Priority area · Finance

Partnerships with wealth managers and financial advisers.

Do you represent a wealth manager, financial adviser, private bank or family office? Simon is seeking partnerships around international client needs, knowledge formats and relationships with complementary specialists. His contribution is legal context, a business perspective and prepared conversations. The responsible financial firm provides asset management and investment advice.

Book a partnership conversation

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.

Responsibilities for management and advice

Simon does not offer asset management, personal portfolio management or investment advice through this website. A partnership should identify who handles financial services, legal matters and other specialist questions.

A focused first activity could be a roundtable on recurring client questions, a dialogue about a new market or a prepared introduction. Agree the audience, roles, information sharing and any remuneration before proceeding. Individual legal work is handled through Simon’s separate legal practices.

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.

Legal services

Choose the right legal route.

Legal enquiries are handled separately from partnership proposals. The Swedish firm covers Swedish and Europe-connected matters; Swedish Inheritance is the English-language route for U.S. families with Swedish estate matters.

Swedish law firmJuristbyrå Simon DicksvedSwedish estates and international inheritance matters connected to Sweden and Europe, handled from Stockholm.Visit the Swedish law firm↗United States · SwedenSwedish InheritanceSwedish estate administration for U.S. families, with guides for New York, California, Florida, Texas and Washington, plus help from other states.Visit Swedish Inheritance↗

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.

01Partnership checklist

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

Book an initial conversation and describe your firm, client group, countries involved and the question you would like to explore together.

View contact options ↗

Telephone or a meeting booked through Calendly.