Transaction completed: Carnegie Fonder, Holberg and CAAM are now part of Carnegie Group

Carnegie Holding’s acquisition of Carnegie Fonder, and Holberg Fondsforvaltning (“Holberg”) and CAAM Fund Services (“CAAM”) has today been finalised. The new group will be known as Carnegie Group.

The new group will operate in four business areas: Investment Banking, Securities (including Research) and Private Banking and a new business area, Asset Management, consisting of Holberg, Carnegie Fonder and CAAM which will become part of Carnegie Fonder. The Asset Management businesses will operate at arms’ length distance from the other business areas meaning that Carnegie Fonder and Holberg will continue to operate independently under their respective brands.  Andreas Uller will head up the business area Asset Management in addition to his role as CEO of Carnegie Fonder and become a member of Carnegie Group’s management.  

Carnegie Holding´s intention to acquire Carnegie Fonder, Holberg and CAAM was made in May 2022.

For more information, please contact:

Emelie Friberg, Head of Communication

Emelie.friberg@carnegie.se

+ 46 734 17 92 29