Sweden Wealth Management - High Net Worth (HNW) Investors

Sweden Wealth Management - High Net Worth (HNW) Investors

Summary

This report sizes the opportunity within Sweden's wealth market and analyzes the investment preferences, service requirements, and portfolio allocations of its HNW investors. The report is based on GlobalData's proprietary Global Wealth Managers Survey.

Sweden’s HNW population is dominated by professional males, while female HNW individuals and entrepreneurs also present lucrative target segments for wealth managers. In a highly competitive market such as this, discretionary mandates have the highest demand, yet offering a multi-service proposition underpinned by a proven ability to demonstrate returns will be key to tapping into demand. A burgeoning appetite for alternative investments coupled with increasing demand for all planning services provide arguably the most significant growth opportunities for in the foreseeable future.

Scope

• Expats constitute 18% of the local HNW population. They represent an attractive target market thanks to their more complex service requirements.
• Robo-advice accounts for 18.8% of the Swedish HNW portfolio.
• The average Swedish HNW investor offshores 42.5% of their wealth abroad. This proportion is expected to increase over the next 12 months.

Reasons to Buy

• Develop and enhance your client targeting strategies using our data on HNW profiles and sources of wealth.
• Enhance your marketing strategies and capture new clients using insights from our data on HNW investors’ asset management style preferences.
• Tailor your investment product portfolio to match current and future demand for different asset classes among HNW individuals.