Wealth Insider

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.

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.

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.

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.

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.

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.

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

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

"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 decadeWhich tools actually move the needle, and which are just buzzHow Valuedge scales with technology and elevates client servicePractical advice for wealth managers starting their digital transformationPredictions for 2030 and what a tech-enabled organization looks likeWhether 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: Learn more about Performativ: https://www.performativ.comDiscover Valuedge: https://www.valuedge.nlSubscribe for more honest conversations with leaders shaping the future of wealth management. New episodes coming soon! #WealthManagement #DigitalTransformation #Fintech