
Services to meet your goals
Regarding savings and pensions, what would you like to do today?
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Services to meet your goals
Regarding savings and pensions, what would you like to do today?


OUR SERVICES
Comprehensive and active advisory for individuals and businesses
Cefund AB was founded in 2022 and is part of the Cefund Holding group. As an independent alternative, we are not limited to the similar product offerings of the major banks.
This means that Cefund’s clients have access to a wide range of market products, while the risk of conflicts of interest is reduced. Together, we ensure that we find the best and most sustainable solution for you or your business.
SAVING & INVESTING
Regardless of who you are or where you are in life, we can help you achieve your goals. With us, you’ll have a personal contact with solid experience in capital advisory. We have access to a broad range of financial products and services and have a mutual financial success. Through our partnerships, we can offer funds and other investments at net prices, which translates to substantial discounts on standard fees.


LOWER FEES & NET DEPOSITS
Through our collaborative partners, we offer 100 percent net-traded deposit solutions where all third-party reimbursements (sometimes referred to as ‘kickbacks’) are refunded to you as a customer. With a net deposit, you can invest in a wide range of the market’s best funds and investment products at significantly discounted prices. It simply becomes more cost-effective, superior, and considerably reduces the risk of conflicts of interest.

INSURANCE
Insurance safeguards us from the adverse effects of unexpected events in life. As such, it plays a crucial role in long-term financial planning. However, insurance requirements differ throughout life’s various stages, and determining what’s truly necessary can be challenging. We’ll guide you through the insurance maze, working together to identify the right coverage for your unique needs.

PENSION
Pension matters are of vital importance but can also appear complex. We assist you in creating a pension analysis to gain a comprehensive overview of your various pension insurances. Together, we evaluate your existing pensions and propose changes to ensure that you have a sound and sustainable financial future after your working years and working with the capital so you have a good risk-adjusted return.
Ömsesidigt ekonomiskt intresse vår framgång bygger på din.
Unik förvaltning unika och individuella lösningar för att maximera din situation.
Högpresterande förvaltning Fokus på långsiktig tillväxt och resultat.
Reducering av intressekonflikter Transparens och fokus på vad som är bäst för dig.
Brett produktutbud Mångsidiga lösningar för sparande och pension.
Aktiv rådgivning Engagerad, personlig och aktiv rådgivning.
our success is built on yours.
tailored and individual solutions to maximize your situation.
focus on long-term growth and results.
transparency and focus on what’s best for you.
versatile solutions for savings and pensions.
engaged, personal, and proactive advisory.
access to a strong network of experts and partners.
we cover all aspects of your finances.
insights and advantages through our market position.
efficient and transparent management.
tailored management based on your goals and needs.
WHAT WE OFFER
Broad range
Access to non-public investments and funds that are otherwise reserved for the very wealthy.
Tailored/ongoing advice
Customized strategies for your savings, pension and business based on your needs.
Top managers
Collaborations with the world's leading fund managers globally and annually access to the top managers.
Established strategy
Using the top fund managers against the most important sectors.
Transparency and cost-effectiveness
Net deposits that provides lower fees to maximize returns and reduce conflicts of interest.
WHAT WE OFFER
Broad range
Access to non-public investments and funds that are otherwise reserved for the very wealthy.
Top managers
Collaborations with the world's leading fund managers globally and annually access to the top managers.
Tailored/ongoing advice
Customized strategies for your savings, pension and business based on your needs.
Established strategy
Using the top fund managers against the most important sectors.
Transparency and cost-effectiveness
Net deposits that provides lower fees to maximize returns and reduce conflicts of interest.
What we make possible for you
Access/supply
Access to non-public investments and inaccessible funds that otherwise require a high capital investment and access to the top fund managers globally.
Complete solutions
Offering the you maximum return by utilizing your total capital power.
Maximizes potential
Transparency in the managers' movements between different fund companies and annually updates collaborations and exposures to maximize savings potential.
More time, capital and security
We handle the complexity, so you can focus on what's most important to you.
What we make possible for you
Access/supply
Access to non-public investments and inaccessible funds that otherwise require a high capital investment and access to the top fund managers globally.
Complete solutions
Offering the you maximum return by utilizing your total capital power.
Maximizes potential
Transparency in the managers' movements between different fund companies and annually updates collaborations and exposures to maximize savings potential.
More time, capital and security
We handle the complexity, so you can focus on what's most important to you.