The customer comes first - The deciding factor at Aktia is a genuine interest in the customer

Meaningful partnerships do not emerge overnight. It's a journey where every conversation and every choice strengthens trust and provides a shared direction. For Christer Boström, banker Johan Broman is a partner and advisor who seamlessly integrates wealth management, banking and insurance solutions into one integrated service.

Espoo-based Christer Boström is a second-generation customer at Aktia whose journey with the bank began back in the 1970s. Boström was impressed by the motto “the customer comes first”, applied by Frey Karlsson, then President of the savings bank in Siuntio. Boström still anticipates the same level of commitment today. 

“I also received excellent service at the Tikkurila branch, which in the 1990s advised entrepreneurs on foreign trade financing and managed the paperwork of housing sales and investment properties,” he commends. 

The banker serves as a link to all services

Boström is currently a Private Banking customer at Aktia. Five years ago, Johan Broman was appointed as his banker.

”Our way of thinking aligned immediately, and, of course, sharing a common language also played a significant role. What matters most, however, is the journey we take together – as a Private Banking customer, the service I receive goes above and beyond.”

My own banker serves as a link to other specialists. The most important thing for Boström is not having to be passed from one point of contact to another. His loan arrangements and legal documents are also handled through Aktia.

“Our motto is to ‘keep the paperwork in order’. Having a will and continuing power of attorney are important regardless of age. I have received help with those as well.” 

The results speak for themselves

Boström makes use of asset management's portfolio solutions and favours insurance wrappers. He actively follows the market and also makes some investment decisions himself. Conversations with the banker set the framework for Boström’s decisions, and when the market fluctuates, his banker provides reassurance.

Boström describes himself as a conservative investor.

”We have had a steady journey, and everything has developed at the expected pace. I am happy with the result we have achieved over these years,” says Boström.

He has no major goals at the moment. 

”We will continue as before when it comes to banking. As a pensioner, I focus on my hobbies: travelling to Italy, learning Italian and producing music in my own studio.”  

 
The deciding factor is a genuine interest in the customer

The work of a private banker combines banking services, goal-oriented wealth management and insurance solutions. When these are aligned with the customer's needs, the whole is more than the sum of its parts.

”We build a strategy that not only optimises returns but also considers the customer's risk profile, life situation and long-term goals,” Broman emphasises.

He likens himself to a conductor. The orchestra typically includes an asset manager, a lawyer, a financial specialist, tax experts from the Wealth Planning team, and the Back Office team.

“The strengths in Aktia’s model include an overall vision, a close customer relationship, easy access to specialists, and a large wealth management team. All this expertise can be found under the same roof.”

Broman describes his cooperation with Boström as an advanced partnership. He refers to himself as a trusted advisor.

“Everything is built on trust: I stay close, respond, listen, and keep everything on track. It is the foundation for our cooperation. The customer comes first."

Johan Broman and Christer Boström