Untangling Regulatory Reporting in Wealth Management

No wealth manager enters the industry for the love of regulatory reporting. Yet compliance is non-negotiable, and the demands only keep growing.

What if it didn’t have to be just a cost center? What if reporting could actually set you apart from the competition?

In this episode of Wealth Insider, Performativ’s Global Commercial Director Christian Lindvall speaks with Christian Lysholm, Managing Partner & Chief Commercial Officer at Qvonto. They explore how technology is transforming compliance, how firms can move away from manual reporting, and why the smartest wealth managers are turning ESG disclosures into a differentiator.

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What You’ll Learn in This Episode

• The biggest challenges wealth and asset managers face with SFDR, PRIIPs, and MiFID II
• How automation can save up to 90% of reporting time
• Why localization and multi-jurisdiction support are crucial for client trust
• How smaller firms can free up staff by outsourcing reporting tasks
• The surprising competitive advantages hidden in regulatory compliance

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Whether you’re a boutique wealth manager drowning in spreadsheets or a global firm managing hundreds of funds, this conversation will change the way you see compliance.

Watch now to learn how to make regulatory reporting work for you, instead of against you.