The Swedish Trust - Introduction

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The Swedish Trust is an integrated trust and wealth management company that provides solutions for an optimal strategy tailored to an individual client’s profile, objectives and time horizon.
We will create a suitable and profitable asset allocation comprising the most appropriate method of implementation that includes a variety of products and vehicles.
One of the important purposes of this document is to establish a clear understanding between you as the client and The Swedish Trust as an advisor and manager of your assets held in trust and identify investment goals, objectives and management policies applicable to the Investor’s investment portfolio. We will summarize your goals and set forth an attractive philosophy, strategy and implementation plan to help you reach them. We will review your portfolio on a regular and consistent basis, and make adjustments as required to be certain it reflects any changes in your financial situation.

The Swedish Trust is a fully licensed, boutique trust and investment management specialist that provides bespoke and customized solutions to our clients. We are officially registered and fully compliant in Sweden, a country with international respect and wide recognition, not only throughout Europe but also throughout the world. We currently serve over 1,000 clients from different parts of the world and have assets under management of a few hundred million dollars.
The Swedish Trust - Your Trusted Partner

Our team is led by specialists that have many years of experience in generating attractive returns for clients. We are officially registered as a Professional Trustee in accordance with the Money Laundering and Terrorist Financing Prevention Act 2017:630 (AML/CFT Compliance) with the Stockholm County Administrative Board as Supervisory Authority for AML/CFT purposes. The Swedish Trust manages assets held in Trusts structured under various jurisdictions. Our passion and expertise is providing attentive trust and wealth management services on asset allocation and asset management.
We pride ourselves on our service and financial advice proposition. We are independent, meaning that we are not beholden to any other financial institution and do not accept rebates or commissions.

The Swedish Trust is an integrated trust and wealth management company that provides solutions drawing from years of experience working with high net worth individuals and leading financial institutions internationally, including The Middle East, London, New York, Hong Kong and Japan, and our services continue to succeed in the delivery of a range of financial services with a strong emphasis on risk management for affluent clients. As a professional investment management company, we can manage a variety of assets.

Unified, Managed in-house Capability
Optimized Personal Strategic Trust Strategy & Asset Allocation
Diversification in Separate Asset Classes
Tax-efficient Approach
Portfolio Implementation
In-house specialist Portfolio Managers
We manage this by creating a mutually agreeable investment plan with an above-market rate of returns.
There are no limits on the number of clients or amounts we can manage. Such assets may include cash, diamonds, cryptocurrencies, real estate, and others. We believe there is no open standard investment strategy. Rather, each strategy is tailored to specifically address the needs and expectations of our clients, and balancing this with the possible rewards and opportunities in the market. We will assess, simplify, and coordinate all of your financial affairs.

Our Unique Approach & Advantages:

We look at the big picture to define your entire financial landscape and then leverage our in-house wealth management philosophy and a proprietary Asset Management Platform to efficiently build, manage, monitor and control every aspect of your portfolios, while appropriately balancing your goals and risk tolerance. The result is a holistic wealth management solution that combines boutique-level client services, institutional caliber portfolio management, and leading-edge technology to help you achieve all of your long-term goals.

Wealth and asset management is a big business. The Boston Consulting Group estimated there were US$89 trillion of global assets under management (AUM) in 2019.1 As long as that amount continues to grow, asset and private wealth management will grow right along with it.
Wealth management is one part of the financial industry. Professionals who work in this discipline combine investment advice with other financial services tailored to wealthy clients. These individuals discuss their financial situation and goals with wealth managers and financial advisers who, in turn, make suggestions on different investment vehicles.
Wealth managers like The Swedish Trust incorporate financial planning with tax services, help target significant life purchases, and offer estate planning and trust services.
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Management
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