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.
Building a Custodian from Scratch: The Story Behind Knox and AFS Custody Services
Building a custodian is one of the most complex challenges in financial services. It requires regulatory approval, technology infrastructure, operational resilience, and market trust. In this episode of Wealth Insider, Pieter Aartsen, Managing Director of Execution Services at AFS Group, joins Christian Lindvall to share the story behind Knox, a fully licensed Dutch custodian built from the ground up to serve independent wealth and asset managers. Pieter explains why 25 asset managers came together to create an alternative to traditional custodians, the two-year regulatory process required to secure a license, and the challenges of building a custody platform from scratch. He also discusses Knox's acquisition by AFS Group, how custody fits into AFS's broader strategy, and why deep knowledge of regulation can become a competitive advantage when building new financial infrastructure. Learn more about Performativ at performativ.com and about AFS Group at afsgroup.nl. If you enjoyed this episode, please subscribe and leave a review.
17 Jun 2026
Building Bridges Between Fintechs and Banks: 10 Years of Nordic Collaboration and Innovation
Over the past decade, the Nordics have developed one of the world's most collaborative fintech ecosystems. In this episode of Wealth Insider, Thomas Krogh Jensen, CEO of Copenhagen Fintech, joins Christian Lindvall to discuss how fintechs, banks, regulators, and investors have worked together to drive innovation across the region. As Copenhagen Fintech celebrates its 10-year anniversary, Thomas reflects on the evolution of the Nordic fintech ecosystem, the realities of fintech-bank partnerships, and why collaboration has become a competitive advantage. He also shares his perspective on embedded finance, digital infrastructure, European competitiveness, and what it will take for the Nordics to remain at the forefront of financial innovation in the decade ahead. Learn more about Performativ at performativ.com and about Copenhagen Fintech at copenhagenfintech.dk. If you enjoyed this episode, please subscribe and leave a review.
20 May 2026
Leading an International Asset Manager: 40 Years of C WorldWide Asset Management
Independent asset managers that remain focused on long-term investing through decades of market change are increasingly rare. In this episode of Wealth Insider, Bo Almar Knudsen, CEO & Portfolio Manager at C WorldWide Asset Management, joins Christian Lindvall to discuss how the firm has grown from a Scandinavian investment manager into an international asset management business serving institutional clients across global markets. Bo shares how C WorldWide has stayed committed to concentrated active investing for more than 40 years, why patience and human judgment still matter in modern markets, and how technology and AI are reshaping the investment industry without replacing long-term thinking. Learn more about Performativ at performativ.com and about C WorldWide Asset Management at cworldwide.com. If you enjoyed this episode, please subscribe and leave a review.
17 Apr 2026
Leading a Nearly 100-Year-Old Asset Manager: Inside OHV Vermogensbeheer
Nearly 100-year-old asset managers are rare, and staying relevant across decades of market change is even rarer. In this episode of Wealth Insider, Erik Bakker, CEO of OHV Vermogensbeheer, joins Christian Lindvall to discuss how one of the Netherlands’ most established independent asset managers has evolved from its roots in institutional brokerage into a modern, integrated platform serving both private and institutional clients. Erik shares how OHV has adapted to shifting client expectations, technological developments, and changing market structures, why maintaining control across the value chain remains central to the firm’s strategy, and how long-term thinking continues to shape its investment approach and leadership philosophy. Learn more about Performativ at performativ.com and about OHV at ohv.nl. If you enjoyed this episode, please subscribe and leave a review.
18 Mar 2026
From Incumbent to Challenger: One Leader’s Move from Bank-Led Advice to Digital Investing
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.
29 Jan 2026
Advising 130 Wealthy Families: Inside the Rise of Momentum Family Office
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.
11 Dec 2025
Reimagining Active Fund Management with Peter Garnry
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.
26 Nov 2025
The Future of Asset Management [SPECIAL]
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.
29 Oct 2025
The Future of Independent Financial Advice in Europe
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.
24 Sept 2025
When Legacy Meets Innovation: How AI and Technology Are Rewiring Family Offices
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.
21 Aug 2025
Untangling Regulatory Reporting in Wealth Management
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.
23 Jul 2025
Turning Regulation Into Strategy: Navigating DORA with Confidence
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
25 Jun 2025
Beyond the Buzz of AI in Finance
Performativ CEO Albert Geisler Fox joins host Christian Lindvall in an interview to examine AI's practical applications in finance, emphasizing the enduring importance of human connection in wealth management.
28 May 2025
Future-Proofing Wealth Management with Technology
Renco van Schie, Partner & CIO at Valuedge, discusses with Christian Lindvall how technology transforms wealth management, offering insights on scalability, client experience, compliance, and future-proofing firms in this interview.
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