Wealth management in the Nordics

Case study

The context

A global wealth structuring firm had expanded into the Nordic region, offering its solutions through partners. A better understanding of the challenges and high net worth investment habits in these markets was needed to inform the next stage of its plans.

What we did

In-depth interviews with active partners across Finland, Sweden and Norway working in asset management, wealth management, private banking and tax law.

How it helped

Insights revealed the actions needed to be seen as the 'go to' provider for new and existing partners in the region, including priority messaging for promotional campaigns and topics for thought-leadership content - all demonstrating commitment to partners and contributing to a strong, motivating brand presence.

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