From Incumbent to Challenger: One Leader’s Move from Bank-Led Advice to Digital Investing

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.

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.

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.

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.

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.