo Fonder and Öhman Fonder have also on several occasions each been appointed fund company of the year.
Through the deal, the Öhman Group becomes the main owner of Lannebo Fonder.
Lannebo Fonder and Öhman Fonder are both characterized by an entrepreneurial culture and a closeness to their customers. Other common grounds connecting the companies are their strong focus on sustainability, as well as both companies’ practice of active ownership management.
Today, both Lannebo Fonder and Öhman Fonder have a customer base consisting of institutional as well as private clients. The deal enables greater resources to further develop the customer offer, both for direct customers and for customers which are reached through distributors.
Johan Malm, CEO at Öhman Group and Chairman of the Board at Öhman Fonder, comments:
“Lannebo Fonder is an extremely well-managed company, which year after year has achieved impressive results in its asset management. The deal is in many ways a very natural step for both parties. Lannebo Fonder and Öhman Fonder complement each other well in several areas. Together, we will be able to offer our customers a wider and even better product range. At the same time, we are becoming a stronger player, and an increasingly important voice on the Swedish capital market”.
Johan Lannebo, Chairman of the Board and Co-Founder of Lannebo Fonder, comments:
“I recognize the culture of Öhman and look forward to being involved in developing the new company. We can learn a lot from each other and now we can build an even stronger, independent option on the Swedish fund market”.
Johan Lannebo is proposed to become a board member in the company.
Together, Öhman Fonder and Lannebo Fonder manage over SEK 215 billion, divided into SEK 140 billion (Öhman Fonder) and SEK 75 billion (Lannebo Fonder) respectively.
Öhman has engaged Gernandt & Danielsson as legal advisor and E&Y as financial advisor. Lannebo Fonder has engaged Lenner & Partners as financial advisor and Wigge & Partners as legal advisor.
For more information, please contact:
Johan Malm, CEO Öhman Group and Chairman of the Board at Öhman Fonder
+46 (0)70-872 50 41
Johan Lannebo, Chairman of the Board and Co-Founder of Lannebo Fonder
+46 (0)70-748 28 17
Daniel Bergsten, Press Contact
+46 (0)70-722 01 81
About the Öhman Group
Öhman was established in 1906 and has founded and developed several of the Nordics’ leading companies in the financial industry, with Nordnet and Öhman Fonder at the forefront. The Öhman Group is family owned and run as an investment and ownership company by the third generation Dinkelspiel. The Öhman Group’s net assets today amount to SEK 15 billion. Read more at www.ohmanholding.se
About Lannebo Fonder
Lannebo Fonder is one of Sweden’s largest, independent fund companies and is today owned by the founders and its staff. The company was founded in 2000, as an independent fund company to challenge the big banks with genuine, active asset management. The managed capital amounts to approximately SEK 75 billion. Read more at www.lannebo.se
About Öhman Fonder
Öhman Fonder is one of Sweden’s largest independent fund and capital management companies with a clear specialization towards active asset management of shares, corporate bonds and interest. The managed capital amounts to approximately SEK 140 billion. Read more at www.ohman.se