Sara Klardotter
Financial professional with 15+ years of experience in FX derivatives and real-estate investments. Previously led a $100M+ high-net-worth book at Morgan Stanley PWM; since 2021, delivering ~12% annual returns as an independent investor. Strengths: technical analysis, risk-optimized asset allocation, and cross-border tax strategies.
I prioritize process over prediction. My method translates macro signals into clear rules, keeps positioning aligned with objectives, and enforces strict risk controls. By pairing theory with practice and letting compounding do its work over time, I aim for steady growth and durable value creation.
Work Experience
Morgan Stanley — Stockholm
- Wealth planning and portfolio construction for high-net-worth clients.
- Progressed from Wealth Planner (2010–2013) to Senior Advisor (2013–2014).
Morgan Stanley — Stockholm
- Led a 10-member team; managed $250M+ in AUM across 50+ clients; averaged ~15% annual return (≈3% above S&P 500).
- Pioneered EU/US cross-border tax solutions, reducing liabilities by ~20% for dual-jurisdiction households.
- Promoted to Director after successive roles as Wealth Planner and Senior Advisor.
Independent Investor — Gothenburg
- Executes proprietary FX strategies in EUR/USD and GBP/JPY using MACD & Bollinger Bands; Sharpe Ratio > 1.5.
- Manages Gothenburg properties (95% occupancy) with ~8% annual appreciation.
- Achieved zero drawdown during 2022 market volatility via inverse-ETF hedging.
- Applies cryptocurrency volatility to short-term contract trading.
Core Skills
Investing & Analysis
- Portfolio Management
- Investment Analysis
- Financial Modeling & Valuation
- Risk Management
- Market & Industry Research
Tools
- Excel · PowerPoint
- Power BI / Tableau
- Bloomberg Terminal / Eikon
- SAP / Oracle Financials
Soft Skills
- Cross-cultural Communication
- Team Leadership
- Business Negotiation & Client Relations
- Decision-making under Uncertainty
Investment Philosophy
Process over prediction. Prepare first, then participate—with risk tightly defined and returns allowed to compound.
Risk First
Cap drawdowns with sizing and regime filters so compounding can work.
Macro + Quant
Blend macro judgment with quantitative signals to improve discipline.
Purposeful Allocation
Allocate to roles—growth, income, hedge—and rebalance by cadence.
Track Record
~12% p.a.
Average annual return since 2021 as an independent investor.
$250M+
AUM managed as Director at Morgan Stanley PWM.
Sharpe > 1.5
FX strategies across EUR/USD & GBP/JPY.
95%+
Occupancy across Gothenburg properties; ~8% annual appreciation.
Contact
For investment collaboration, advisory opportunities, or speaking engagements, feel free to reach out.