Wealth in Sweden: HNW Customers

Date: 2015-11

Wealth in Sweden: HNW Customers is based on our 2014 Global Wealth Managers Survey. The results of the survey are accompanied by best-practice case studies on how to target Swedish HNW residents where applicable.

– Understand the major sources of HNW wealth in Sweden and the industries from which it has been amassed.
– Interpret the investment portfolios of Swedish HNW individuals through detailed asset allocation analysis.
– Evaluate product and service demand among Swedish HNW individuals, from discretionary asset management to art advisory and philanthropy services.
– Analyze the best methods to capture new Swedish HNW clients and how best to maintain communication during the client relationship.

– How do Swedish HNW individuals amass their wealth?
– Which investments make up an average Swedish HNW investment portfolio?
– Which wealth management products and services are in demand in Sweden?
– How often do Swedish wealth managers contact their clients through email, social media, and face-to-face meetings?
– How do Swedish HNW individuals compare to their global peers?

Key Highlights
Swedish HNW investors hail from diverse backgrounds, with relatively equal numbers of first-generation entrepreneurs, family business owners, and those who have earned their income from employment. Inheritors, while a smaller segment, still account for over a fifth of the market.

Equities, both local and foreign, account for the largest share of Swedish HNW portfolios. The heavy use of funds in Swedish HNW portfolios reflects the broad range of funds available to Swedish HNW investors, as well as the desire to diversify their assets across borders, which funds can assist with.

Swedish HNW investors are most interested in investing via advisory mandates, followed by discretionary mandates. General financial planning advice and pension-specific advice are critical services that every wealth manager needs to assist their clients with, both now and in the future.”

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