Exceed and the appeal of fixed income in Sweden

Concentrating on issuer diversification when selecting structured products and offering a broad range of products to clients has been a core focus for Exceed, an independent distributor in Sweden. Sarah Nowakowska speaks to chief investment officer Daniel Somos about the appeal of fixed-income exposure

daniel-somos chief investment strategist at exceed
Daniel Somos

Based in Sweden with six offices across the country, Exceed is an independent company that caters for the needs of Swedish high-net-worth investors, as well as small and medium-sized enterprises. Set up in 2002, the company now boasts assets under discretionary management of Skr400 million ($57.4 million) while providing investment advice on around Skr5 billion.

When it comes to choosing structured product providers, Exceed's constant evaluation of banks, fund and insurance companies constitutes

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