“So, what do you do?”

When people ask me that question at parties, I usually say I’m a forklift driver. It sounds like a fun gig and rarely requires elaboration, allowing me to focus on the 🎉.

But in reality, I work in the wealth management industry. That sounds less fun, right? Probably tedious? As the COO of a Multi-Family Office, however, I can assure you it’s not. Not at all!

It includes agility and initiative beyond aligning boxes on Powerpoint, sometimes even forcing me to see the world outside of Excel. When working ideas into business realities whilst having a schedule dictated by customer demand, no day looks the same.

To get a better understanding of what my days look like and how diverse they may be, check out this excerpt of my responsibilities, examplified using some of the material I’ve produced.

“So, what do you do?”

When people ask me that question at parties, I usually say I’m a forklift driver. It sounds like a fun gig and rarely requires elaboration, allowing me to focus on the 🎉.

But in reality, I work in the wealth management industry. That sounds less fun, right? Probably tedious? As the COO of a Multi-Family Office, however, I can assure you it’s not. Not at all!

It includes agility and initiative beyond aligning boxes on Powerpoint, sometimes even forcing me to see the world outside of Excel. When working ideas into business realities whilst having a schedule dictated by customer demand, no day looks the same.

To get a better understanding of what my days look like and how diverse they may be, check out this excerpt of my responsibilities, examplified using some of the material I’ve produced.

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Building & Maintaining Strong Brand Identity

With family offices being a relatively unknown concept in Sweden, developing a brand identity has been particularily important.

With the marketing department being myself, I found a guy with the perfect voice to read my script and met up with an old friend with a camera.

At a minimum-budget, we managed to create the perfect introductory video.

Enabling Successful External Communications

Conducting analysis and producing the communication strategies and market plans were fun and all. But without executing whatever you’ve come up with, it’s nothing but fancy documents.

In addition to curating our LinkedIn, Facebook, Vimeo and press channels, I made us a website. Containing more than a hundred pages in two languages, it enabled us to provide our target groups with everything from news to in-depth information.

Play Video
Play Video

Enabling Successful External Communications

Conducting analysis and producing the communication strategies and market plans were fun and all. But without executing whatever you’ve come up with, it’s nothing but fancy documents.

In addition to curating our LinkedIn, Facebook, Vimeo and press channels, I made us a website. Containing more than a hundred pages in two languages, it enabled us to provide our target groups with everything from news to in-depth information.

Play Video

Exceeding Investors Expectations

Whenever a client calls you to ask a question, consider yourself a giant failure and disgrace to your family name. Staying one step ahead of our clients, I make sure we provide answers to questions they don’t even have yet.

No, I’m not talking about catchup calls, fax (!) or boring e-mails. In addition to our interactive monthly letters, I keep them up to date by producing quarterly video summaries, drone footage, animations – and even virtual site visits at the portfolio properties (click the picture).

Translating Complexity into Simplicity

Sometimes I wonder if our Asset Management team comes from out of this 🌎. They speak a different language than us ordinary mortals. And that’s a good thing, or their PhD’s, CFA’s and whatnot would be for nothing. They’re incredibly smart.

To make use of that and have everybody understand, I make it easy to grasp complex matters. For instance, I’ve produced investment memorandums (one of which you can see if you make the effort to click the picture).

Translating Complexity into Simplicity

Sometimes I wonder if our Asset Management team comes from out of this 🌎. They speak a different language than us ordinary mortals. And that’s a good thing, or their PhD’s, CFA’s and whatnot would be for nothing. They’re incredibly smart.

To make use of that and have everybody understand, I make it easy to grasp complex matters. For instance, I’ve produced investment memorandums (one of which you can see if you make the effort to click the picture).

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Leveraging Human Capital & Increasing Productivity

So, what do we do again? Give advice, provide tax plans and help people with financial and legal matters. We sell knowledge.

Without even holding a degree in organizational behavior, I figured out that our most important asset is our human capital (👏👏👏).

Given that insight, I created a self-service library – giving employees access to the information they need whenever they need it.

Providing Whatever Necessary to Succeed

Exclusive credit cards, insurance solutions, legal documents – even last-minute tickets to the FIFA World Cup. Whatever clients need, I make sure to provide.

But before even having any clients to dictate most of your waking hours, you’ll need tools. I’ve supported the organization with material needed to keep ourselves busy. Clicking the picture, you’ll get access to a neat formalization of who we are and what we do.

Providing Whatever Necessary to Succeed

Exclusive credit cards, insurance solutions, legal documents – even last-minute tickets to the FIFA World Cup. Whatever clients need, I make sure to provide.

But before even having any clients to dictate most of your waking hours, you’ll need tools. I’ve supported the organization with material needed to keep ourselves busy. Clicking the picture, you’ll get access to a neat formalization of who we are and what we do.

Play Video

Making Boring Things Interesting

Diversification, market exposure, Time in the Market, high-water mark and digital trading platforms.

I’m not gonna lie: everything about wealth management isn’t sexy. But I’m doing my best to make it.

In addition to summarizing boring and internal policy documents into explainer videos graspable to employees, I’ve created simple How-To’s, FAQ’s and instructions for clients to explore. One example is the summary of how our app works, including this and many other videos.

Facilitating Learning & Improving Efficiency

As good as I am at nodding in agreement, I find it hard not to fall asleep during internal training sessions and Compliance Officer’s monologues.

To make education fun, save a ton of money, gain analysis and content control, give employees the flexibility to learn whenever best suited whilst turning a regulatory necessity into something useful; I created an internal e-learning platform.

Facilitating Learning & Improving Efficiency

As good as I am at nodding in agreement, I find it hard not to fall asleep during internal training sessions and Compliance Officer’s monologues.

To make education fun, save a ton of money, gain analysis and content control, give employees the flexibility to learn whenever best suited whilst turning a regulatory necessity into something useful; I created an internal e-learning platform.

Overwinning Regulatory Bureaucracy

Finance is one of the most heavily regulated industries. Despite working for a company with an exemplarily compliant compensation model, we’re not exempt from legal obligations.

Making sure our collection of policies and internal processes are legally up-to-date, I help produce relevant material. Investment mandates, for instance; a set of instructions laying out how a pool of assets should be invested. Click the picture to see an example.

Want to know more?

Learn more about me by completing my 24-year-long journey in less than a minute clicking here or reading about my academic experience.

Get in touch with me by talking to a bot version of myself or e-mail me at hej(at)philipsyren.se.

And yes, I do have a personal life. I spend it playing 🎾, sharing historical content, once created my own newspaper and became the youngest member of the City Council ever.

Want to know more?

Learn more about me by completing my 24-year-long journey in less than a minute clicking here or reading about my academic experience.

Get in touch with me by talking to a bot version of myself or e-mail me at hej(at)philipsyren.se.

And yes, I do have a personal life. I spend it playing 🎾, sharing historical content, once created my own newspaper and became the youngest member of the City Council ever. Another time, I even graduated college.