Financial Portfolio

J. B. Ugland Holding AS is responsible for the management of the group’s liquid assets. These form a diverse range of investments.

The financial portfolio mainly comprises of fixed income and listed equities. We work closely with our daughter company, Lux Nordic Wealth Management S.A, on most fixed income investments. With regard to the equities, in addition to Lux Nordic Wealth Management AS, we also work with a number of sector specific professional advisors.

We have also made several investments into London managed Private Equity funds. In addition, from time-to-time we invest directly into smaller unlisted companies.

Potential commitments into smaller “venture” style investments are evaluated and executed through the following companies in which J.B. Ugland Holding AS are shareholders: Teknova, Coventure and Skagerak Venture Capital.

For further information please contact Richard Coulling (rc@jbu.no ). Richard works between our head office in Grimstad and our branch located in the City of London.

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