Atle Investment Services AB (”AIS”) is a securities firm under the supervision of the Swedish Financial Supervisory Authority. AIS is fully owned by Atle Investment Management AB.
As of today, AIS offers one investment management service under the Gro Kapitalförvaltning (previously Meetoo) brand. Gro Kapitalförvaltning is a wealth manager that offers high net worth individuals an active and individualized management service, led by Lotta Nilert and Christer Ellgren. For more information please see Gro Kapitalförvaltning under Our Managers.
Patrik Johansson, CEO
Patrik is CEO of AIS. Since 2015 Patrik has been working with asset management at a family office company. Between 2002 and 2014 Patrik was partner and asset manager of Futuris Asset Management at Brummer & Partners. Patrik has also worked at UBS Warburg in Stockholm with stock trading and in the late 1990’s he worked as a penny stock broker at Unibank in Copenhagen.
Daniel Bodin, Head of Investor Relations Daniel has a broad and deep experience of the Nordic fund and asset management industry with backgrounds from several Nordic institutions. He most recently came from the role of Sweden Manager for Danske Bank Asset Management Sales and has worked with institutions, third parties and distributors as well as advisers.
Fabian Briem, Investor Relations Fabian is Atles Investor Relations and will work with the distribution and marketing of the funds included in Atle’s holdings. Since 2015, Fabian has worked in the Swedish fund industry and most recently came from Catella, where he worked with marketing and sales in third-party distribution, of Catellas funds.
Lotta Nilert, Portfolio Manager Gro Kapitalförvaltning
Lotta founded Gro Kapitalförvaltning together with Christer in 2006. Lotta has over 30 years of experience in financial markets and started her career at Citibank in New York. During the period 1989-1992 and from 1998 until today Lotta has focused asset management for private customers.
Christer Ellgren, Portfolio Manager Gro Kapitalförvaltning Christer founded Gro Kapitalförvaltning with Lotta in 2006. He has previously been active in many European banks, broker agencies and fund managers, mostly as an analyst. He has also managed to write two books, one about the stock market and one about Ericsson.
The Board of Directors
Gustav Ohlsson, Chairman
Gustav has an MBA from Stockholm School of Economics and is today CEO for Atle Investment Management. He is currently a board member of TIN Fonder AB and Alcur Fonder AB. Gustav has previously worked as portfolio manager at Aquila Capital, investment manager at Bure Equity and Partner at Orre & Nyberg Capital.
Per Anders Fasth, Board member
Per Anders is chairman of the board of Lyra Wealth Management and FundedByMe. He is a board member of Skandiabanken, Blippit and ClearOn AB. He has previously been Chairman of the Board of Sileo Kapital och Investerum and a board member of Piraeus Bank and SBAB Bank.
Gunnar Wiljander, Board member
Gunnar has a Bachelor degree in economics and is CEO of Tidan Capital. Gunnar has extensive experience in the capital markets and most recently came from Nektar Asset Management, where he was CEO for ten years. He has previously worked as client executive at SEB with a focus on Nordic hedge funds, and has been responsible for fixed income trading at Investor, Swedbank Markets and Midland Bank.
Oskar Hörnell, Board member
Oskar has a Beachelor degree in economics and is investment manager at Bure Equity. Oskar is also a board member at My Driving Academy Sweden. He has previously been a Partner and analyst at Nordic Fixed Income.
Supervision and Permission
The company is licensed by and under the supervision of the Swedish Financial Supervisory Authority (Finansinspektionen). The company received approval to conduct portfolio management in accordance with Chapter 2, Section 1, item 4 of the Securities Markets Act (SFS 2007:528) in November 2006.
Compliance and Independent Risk Control
Per Grönvall is Compliance Officer and independent Risk Control.
The risk manager’s task is to monitor the business-related risks. This includes operational risk, financial risk and external risks. The risk manager reports directly to the Board of Directors.
The Compliance Officer’s role is to make sure that the company complies with applicable rules and regulations through routine controls and oversight as well as providing the company with the necessary information and support. The Compliance Regulator reports directly to the Board of Directors and CEO.
Leif Lüsch, chartered accountant and licensed auditor, is the company’s internal auditor.
The internal auditor is tasked to assess, on the basis of a plan established by the Board of Directors, whether the company’s internal control mechanisms, systems and processes are appropriate and effective. The internal auditor shall also make recommendations on measures that can improve these. The internal auditor reports directly to the Board of Directors.
Mikael Köver, WeAudit, is the company’s external auditor.
The external auditor annually reviews the company’s accounts and internal processes and reports directly to the Board of Directors and CEO.
AML Central Functions Manager
Patrik Johansson, CEO, is the central function manager for AML.
The central function manager for AML is responsible for how the company carries out activities related to the prevention of money laundering and financing of terrorism.
Patrik Johansson, CEO, is the company’s complaints manager.
You contact the company’s complaints manager if you would like to raise an issue.
For more information about the company’s organization and management, see Atle Investment Services organizational chart: Organization och Management
Internal Control and Risk Management
The external regulations that Atle Investment Services AB has to comply with include Swedish laws and the Swedish FSA’s regulations. We also have to follow the internal rules, such as policies, instructions and routines, which the company’s Board of Directors or CEO have established. See more information about our internal control and risk management here: Internal Control och Risk Management