Sweden Wealth Management: HNW Investors 2026

This report analyzes the investment preferences and portfolio allocation of Sweden's HNW individuals. It profiles HNW investors in terms of their demographics, examines the allocation of HNW investors’ portfolios, analyzes their propensity to invest offshore, and explores product and service demand among the country's HNW investors.

Sweden’s high-net-worth (HNW) demographic is predominantly male, but female representation is growing. Expats represent a minor proportion of Sweden’s HNW population, attracted by factors such as retirement, tax efficiencies, and job transfers. Meanwhile, offshore investments are crucial for Swedish HNW investors, with tax efficiencies and better investment opportunities abroad acting as key drivers.

Report Scope

• Discretionary mandates have the highest allocation in the average Swedish HNW portfolio, with strong forecast demand.
• Equities are the key asset class within Swedish HNWs’ portfolios.
• Switzerland, Germany, and Luxembourg are key booking centers for Swedish HNWs’ offshore investments.

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 the current and future demand for different asset classes among HNW individuals.
• Develop your service proposition to match the demand expressed by Swedish HNW investors and react proactively to forecast changes in demand.