The Wealth Insider Podcast

Bo Almar Knudsen, CEO and Portfolio Manager at C Worldwide Asset Management, shares how a long-term investment philosophy, concentrated equity portfolios, and global institutional partnerships have shaped the firm’s growth over four decades, and why human judgment and patience still matter in an increasingly technology-driven investment landscape.

Erik Bakker, CEO of OHV Vermogensbeheer, explains how a nearly 100-year-old asset manager has evolved from its roots in institutional brokerage into a modern, integrated platform, and what it takes to stay relevant through changing client expectations, new technologies, and decades of market cycles.

Digital investment platforms are reshaping how people engage with financial markets. Tine Vestergren Uldal, Country Manager for Denmark at Nordnet, explains how moving from a traditional bank to a digital challenger reflects a broader shift in investor behavior, transparency, and the future structure of wealth management.

Independent family offices are gaining ground as wealthy families demand greater transparency, objectivity, and long-term thinking. Frits Moonen, Founding Partner of Momentum Family Office, shares how separating advice from products has enabled Momentum to grow to more than 130 clients while redefining what trust in wealth management really means.

Former Saxo Bank Chief Investment Strategist Peter Garnry discusses why active fund management needs a new approach. From thematic conviction to data-driven analysis, Peter shares the philosophy behind Gesda Capital and the lessons wealth managers can take into the next decade.

Independent financial advisers are facing a turning point. As regulation tightens, client expectations shift, and AI transforms the industry, the role of the modern adviser is being rewritten. Koen Vanderhoydonk, CEO of The Connector, joins Wealth Insider to discuss how advisers across Europe can stay relevant, resilient, and ready for what comes next.

François Botha of Simple joins Wealth Insider to discuss how AI and digital tools are transforming family offices, from governance and operations to values-driven investing.

Discover how wealth and asset managers can turn regulatory reporting from a costly burden into a business advantage. Explore the challenges, solutions, and time-saving power of automation in this Wealth Insider episode.

Discover how financial entities can turn DORA compliance into a competitive advantage. Learn about the strategies, pitfalls, and the power of technology in this Wealth Insider episode.

How is AI changing wealth management? Performativ CEO Albert Geisler Fox breaks it down in Episode 2 of Wealth Insider - real use cases, trends, and what to avoid.

Future-proof wealth management by harnessing cutting-edge digital solutions to boost client engagement and efficiency, discerning mission-critical technology to drive scalable growth.