Priority area · Finance

Partnerships with asset managers, wealth managers and private banks.

Finance is Simon’s priority collaboration area. Within it, credible asset and wealth-management firms are especially relevant when their clients need cross-border legal context, relocation or ownership support, international transaction coordination or the right specialist relationships.

Sweden · international

Sweden · international

Who Simon most wants to meet

Asset and fund managers

Established firms with a clear proposition, defined audience and a reason to develop Swedish or international relationships.

Private banks and wealth managers

Organisations exploring useful knowledge formats, events or partnerships for founders, owners and international families.

Family offices

Long-term organisations that value trust, cross-professional networks and carefully prepared introductions.

Adjacent specialists

Analytics, fintech, tax expertise and other complementary professions with a clear role in the collaboration.

Possible collaboration formats

Knowledge and editorial formats

Interviews, roundtables and guides built around a defined audience and a real question.

Market and partner dialogue

Prepared conversations about audiences, positioning and the relationships that are genuinely relevant in a specific market.

Events and networks

Smaller, high-quality meetings where participants have a credible mutual reason to invest time.

Strategic sounding board

A focused perspective on relationships, communication and international context.

Clear roles from the start

Any collaboration should clarify the audience, mandate, remuneration, information sharing, conflicts of interest and responsibility for each part before work begins.

What the first conversation must answer

What type of firm are you, who do you serve, where do you operate and which concrete problem should the collaboration solve? Simon also needs to understand the role you envisage and the value both parties expect to create.

Keep exploring

Explore sectors, markets and collaborations before getting in touch.

Explore the priority area, review public sources or deepen the market context before presenting your idea.

01Insights

Do you represent an asset or wealth manager with a clear collaboration idea?

Choose asset and wealth managers in the interactive guide and share the organisation, audience, market and preferred first step.

View contact options ↗

Email, telephone or a booked meeting. Simon normally replies within 24 hours.