Finance and wealth management
Exploring clearly bounded relationships with banks, asset and wealth managers and adjacent firms whose clients have Sweden-connected needs.
Sweden ↔ California
I work with opportunities where Swedish knowledge, relationships and an international business perspective can contribute to technology, life sciences, creative industries, clean economy and Swedish–West Coast relationships. Across markets, the broad priorities are finance, IT and services for international people and companies; asset and wealth managers are an especially relevant part of the finance category.
California · United States


California · United States
California is relevant where technology, life sciences, creative industries and new business models meet. A useful Sweden connection starts with a specific product, customer or proposition rather than a broad West Coast ambition.
The first conversation is about the opportunity, the people involved and why Sweden matters. If there is a clear fit, the next step may involve market context, a relevant introduction, proposition development or a more active strategic role.
Meeting times can be coordinated with Pacific Time. Work is led from Sweden and can begin remotely.
Exploring clearly bounded relationships with banks, asset and wealth managers and adjacent firms whose clients have Sweden-connected needs.
Adding Swedish market and professional-workflow context to selected products and propositions.
Helping shape a service or relationship for clients whose work, ownership, assets or family needs span Sweden and the United States.
Preparing introductions or advisory participation when both parties have a credible reason to work together.
A Sweden–California conversation starts with the organisation, opportunity, intended audience and the relationship or perspective being sought. From there, Simon can assess the most useful format for the next step.
Legal services
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.
Keep exploring
Explore the priority area, review public sources or deepen the market context before presenting your idea.
Trust, workflow context and focused market learning for professional technology.
↗02Priority areaA clear partnership route for firms serving clients with Swedish and international connections.
↗03InsightsPractical questions about business relationships, local markets, technology and cross-border collaboration.
↗Next step
Share a short description of your organisation, opportunity and the relationship you hope to build.
Email, telephone or a booked meeting. Simon normally replies within 24 hours.