1. Market Research
  2. > Financial Services
  3. > Banking
  4. > Private Banking Market Trends

Wealth in Sweden: HNW Customers

  • February 2015
  • 44 pages
  • GlobalData
Report ID: 3375680

Summary

Summary
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.


Synopsis
- 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.

Reasons To Buy
- 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.

Get Industry Insights. Simply.

  • Latest reports & slideshows with insights from top research analysts
  • 60 Million searchable statistics with tables, figures & datasets
  • More than 25,000 trusted sources
  • Single User License — provides access to the report by one individual.
  • Department License — allows you to share the report with up to 5 users
  • Site License — allows the report to be shared amongst all employees in a defined country
  • Corporate License — allows for complete access, globally.

Amrita helps you find the right report:

Testimonials

The research specialist advised us on the best content for our needs and provided a great report and follow-up, thanks very much we shall look at ReportLinker in the future.

Kate Merrick

Global Marketing Manager at
Eurotherm by Schneider Electric

We were impressed with the support that ReportLinker’s research specialists’ team provided. The report we purchased was useful and provided exactly what we want.

Category Manager at
Ikea

ReportLinker gave access to reliable and useful data while avoiding dispersing resources and spending too much time on unnecessary research.

Executive Director at
PwC Advisory

The customer service was fast, responsive, and 100% professional in all my dealings (...) If we have more research needs, I'll certainly prioritize working with ReportLinker!

Scott Griffith

Vice President Marketing at
Maurice Sporting Goods

The research specialist provided prompt, helpful instructions for accessing ReportLinker's product. He also followed up to make sure everything went smoothly and to ensure an easy transition to the next stage of my research

Jessica P Huffman

Research Associate at
American Transportation Research Institute

Excellent customer service. Very responsive and fast.

Director, Corporate Strategy at
Ingredion

I reached out to ReportLinker for a detailed market study on the Air Treatment industry. The quality of the report, the research specialist’s willingness to solve my queries exceeded my expectations. I would definitely recommend ReportLinker for in-depth industry information.

Mariana Mendoza

Global Platform Senior Manager at
Whirlpool Corporation

Thanks! I like what you've provided and will certainly come back if I need to do further research works.

Bee Hin Png

CEO at
LDR Pte Ltd

The research specialist advised us on the best content for our needs and provided a great report and follow-up, thanks very much we shall look at ReportLinker in the future.

Kate Merrick

Global Marketing Manager at
Eurotherm by Schneider Electric

Purchase Reports From Reputable Market Research Publishers

HNW Offshore Investment: Drivers and Motivations 2017

  • $ 5250
  • Industry report
  • April 2017
  • by GlobalData

HNW Offshore Investment: Drivers and Motivations 2017 Summary At a global level, 18.7% of HNW wealth is invested outside one’s country of residence. Almost a quarter of these assets are offshored fo ...

Wealth in India: HNW Investors 2017

  • $ 3450
  • Industry report
  • May 2017
  • by GlobalData

Wealth in India: HNW Investors 2017 Summary Serving the Indian HNW investor market means understanding the pressures of family wealth. Whether this wealth is derived from family business or inheritance, ...

Wealth in Taiwan: HNW Investors 2017

  • $ 3450
  • Industry report
  • May 2017
  • by GlobalData

Wealth in Taiwan: HNW Investors 2017 Summary "Wealth in Taiwan: HNW Investors 2017", explores the investment preferences and portfolio allocation of Taiwanese HNW investors. The report is based on ou ...


ref:plp2015

Reportlinker.com © Copyright 2017. All rights reserved.

ReportLinker simplifies how Analysts and Decision Makers get industry data for their business.