https://simplecast.com Wealth Insider This is where industry meets insight. We sit down for honest, engaging conversations with voices from every corner of the financial world. Together, we explore the trends, strategies, and partnerships shaping the future of wealth management. Whether you're managing portfolios, scaling a business, or powering the systems behind it all, Wealth Insider brings you closer to the people and ideas that are moving the industry forward. 2025 Performativ ApS en Wed, 18 Mar 2026 10:00:00 +0000 Wed, 18 Mar 2026 10:00:15 +0000 https://wealth-insider.simplecast.com Wealth Insider https://image.simplecastcdn.com/images/28c56526-4ee4-452e-8eba-85b0fe3c7363/24013da4-c535-4cdb-b944-d2e909b1e734/3000x3000/wealth-20insider-podcast-20cover-20image-3000-3000px.jpg?aid=rss_feed https://wealth-insider.simplecast.com episodic This is where industry meets insight. We sit down for honest, engaging conversations with voices from every corner of the financial world. Together, we explore the trends, strategies, and partnerships shaping the future of wealth management. Whether you're managing portfolios, scaling a business, or powering the systems behind it all, Wealth Insider brings you closer to the people and ideas that are moving the industry forward. Performativ false https://feeds.simplecast.com/CalxRghk asset management, investment management, performativ, wealth insider, portfolio management, portfolio management system, wealth management, wealth management platform, wealth management software Performativ 1a806a81-7c0b-427c-b8df-547a2025f0f0 From Incumbent to Challenger: One Leader’s Move from Bank-Led Advice to Digital Investing Wed, 18 Mar 2026 10:00:00 +0000 Christian Lindvall, Tine Vestergren Uldal https://wealth-insider.simplecast.com/episodes/from-incumbent-to-challenger-one-leaders-move-from-bank-led-advice-to-digital-investing-6CXXUEnx From Incumbent to Challenger: One Leader’s Move from Bank-Led Advice to Digital Investing Christian Lindvall, Tine Vestergren Uldal 00:26:38 Digital investment platforms are reshaping how people engage with financial markets. In this episode of Wealth Insider, Tine Vestergren Uldal, Country Manager for Denmark at Nordnet, joins Christian Lindvall to discuss her move from Nordea to one of the Nordic region’s leading digital investing platforms. Tine shares what the transition from a traditional bank to a digital challenger reveals about the structural shift from advisory-led wealth management to platform-driven investing, how investor behavior is evolving, and why transparency, simplicity, and technology are becoming increasingly important in modern wealth management. Learn more about Performativ at performativ.com and about Nordnet at nordnet.dk. If you enjoyed this episode, please subscribe and leave a review. Digital investment platforms are reshaping how people engage with financial markets. In this episode of Wealth Insider, Tine Vestergren Uldal, Country Manager for Denmark at Nordnet, joins Christian Lindvall to discuss her move from Nordea to one of the Nordic region’s leading digital investing platforms. Tine shares what the transition from a traditional bank to a digital challenger reveals about the structural shift from advisory-led wealth management to platform-driven investing, how investor behavior is evolving, and why transparency, simplicity, and technology are becoming increasingly important in modern wealth management. Learn more about Performativ at performativ.com and about Nordnet at nordnet.dk. If you enjoyed this episode, please subscribe and leave a review. nordea, asset management, investing, wealth management, nordnet, digital investing, banking, wealth insider false full 9 c4dd3c52-971b-4f58-b23b-12064b9d739c Advising 130 Wealthy Families: Inside the Rise of Momentum Family Office Thu, 29 Jan 2026 07:00:00 +0000 Frits Moonen, Christian Lindvall https://wealth-insider.simplecast.com/episodes/advising-130-wealthy-families-inside-the-rise-of-momentum-family-office-__f_c3Pv Advising 130 Wealthy Families: Inside the Rise of Momentum Family Office Frits Moonen, Christian Lindvall 00:37:16 Independent family offices are gaining momentum as wealthy families demand greater transparency, objectivity, and long-term thinking. In this episode of Wealth Insider, Frits Moonen, Founding Partner of Momentum Family Office, joins Christian Lindvall to discuss how separating advice from products is reshaping the family office landscape. Frits shares what led him from a career in private banking to founding Momentum, how the firm has grown to advise more than 130 wealthy families in just seven years, and why independence, aligned incentives, and data-driven decision-making are becoming critical in modern wealth advice. Learn more about Performativ at performativ.com and about Momentum Family Office at momentumfo.com. If you enjoyed this episode, please subscribe and leave a review. Independent family offices are gaining momentum as wealthy families demand greater transparency, objectivity, and long-term thinking. In this episode of Wealth Insider, Frits Moonen, Founding Partner of Momentum Family Office, joins Christian Lindvall to discuss how separating advice from products is reshaping the family office landscape. Frits shares what led him from a career in private banking to founding Momentum, how the firm has grown to advise more than 130 wealthy families in just seven years, and why independence, aligned incentives, and data-driven decision-making are becoming critical in modern wealth advice. Learn more about Performativ at performativ.com and about Momentum Family Office at momentumfo.com. If you enjoyed this episode, please subscribe and leave a review. finance, financial services, momentum family office, asset management, family office, wealth management, fintech, performativ, banking, wealth insider, financial advice, multi family office false full 8 b6430f99-c8ff-4ce4-9ddc-d4617f549f3d Reimagining Active Fund Management with Peter Garnry Thu, 11 Dec 2025 06:00:00 +0000 Peter Garnry, Christian Lindvall https://wealth-insider.simplecast.com/episodes/reimagining-active-fund-management-with-peter-garnry-iDrfw3jX Reimagining Active Fund Management with Peter Garnry Peter Garnry, Christian Lindvall 00:27:29 Active fund management has struggled in recent years, but is the industry using the wrong approach? In this episode of Wealth Insider, Peter Garnry, former Chief Investment Strategist at Saxo Bank and now CEO & Co-founder of Gesda Capital, joins Christian Lindvall to discuss why he believes active investing needs to be reimagined. Peter shares what led him from a long career at Saxo to launching a high-conviction equity fund, how Gesda Capital combines thematic insight with data-driven analysis, and where active strategies can add value in today’s wealth management landscape. Learn more about Performativ at performativ.com and about Gesda Capital at gesdacapital.com. If you enjoyed this episode, please subscribe and leave a review. Active fund management has struggled in recent years, but is the industry using the wrong approach? In this episode of Wealth Insider, Peter Garnry, former Chief Investment Strategist at Saxo Bank and now CEO & Co-founder of Gesda Capital, joins Christian Lindvall to discuss why he believes active investing needs to be reimagined. Peter shares what led him from a long career at Saxo to launching a high-conviction equity fund, how Gesda Capital combines thematic insight with data-driven analysis, and where active strategies can add value in today’s wealth management landscape. Learn more about Performativ at performativ.com and about Gesda Capital at gesdacapital.com. If you enjoyed this episode, please subscribe and leave a review. portfolio management, asset management, investing, investment management, wealth management, invest, wealth insider, wealth management software false full 7 cdf6ca80-bfa4-4043-a82a-acf15d72a5e1 The Future of Asset Management [SPECIAL] Wed, 26 Nov 2025 05:00:00 +0000 Jesper Kirstein, Jacob Dahl, Christian Lindvall https://wealth-insider.simplecast.com/episodes/the-future-of-asset-management-special-SrHBGED9 The Future of Asset Management [SPECIAL] Jesper Kirstein, Jacob Dahl, Christian Lindvall 00:58:53 The asset management industry is at a turning point. In this special episode, recorded live in studio, Christian Lindvall is joined by Jesper Kirstein, founder and former CEO of Kirstein A/S, and Jacob Dahl, Senior Partner Emeritus at McKinsey & Company, to unpack what’s next for asset managers. Together, they explore the forces reshaping the industry - from technology and regulation to leadership and scale - and share their personal experiences, honest views, and ideas for how firms can stay competitive in a fast-changing landscape. Learn more about Performativ at performativ.com. If you enjoyed this episode, please subscribe and leave a review. The asset management industry is at a turning point. In this special episode, recorded live in studio, Christian Lindvall is joined by Jesper Kirstein, founder and former CEO of Kirstein A/S, and Jacob Dahl, Senior Partner Emeritus at McKinsey & Company, to unpack what’s next for asset managers. Together, they explore the forces reshaping the industry - from technology and regulation to leadership and scale - and share their personal experiences, honest views, and ideas for how firms can stay competitive in a fast-changing landscape. Learn more about Performativ at performativ.com. If you enjoyed this episode, please subscribe and leave a review. portfolio management, asset management, investment management, wealth management false bonus 13dc743b-9e60-4609-90ec-f31d8d81e35e The Future of Independent Financial Advice in Europe Wed, 29 Oct 2025 08:00:00 +0000 Koen Vanderhoydonk, Christian Lindvall https://wealth-insider.simplecast.com/episodes/future-independent-financial-advice-europe-s8dwTJ7D The Future of Independent Financial Advice in Europe Koen Vanderhoydonk, Christian Lindvall 00:23:01 Independent financial advisers are the backbone of Europe’s wealth landscape. But in a market shaped by new regulations, changing client expectations, and rapid technological progress, how can they remain resilient and client-centric? In this episode of Wealth Insider, Koen Vanderhoydonk, CEO of The Connector, sits down with Christian Lindvall to explore the future of independent financial advice in Europe. From evolving business models and cross-border consolidation to the impact of AI and the growing importance of operational excellence, Koen shares his insights on what defines success for advisers in 2025 and beyond. Learn more about Performativ at performativ.com and about The Connector at jointheconnector.com. If you enjoyed this episode, please subscribe and submit a review. Independent financial advisers are the backbone of Europe’s wealth landscape. But in a market shaped by new regulations, changing client expectations, and rapid technological progress, how can they remain resilient and client-centric? In this episode of Wealth Insider, Koen Vanderhoydonk, CEO of The Connector, sits down with Christian Lindvall to explore the future of independent financial advice in Europe. From evolving business models and cross-border consolidation to the impact of AI and the growing importance of operational excellence, Koen shares his insights on what defines success for advisers in 2025 and beyond. Learn more about Performativ at performativ.com and about The Connector at jointheconnector.com. If you enjoyed this episode, please subscribe and submit a review. portfolio management, asset management, investment management, wealth management, technology, fintech, ai, agentic ai, financial advice false full 6 925a215e-c288-4178-8b16-acd4f07c42ab When Legacy Meets Innovation: How AI and Technology Are Rewiring Family Offices Wed, 24 Sep 2025 06:00:00 +0000 Francois Botha, Christian Lindvall https://wealth-insider.simplecast.com/episodes/innovation-ai-family-offices-Gi9ULtJB When Legacy Meets Innovation: How AI and Technology Are Rewiring Family Offices Francois Botha, Christian Lindvall 00:30:07 Family offices are transforming fast. In this episode of Wealth Insider, host Christian Lindvall speaks with François Botha, Founder and CEO of Simple, the global knowledge platform and ecosystem builder for family offices, about how AI and digital tools are reshaping the way private wealth is structured, managed, and passed on. They discuss why tech adoption has been slow, how AI can augment rather than replace people, the operational blind spots many offices face, and the rise of values-driven wealth owners. Whether you're running a family office or advising one, this episode offers sharp insights into the future of legacy and innovation. Learn more about Performativ at performativ.com and about Simple at andsimple.co. If you found this useful, please like, subscribe, and share. Family offices are transforming fast. In this episode of Wealth Insider, host Christian Lindvall speaks with François Botha, Founder and CEO of Simple, the global knowledge platform and ecosystem builder for family offices, about how AI and digital tools are reshaping the way private wealth is structured, managed, and passed on. They discuss why tech adoption has been slow, how AI can augment rather than replace people, the operational blind spots many offices face, and the rise of values-driven wealth owners. Whether you're running a family office or advising one, this episode offers sharp insights into the future of legacy and innovation. Learn more about Performativ at performativ.com and about Simple at andsimple.co. If you found this useful, please like, subscribe, and share. asset management, family office, wealth management platform, investing, investment management, wealth management, invest, technology, innovation, ai false full 5 d48c20b1-dc7a-4763-beed-7f50fff31a00 Untangling Regulatory Reporting in Wealth Management Thu, 21 Aug 2025 07:08:46 +0000 Christian Lysholm, Christian Lindvall https://wealth-insider.simplecast.com/episodes/untangling-regulatory-reporting-JEge1Fbb Untangling Regulatory Reporting in Wealth Management Christian Lysholm, Christian Lindvall 00:23:16 Regulatory reporting doesn’t have to be a burden. Learn how to automate ESG and compliance workflows, reduce manual work, and turn reporting into a real advantage. In this episode of Wealth Insider, Performativ’s Global Commercial Director Christian Lindvall talks with Christian Lysholm, Managing Partner & Chief Commercial Officer at Qvonto, about the practical steps wealth and asset managers can take to simplify reporting and improve client outcomes. They discuss the biggest challenges with SFDR, PRIIPs, and MiFID II, how automation can save up to 90% of reporting time, why localization and multi-jurisdiction support matter for trust, how smaller firms can free up staff for client work, and how to position compliance as a competitive advantage. Learn more about Performativ at performativ.com and about Qvonto at qvonto.com. If you found this useful, please like, subscribe, and share. Regulatory reporting doesn’t have to be a burden. Learn how to automate ESG and compliance workflows, reduce manual work, and turn reporting into a real advantage. In this episode of Wealth Insider, Performativ’s Global Commercial Director Christian Lindvall talks with Christian Lysholm, Managing Partner & Chief Commercial Officer at Qvonto, about the practical steps wealth and asset managers can take to simplify reporting and improve client outcomes. They discuss the biggest challenges with SFDR, PRIIPs, and MiFID II, how automation can save up to 90% of reporting time, why localization and multi-jurisdiction support matter for trust, how smaller firms can free up staff for client work, and how to position compliance as a competitive advantage. Learn more about Performativ at performativ.com and about Qvonto at qvonto.com. If you found this useful, please like, subscribe, and share. reporting, report, regulation, asset management, sfdr, wealth management platform, compliance, mifid, investing, investment management, wealth management, wealth management software, pripps false full 4 2e6c4e99-a3ea-4627-bced-521ada5d9b90 Turning Regulation Into Strategy: Navigating DORA with Confidence Wed, 23 Jul 2025 08:09:51 +0000 Marissa Weiss, Christian Lindvall https://wealth-insider.simplecast.com/episodes/dora-regulation-strategy-HmOGz2yF Turning Regulation Into Strategy: Navigating DORA with Confidence Marissa Weiss, Christian Lindvall 00:24:40 Operational resilience is no longer optional. In this episode of Wealth Insider, Christian Lindvall sits down with Marissa Weiss, Commercial Partnerships Manager at Performativ and DORAedge Product Specialist, to unpack what the Digital Operational Resilience Act (DORA) really demands of financial institutions, and how they can turn regulatory obligations into a strategic advantage. You’ll learn: - What DORA requires of all 22,000+ regulated EU financial entities - The key pillars of compliance: ICT risk, incident reporting, third-party management, and more - How leading firms are leveraging technology to meet reporting and governance requirements - Why compliance isn’t a one-off project but a continuous, cross-functional effort - How Performativ’s DORAedge platform helps bridge the gap between policy and practice Learn more at doraedge.com. Subscribe to Wealth Insider where you get your podcasts or visit performativ.com for more conversations from inside the world of wealth management. #DORA #WealthManagement #FinancialRegulation Operational resilience is no longer optional. In this episode of Wealth Insider, Christian Lindvall sits down with Marissa Weiss, Commercial Partnerships Manager at Performativ and DORAedge Product Specialist, to unpack what the Digital Operational Resilience Act (DORA) really demands of financial institutions, and how they can turn regulatory obligations into a strategic advantage. You’ll learn: - What DORA requires of all 22,000+ regulated EU financial entities - The key pillars of compliance: ICT risk, incident reporting, third-party management, and more - How leading firms are leveraging technology to meet reporting and governance requirements - Why compliance isn’t a one-off project but a continuous, cross-functional effort - How Performativ’s DORAedge platform helps bridge the gap between policy and practice Learn more at doraedge.com. Subscribe to Wealth Insider where you get your podcasts or visit performativ.com for more conversations from inside the world of wealth management. #DORA #WealthManagement #FinancialRegulation finance, regulation, asset management, dora, compliance, wealth management, fintech false full 3 8c9e505c-dc2c-4f89-8a94-7b6108ca039a Beyond the Buzz of AI in Finance Wed, 25 Jun 2025 14:10:33 +0000 Albert Geisler Fox, Christian Lindvall https://wealth-insider.simplecast.com/episodes/beyond-the-buzz-of-ai-in-finance-wealth-insider-ep-2-u1dkAQ1g Beyond the Buzz of AI in Finance Albert Geisler Fox, Christian Lindvall 00:23:58 In this episode of Wealth Insider, Performativ CEO Albert Geisler Fox joins host Christian Lindvall to explore how artificial intelligence is transforming the financial services industry, and what that really means for wealth managers. They unpack how leading institutions are applying AI in everything from research to compliance and discuss what’s hype versus what’s actually helping organizations move faster and serve clients better. They also dig into the emotional core of wealth management, and why human connection still matters in a world of machine learning. ▶️ Topics Covered: - Real-world use cases of AI in finance and wealth management - The rise of agentic AI and back-office automation - How advisors are using AI to personalize and scale their work - Why emotional intelligence is a competitive advantage - The future skills advisors will need to succeed #WealthManagement #AI #WealthInsider In this episode of Wealth Insider, Performativ CEO Albert Geisler Fox joins host Christian Lindvall to explore how artificial intelligence is transforming the financial services industry, and what that really means for wealth managers. They unpack how leading institutions are applying AI in everything from research to compliance and discuss what’s hype versus what’s actually helping organizations move faster and serve clients better. They also dig into the emotional core of wealth management, and why human connection still matters in a world of machine learning. ▶️ Topics Covered: - Real-world use cases of AI in finance and wealth management - The rise of agentic AI and back-office automation - How advisors are using AI to personalize and scale their work - Why emotional intelligence is a competitive advantage - The future skills advisors will need to succeed #WealthManagement #AI #WealthInsider portfolio management, asset management, wealth management platform, portfolio management system, investing, investment management, wealth management, invest, fintech, wealth insider, wealth management software false full 2 43c08c24-3e1d-4b82-9aab-68a5fe5294d5 Future-Proofing Wealth Management with Technology "Technology isn’t just supporting wealth management, it’s reshaping it." 

In this premiere episode of Wealth Insider, Christian Lindvall (Global Commercial Director, Performativ) sits down with Renco van Schie, Partner & CIO at Valuedge, to explore how technology is transforming the wealth management landscape, from portfolio scalability to client experience. 

What you’ll learn in this episode: 

  • How tech has changed wealth management over the past decade
  • Which tools actually move the needle, and which are just buzz
  • How Valuedge scales with technology and elevates client service
  • Practical advice for wealth managers starting their digital transformation
  • Predictions for 2030 and what a tech-enabled organization looks like

Whether you’re a CIO, advisor, or platform builder, this episode brings you real-world insight from an organization that’s embracing innovation head-on. 

Resources: 

Subscribe for more honest conversations with leaders shaping the future of wealth management. New episodes coming soon! 

#WealthManagement #DigitalTransformation #Fintech

]]> Wed, 28 May 2025 14:23:08 +0000 Renco van Schie, Christian Lindvall https://wealth-insider.simplecast.com/episodes/future-wealth-management-TrXaSYho "Technology isn’t just supporting wealth management, it’s reshaping it." 

In this premiere episode of Wealth Insider, Christian Lindvall (Global Commercial Director, Performativ) sits down with Renco van Schie, Partner & CIO at Valuedge, to explore how technology is transforming the wealth management landscape, from portfolio scalability to client experience. 

What you’ll learn in this episode: 

  • How tech has changed wealth management over the past decade
  • Which tools actually move the needle, and which are just buzz
  • How Valuedge scales with technology and elevates client service
  • Practical advice for wealth managers starting their digital transformation
  • Predictions for 2030 and what a tech-enabled organization looks like

Whether you’re a CIO, advisor, or platform builder, this episode brings you real-world insight from an organization that’s embracing innovation head-on. 

Resources: 

Subscribe for more honest conversations with leaders shaping the future of wealth management. New episodes coming soon! 

#WealthManagement #DigitalTransformation #Fintech

]]> Future-Proofing Wealth Management with Technology Renco van Schie, Christian Lindvall 00:21:58 In the first episode of Wealth Insider, Christian Lindvall speaks with Renco van Schie, Partner & CIO at Valuedge, about how technology is reshaping wealth management, from improving scalability and client experience to navigating compliance and future-proofing firms. Renco shares insights from over a decade of building a tech-forward wealth management company, offering practical lessons and predictions for where the industry is headed by 2030. In the first episode of Wealth Insider, Christian Lindvall speaks with Renco van Schie, Partner & CIO at Valuedge, about how technology is reshaping wealth management, from improving scalability and client experience to navigating compliance and future-proofing firms. Renco shares insights from over a decade of building a tech-forward wealth management company, offering practical lessons and predictions for where the industry is headed by 2030. asset management, wealth management platform, investment management, wealth management, wealth insider, wealth management software false full 1