Wealth in Sweden: HNW Customers

Wealth in Sweden: HNW Customers

  • Products Id :- 231026
  • |
  • Pages: 44
  • |
  • |
  • |
  Request for Sample Report
  Request A Quote

Executive 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.


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.

Read More

Contact Us:
Ken Research
Ankur Gupta, Head Marketing & Communications


Single User License:
Report can be used by individual purchaser only

Site License:
Report can be shared by unlimited users within one corporate location, e.g. a regional office

Corporate User License:
Report can be shared globally by unlimited users within the purchasing corporation e.g. all employees of a single company

To know more information on Purchase by Section, please send a mail to sales [@] kenresearch.com

select a license
Single User License
USD 3450 INR 247848
Site License
USD 6900 INR 495696
Corporate User License
USD 10350 INR 743544



An excellent provider. Thorough, precise and outstanding insight. They drill down to what we need and their reports are effective at integrating text with supporting graphics and charts. Their reports are a great resource to go back too. ...

Coherent, high-quality, thoroughly-researched reports. We received a very quick response to all our queries which eventually expedited the entire process....

Well structured, the insights they shared with us were very helpful and reliable. Their timely assistance make their services invaluable to us. I would highly recommend them and would definitely use them again in the future if needed...

The report sent to us was on the point, and its information was quite extensive, well structured, and well researched. More importantly what we valued was your response time and professionalism. As a leading global consulting firm, our clients expect high quality deliverables in short periods of time, so a reliable research partner is essential. For the price that you have charged the quality of your services were exceptional. We look forward to continue our relationship with your team on future engagements....

This is with regards to your report on India PVC pipes and fitting market outlook industry outlook to 2019. This is a very well written report and accept my compliments on the same.... ...

Ken Research Private Limited, Unit 14, Tower B3, Spaze I Tech Business Park, Sohna Road, sector 49
     Gurgaon, Haryana - 122001, India


Company Brochure

Engage with Us

sales [@] kenresearch.com