Facts and organisation

Quick Facts

  • CEO Liza Jonson
  • Founded in 1967, headquarters in Stockholm
  • Whole-owned subsidiary of Swedbank
  • Offers savings in around 90 funds
  • Has over 4 million customers in Sweden and the Baltic countries
  • Approximately 280 employees, of which approximately 90 work in analysis and management
  • Manages approximately SEK 2017 billion, of which just over SEK 411 billion in discretionary management (as at 31 December 2023)
  • All Swedbank Robur funds are covered by our Responsible Investment Policy
  • A major owner in many companies. Public ownership policy since 1996

Organisational issues

The Board of Directors

Joachim Spetz
Chairman

Previously CEO Erik Penser Bank, CEO Handelsbanken Fonder, now own operations.
 

Lars Afrell

Former chief lawyer at the Swedish Fund Traders’ Association, several senior assignments, including ten years as a council member of the Ministry of Finance and head of the Ministry of Finance’s securities market unit.

Monica Åsmyr
Board member of Sala Sparbank

Former CEO of Almi Företagspartner and senior positions at Swedbank.

Ms Gunilla Nyström

Former CEO of AMF Fonder also has several senior assignments for SEB, including as a private accountant.

Lennart Jacobsen
CEO and founder of Invesi Investment AB.

Line

Liza Jonson
CEO

Fredrik Ulfhielm
CFO

Pia Haak
CIO

Britta Rosenqvist
Head of Sales

Mr Morgan Andersson
Head of Product Development

Michaela Uggla
Development Operations

Olof Neiglick
Head of Business Support & Strategy

Pia Gisgård
Head of Sustainability & Corporate Governance

Sebastian Åberg
Legal

Helena von Koch
HR

Contacts

Sales contacts, email addresses and other contact details for us.