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Abstract wave

SFR Private Wealth

The SFR Private Wealth study is a new, regularly conducted research programme focusing on Finland’s investment company and family office market. The study was completed for the first time in spring 2026.

Private capital plays a vital role in financing innovation and enabling growth. For this reason, it is important to safeguard Finnish ownership and capital, and as a research firm, we aim to contribute to the achievement of this objective.

The SFR Private Wealth study maps the investment activities, wealth management models, service needs, service provider experiences, and views on the changing market environment of Finnish investment companies, family offices, and HNW and UHNW investors.

The study leverages SFR’s unique in-depth interview methodology, whereby investors are interviewed personally by investment industry professionals. All interviews are conducted under strict confidentiality, and no information relating to individual respondents is published or disclosed.

THE CORNERSTONES OF SFR RESEARCH

1
Independence
2
High-quality in-depth interviews
3
Respondent anonymity
4
A unique history of over 25 years
5
Investor-centric approach
6
High response rate

What does the study offer?

Comprehensive and independent analysis of the target market
Customers of our study receive an entirely unique report providing in-depth insight into the service needs of Finnish investment companies and family offices, as well as potential client segments and their expectations.


Unique client feedback
Our report offers a more detailed and comparative perspective on service quality and open client feedback than traditional customer surveys, including benchmarking against competitors. The study examines, among other things, service models across different client segments and client satisfaction with wealth management and private banking services, financial services, wealth advisory, and trading platforms.


Insight into your market perception
Our customers gain valuable insight into how investors within the study’s target group assess their brand, professional expertise, and client-centricity.

Contact us about the study