About the firm
Mads Jensen and Allan Lorentzen are the managing partners of Jentzen & Partners. The company was founded by Mads Jensen in 2012 with the purpose of providing consultancy services and advice to the investment management and wealth management industry. This involved a focus on the areas of strategy, client segmentation, advisory concepts, advisory tools, product management and product selection. After successfully establishing ourselves, Allan Lorentzen joined the company in 2015.
We offer bespoke, independent, and professional consultancy services for institutional investors. Our typical work ranges from business strategy to more traditional investment consulting services. These include, but are not limited to: investment policy statements, strategic asset allocation, performance attribution, risk analysis, product analysis, reporting and manager search & selection, and more.
As we have no products, discretionary management, and third-party commission agreements, we are able to operate in a way that is truly independent. Hence, our fully transparent pricing policy.
Expertise
The team behind Jentzen & Partners has substantial experience with development, evaluation, and the selection of investment products and investment strategies for traditional as well as alternative investments. In addition, we possess extensive practical experience from board memberships and our team’s robust theoretical backgrounds. In our work together across more than a decade, we have developed and managed investment products, built and maintained private banking and investment advisory concepts, tailored a complex variety of investment recommendations, and managed an award-winning product and manager selection team.
People
Jentzen & Partners is overseen by our two managing partners Mads Jensen and Allan Lorentzen. Together with several associate partners, Jentzen & Partners offers an extensive range of expertise and experience across almost every part of the investment consulting business.
You can meet our core team below:
Mads Jensen
MSc, MBA, EMBA, CFA, CAIA, CIPM, CIFD
– Investment Strategy
– Manager Evaluation & Selection
– Risk Analysis
– Alternative Investments
Mads Jensen
MSc, MBA, EMBA, CFA, CAIA, CIPM, CIFD
Founder & Managing Partner
Before founding Jentzen & Partners in 2012, Mads cultivated 18 years of experience within the investment management and private banking industry.
From 2008 to 2011 he headed ‘Group Wealth Management’ at the Danske Bank Group, holding responsibility for developing and implementing of the Group’s private banking concepts. During this period, Dansk Bank was repeatedly awarded the best private bank in Denmark, Norway, and Scandinavia.
Mads also holds a Master of Science in International Business from Copenhagen Business School (CBS). He graduated as MBA from the University of Geneva in 2006 and as executive MBA from Carnegie Mellon University’s Tepper School of Business in 2007. In addition, he has completed several executive education programs in bank management and board governance from the Swiss Finance Institute and Wharton Business School.
His professional qualifications include becoming a Chartered Financial Analyst (CFA) in 2002, Chartered Alternative Investments Analyst (CAIA) in 2008, and receiving the Certificate in Investment Performance Measurement (CIPM) in 2012. Most recently, he received the Certified Investment Fund Director designation (CIFD) in 2017.
Mads Jensen
MSc, MBA, EMBA, CFA, CAIA, CIPM, CIFD
Founder & Managing Partner
Before founding Jentzen & Partners in 2012, Mads cultivated 18 years of experience within the investment management and private banking industry.
From 2008 to 2011 he headed ‘Group Wealth Management’ at the Danske Bank Group, holding responsibility for developing and implementing of the Group’s private banking concepts. During this period, Dansk Bank was repeatedly awarded the best private bank in Denmark, Norway, and Scandinavia.
Mads also holds a Master of Science in International Business from Copenhagen Business School (CBS). He graduated as MBA from the University of Geneva in 2006 and as executive MBA from Carnegie Mellon University’s Tepper School of Business in 2007. In addition, he has completed several executive education programs in bank management and board governance from the Swiss Finance Institute and Wharton Business School.
His professional qualifications include becoming a Chartered Financial Analyst (CFA) in 2002, Chartered Alternative Investments Analyst (CAIA) in 2008, and receiving the Certificate in Investment Performance Measurement (CIPM) in 2012. Most recently, he received the Certified Investment Fund Director designation (CIFD) in 2017.
Allan Soon Lorentzen
HD (F), CAIA
Managing Partner
– Manager Selection
– Asset Allocation
– Alternative Investments
– Investment Strategy
Allan Soon Lorentzen
HD (F), CAIA
Managing Partner
Allan Soon Lorentzen has more than 20 years of experience in the finance industry. Prior to joining Jentzen & Partners Allan was First Vice President at Danske Capital (2010-2014), where he managed the equity- and fixed income research, asset allocation, product development, and fund selection functions. During his tenure supported the retail and private banking arms of the Danske Bank group and the daily support of investment advisors and private bankers in the institution’s regional investment centres of the bank in Denmark, Sweden, Norway, Finland, Ireland, the UK, Luxembourg, and the Baltic countries. Under Allan’s management, the fund rating and selection team in Danske Capital was rated the best in the country several years in a row.
From 2008 to 2010 Allan was head of sales in the mutual fund Danske Invest (the second largest mutual fund group in Scandinavia), where he oversaw the marketing, branding, and sales activities across a range of distribution channels throughout more than a number of European countries.
Allan is a banker by trade and received his business diploma in finance from Copenhagen Business School in 2002. He has completed executive training programs internally in Danske Bank and at IMD Switzerland. Allan was made a Chartered Alternative Investment Analyst (CAIA) in 2008.
Allan serves on the board of directors of a Danish AIF and also works as an external associate professor at Copenhagen Business School.
Allan Soon Lorentzen
HD (F), CAIA
Managing Partner
Allan Soon Lorentzen has more than 20 years of experience in the finance industry. Prior to joining Jentzen & Partners Allan was First Vice President at Danske Capital (2010-2014), where he managed the equity- and fixed income research, asset allocation, product development, and fund selection functions. During his tenure supported the retail and private banking arms of the Danske Bank group and the daily support of investment advisors and private bankers in the institution’s regional investment centres of the bank in Denmark, Sweden, Norway, Finland, Ireland, the UK, Luxembourg, and the Baltic countries. Under Allan’s management, the fund rating and selection team in Danske Capital was rated the best in the country several years in a row.
From 2008 to 2010 Allan was head of sales in the mutual fund Danske Invest (the second largest mutual fund group in Scandinavia), where he oversaw the marketing, branding, and sales activities across a range of distribution channels throughout more than a number of European countries.
Allan is a banker by trade and received his business diploma in finance from Copenhagen Business School in 2002. He has completed executive training programs internally in Danske Bank and at IMD Switzerland. Allan was made a Chartered Alternative Investment Analyst (CAIA) in 2008.
Allan serves on the board of directors of a Danish AIF and also works as an external associate professor at Copenhagen Business School.
Keld Lundberg Holm
MSc (Econ)
Associate Partner
– Manager Evaluation
– Risk Analysis
– Investment Strategy
– ESG, Responsible investments and Active ownership
Keld Lundberg Holm
Keld Lundberg Holm has more than 30 years of experience within investment management and advisory including sustainable investment and active ownership (ESG).
From 2009-2017 Keld was the CEO of The Danish Finance Society and CFA Society Denmark and prior to this Keld was Chief Investment Officer at Nykredit Asset Management. Keld has held positions at Danske Capital as Head of Asset Allocation & Risk Management and Head of Retail & Development. Before working at Danske Capital, Keld was Chief Investment Officer at BG Bank Asset Management and Head of Research at Bikuben.
Keld holds a MSc in Economics (1980) from the University of Copenhagen.
Keld joined Jentzen & Partners as associate partner in 2017.
Keld Lundberg Holm
MSc (Econ)
Associate Partner
Keld Lundberg Holm has more than 30 years of experience within investment management and advisory including sustainable investment and active ownership (ESG).
From 2009-2017 Keld was the CEO of The Danish Finance Society and CFA Society Denmark and prior to this Keld was Chief Investment Officer at Nykredit Asset Management. Keld has held positions at Danske Capital as Head of Asset Allocation & Risk Management and Head of Retail & Development. Before working at Danske Capital, Keld was Chief Investment Officer at BG Bank Asset Management and Head of Research at Bikuben.
Keld holds a MSc in Economics (1980) from the University of Copenhagen.
Keld joined Jentzen & Partners as associate partner in 2017.
Henrik Fænøe
MSc (Econ)
Associate Partner
– Manager Evaluation
– Risk Analysis
– Investment Strategy
Henrik Fænøe
Henrik joined Jentzen & Partners as associate partner in 2017 and started his career in the Ministry of Finance in 1984. He joined LD Pensions in 1988, where he worked in several different positions as portfolio manager, economist and equity- and sector analyst.
Henrik was promoted Head of Equity at LD Pensions in 1997 and in 2001 he joined Danske Capital as Head of Equity. From 2007-2015 he was Head of European- and Global Equity at Danske
In 2015 he became Head of Products & Securities in the Wealth Management division of Danske Bank where he was responsible for equity and fixed income research, asset allocation, product development, fund selection, and day-to-day support throughout the wealth management business.
Henrik holds a MSc in Economics (1984) from the University of Copenhagen.
Henrik joined Jentzen & Partners as associate partner in 2017.
Henrik Fænøe
MSc (Econ)
Associate Partner
Henrik joined Jentzen & Partners as associate partner in 2017 and started his career in the Ministry of Finance in 1984. He joined LD Pensions in 1988, where he worked in several different positions as portfolio manager, economist and equity- and sector analyst.
Henrik was promoted Head of Equity at LD Pensions in 1997 and in 2001 he joined Danske Capital as Head of Equity. From 2007-2015 he was Head of European- and Global Equity at Danske
In 2015 he became Head of Products & Securities in the Wealth Management division of Danske Bank where he was responsible for equity and fixed income research, asset allocation, product development, fund selection, and day-to-day support throughout the wealth management business.
Henrik holds a MSc in Economics (1984) from the University of Copenhagen.
Henrik joined Jentzen & Partners as associate partner in 2017.
Frank Hvid Petersen
MSc (Econ)
Associate Partner
– Strategic Asset Allocation
– Risk-Management
– Portfolio Construction
Frank Hvid Petersen
Frank Hvid Petersen has more than 25 years of experience in the financial industry. Before joining Jentzen & Partners Frank was first the Chief Economist and Chief Equity strategist at Alfred Berg Bank for 7 years before joining Nordea’s Saving & Asset Management department, where he went on to work 11 years, to manage their strategic and tactical asset allocation. He was also Chairman of their Global Investment Committee. He then joined Carnegie where he was the Head of Strategy & Portfolio Management for 3 years, conducting strategic and tactical asset allocation and portfolio management. In 2017 Frank founded the company Earlybird Research & Education, which provides professional market research services and courses. Frank’s specialities lie in strategic asset allocation, portfolio construction and risk-management.
Frank completed his Master of Science in Economics at the University of Copenhagen in 1994 and his ties to educational institutions did not end there as Frank currently teaches at the International Business Academy in Kolding and Copenhagen Business Academy in investment and wealth management, national economics, and megatrends. He tailors his own teaching courses for an array of media, financial institutions, and companies within other fields. Frank provides commentary on the economy in the Danish newspaper Politiken and writes columns on, amongst other topics, sustainable & alternative investments in AM Watch.
Frank hosts seminars regarding the national economy, social conditions, technology and its effects on human-beings, mega-trends, the financial markets and the increasingly popular topic of sustainability.
Frank Hvid Petersen
MSc (Econ)
Associate Partner
Frank Hvid Petersen has more than 25 years of experience in the financial industry. Before joining Jentzen & Partners Frank was first the Chief Economist and Chief Equity strategist at Alfred Berg Bank for 7 years before joining Nordea’s Saving & Asset Management department, where he went on to work 11 years, to manage their strategic and tactical asset allocation. He was also Chairman of their Global Investment Committee. He then joined Carnegie where he was the Head of Strategy & Portfolio Management for 3 years, conducting strategic and tactical asset allocation and portfolio management. In 2017 Frank founded the company Earlybird Research & Education, which provides professional market research services and courses. Frank’s specialities lie in strategic asset allocation, portfolio construction and risk-management.
Frank completed his Master of Science in Economics at the University of Copenhagen in 1994 and his ties to educational institutions did not end there as Frank currently teaches at the International Business Academy in Kolding and Copenhagen Business Academy in investment and wealth management, national economics, and megatrends. He tailors his own teaching courses for an array of media, financial institutions, and companies within other fields. Frank provides commentary on the economy in the Danish newspaper Politiken and writes columns on, amongst other topics, sustainable & alternative investments in AM Watch.
Frank hosts seminars regarding the national economy, social conditions, technology and its effects on human-beings, mega-trends, the financial markets and the increasingly popular topic of sustainability.
Tue Fangel Poulsen
MSc (Econ)
Associate
– Financial Modelling
– Investment Research
– Client Support
Tue Fangel Poulsen
Tue Fangel Poulsen
MSc (Econ)
Associate Partner
Gustav Holm
Studying BSc in Economics
Analyst
– Investment Research
– Client Support
– Financial Modelling
Gustav Holm
Analyst
+45 51 31 76 35
gh@jentzen.dk
Gustav Holm
Studying BSc in Economics
Analyst