Engaged ownership with a financial and industrial heritage dating back to 1856
Professional management for long-term value creation
Wallenberg Investments is responsible for managing and developing the Wallenberg Foundations’ assets. This responsibility is rooted in engaged, long-term ownership, a tradition that has been part of the Wallenberg family since the establishment of Stockholms Enskilda Bank in 1856.
Through direct and indirect ownership in companies with leading market positions, complemented by strategic investments and active ownership, long-term value is created. The returns enable the Foundations to provide extensive support for world-class basic research and education, contributing to knowledge, innovation and development for the benefit of Sweden and society at large.
The Wallenberg Foundations’ largest assets are the listed industrial holding company Investor AB and the wholly owned holding company Wallenberg Investments. In addition to asset management and corporate governance, Wallenberg Investments is responsible for the efficient and professional management of administration, financial operations and the Foundations’ grant-making activities.
Diverse expertise, working as one for the greater whole
Wallenberg Investments brings together five investment units and a range of support functions. Each operates according to its own rationale and at its own pace, while contributing to the shared ambition of supporting Sweden’s long-term development through knowledge and innovation.
The support functions form the backbone of the organisation. They play an important role in developing the investments, maintaining the family’s network and supporting the Wallenberg Foundations in their efforts to advance excellent basic research and education. In doing so, they help keep the entire Wallenberg ecosystem in motion.
A shared mission with a long-term perspective
Wallenberg Investments' mission is to make long-term and strategic decisions on how the assets of the Wallenberg Foundations is to be managed and how their ownership role should be executed and developed in holdings. The company’s main responsibility is to ensure that the Foundations assets are managed and grown over time so that grants can be increased gradually.
Working to ensure that the right people are involved in the boards, and in positions managing business operations, is another focus area. Management of liquid funds and assets that are not currently invested in long-term holdings is another task. Individual decisions taken within the Foundations and Investor are the responsibility of their respective boards, while Wallenberg Investments focuses on broader issues concerning the assets of the Foundations, including their composition, and the development of the ownership concept for the holdings.
Board of Directors
Marcus Wallenberg
Chair
Jacob Wallenberg
Vice chair
Anna Borg
Director
Daniel Sachs
Director
Helena Hedblom
Director
Jacob de Geer
Director
Siri Sachs
Director
Sylvia Schwaag Serger
Co-opted board member
Martina Wallenberg
Co-opted board member
Management Team
Dick Lundqvist
CEO
Alex Basu
Head of Ventures
Caroline Jägenstedt Wikman
General Counsel
Daniel Winther
Head of Alternative Funds
David Sonnek
Co-Head of Special Investments
Kristian Sildeby
Head of Industrials
Laura Safir
Head of Communication and Sustainability
Lovisa Cavalli Wallenberg
HR Business Partner & Analytics
Magnus Fernström
Head of Real Assets
Magnus Schöldtz
Head of Wallenberg Office
Peter Nyllinge
CFO
Richard Nilsson
Co-Head of Special Investments
A personal commitment across generations
For nearly 170 years, the Wallenberg family has been actively engaged in supporting enterprise and research in Sweden and internationally, since 1856. The family’s engagement is guided by what is in the long-term best interests of each individual business.
Jacob Wallenberg, Marcus Wallenberg and Peter Wallenberg Jr work full-time in various roles within Wallenberg Investments. Their involvement in portfolio companies and the development of international networks form an important part of their work. They receive remuneration for these responsibilities, set at market levels and comparable to the salary of a CEO at a Swedish listed company with substantial international operations. For 2026, the remuneration for each of Jacob, Marcus, and Peter amounts to SEK 18 million.
Wallenberg Office
Wallenberg Office is a function within Wallenberg Investments that supports the development of the networks established by the Wallenberg family over generations.
Wallenberg Office works to maintain knowledge of the wider world and key societal issues, navigate global trends, and contribute to policy and strategies for international business development.
Grants Office
Grants Office, a function within Wallenberg Investments, supports and administers the Foundations’ grant-making process, from calls for proposals to the approval and disbursement of grants, in close collaboration with the Foundations’ executive management.
The executive management is responsible for calls for proposals, evaluations, and funding recommendations, while all funding decisions are made by the Boards of the Foundations. The evaluation process is supported by a Scientific Council, peer review committees with deep knowledge of the Swedish academic system, and a large network of international external experts.
investment units
