Asset Management since 2002

Proud member of

Los Naranjos Business Club

Välkommen till Simplicity

Simplicity är ett auktoriserat fondbolag av Finansinspektionen sedan 2002 och förvaltar drygt 30 miljarder SEK.

Med kontor i Varberg, Stockholm, Göteborg och Palma erbjuder Simplicity kapitalförvaltning, rådgivning och hantering av investeringar för både institutionella kunder, företag och förmögna privatpersoner.

Dessutom kan vi erbjuda skräddarsydda lösningar för stiftelser och andra organisationer.

Welcome to Simplicity

Simplicity has been an authorized fund management company by the Swedish Financial Supervisory Authority since 2002 and manages 30 billion SEK.

With offices in Varberg, Stockholm, Gothenburg, and Palma, Simplicity offers asset management, advisory services, and investment management for institutional clients, companies, and wealthy individuals.

Additionally, we can provide tailored solutions for foundations and other organizations.

WELCOME

Los Naranjos | October 3

Are you interested in an update on the financial situation and intriguing tax regulations for residency in Spain?
Exclusively for members of Los Naranjos GC, the presentation will be held in Swedish.
You are welcome to sign up!

Welcome to an inspiring event with Simplicity!

We look forward to presenting our company and sharing our journey, vision, and key success factors. (The presentation will be held in Swedish)

During the lunch/evening, we will also discuss the current global landscape and trends in the stock market. We will also cover interesting tax regulations regarding transfers of value from companies to individuals, as well as tax rules for residency in Spain.

You will have the opportunity to network with members and ask questions to our portfolio managers. We will provide lunch/light refreshments and drinks.

Don’t miss the chance to gain deeper insights into what makes Simplicity unique!

Simplicity Asset Management

Richard Andborn and Anders Silkisberg from Simplicity Asset Management will present our services in Portfolio Management and provide you with an update on the current state of the global financial markets.

Anders & Richard have extensive experience in financial markets and are responsible for our operations in Spain, working out of our office in Palma, Mallorca. They both specialize in portfolio management with discretionary portfolios for foundations, institutions, companies, and high-net-worth individuals.

BDO

Alice Alvin from BDO will talk about interesting tax regulations regarding transfers of value from companies to individuals, as well as tax rules for residency in Spain.

Alice, with responsibility for corporate structure and taxation effects on value transfers, has carried out numerous transactions where entrepreneurs and key individuals in executive positions, along with their families, have chosen to relocate abroad. Her areas of expertise include so-called EXIT procedures for individuals wishing to move abroad, and transactions related to this relocation.

Registration is done directly  below. Places are limited.

For any questions about our event, please contact Hans Bergqvist at hans@simplicity.se or +46703013527.

Lunch October 3

Program

12:00 Simplicity welcomes you and offers lunch in the restaurant.
13:00 Presentation by Simplicity Asset Management and BDO in the members' lounge.
14:00 End. Time for questions and discussions.

Evening October 3

Program

18:00 Welcome! Simplicity will offer light refreshments and drinks in the members' lounge.
18:30 Presentation by Simplicity Asset Management and BDO in the members' lounge.
20:00 End. Time for questions, discussions and mingling!

Registration

CONTACT

Anders Silkisberg | Simplicity
Portfolio manager at Simplicity, based out of our office in Palma, Mallorca. In the finance industry since 1988. Was involved in building the Family Office department at SEB from 2001 to 2014.
anders@simplicity.se

Richard Andborn | Simplicity
Portfolio manager at Simplicity, based out of our office in Palma, Mallorca. With over 30 years of experience in asset management at banks and brokerage firms. Has extensive experience working with foundation clients.
richard@simplicity.se

Hans Bergqvist | Simplicity
Partner at Simplicity since the start. Based out of the headquarters in Varberg, with an additional base in Marbella. Has been with Simplicity since its inception and is responsible for market and client relations.
hans@simplicity.se

Alice Alvin | BDO
Alice is a Tax Manager and authorized tax advisor at FAR, with nearly ten years of experience consulting for both individuals and companies. Alice has extensive knowledge in tax matters and is particularly specialized in international taxation. She primarily works within Private Client Services, focusing on creating international tax strategies for individuals with wealth to manage.
alice.alvin@bdo.se

Simplicity is an authorized fund management company by the Financial Supervisory Authority since 2002 and manages over 30 billion SEK.

With offices in Varberg, Stockholm, Gothenburg, and Palma, Simplicity offers asset management, advisory services, and investment management for institutional clients, companies, and high-net-worth individuals.

Additionally, we provide customized solutions for foundations and other organizations.

Copyright Simplicity AB 2023