Performativ

Security has become part of the operational foundation of wealth management. Not only because of regulation or internal governance requirements, but because expectations around infrastructure have changed with time. Platforms are more connected, workflows are more distributed, and access to data now happens across teams, devices, and locations📍 That changes the standard for how systems are expected to operate behind the scenes. Controls around access, visibility, authentication, and monitoring are no longer secondary considerations. They influence how organizations manage operational risk, maintain oversight, and build confidence with clients and partners over time. IP whitelisting, access control structures, audit logs, and two-factor authentication all play a role in creating a more secure and controlled operating environment. #WealthManagement #Security #Performativ

4️⃣0️⃣ years of asset management and three key decisions that defined everything. Bo Almar Knudsen, CEO & Portfolio Manager at C WorldWide Asset Management, looks back at what has shaped the firm: ⏺️ First, staying focused. A concentrated portfolio of equities, the same core approach for four decades, despite constant advice to diversify. The belief was simple: focus is what wins in competitive businesses. ⏺️ Second, going institutional early. Landing big Danish institutional clients in the 90s set the standard. If you can meet the demands of the most sophisticated clients, you can meet anyone's demands. ⏺️ Third, expanding internationally. UK, Canada, Australia, and eventually the US in 2015-16. Not everywhere, but the right places. A few decades later, and the approach hasn’t changed. 💭 From the newest episode of Wealth Insider with our host Christian Lindvall. Access the podcast via the link in the comments below. #WealthManagement #WealthInsider #Podcast

Most asset management firms don’t make it to 40 years. C WorldWide Asset Management has. The firm has spent the last four decades building an international operation at a time when many asset managers were still thinking local. That doesn't happen by accident. It takes a clear investment philosophy, the discipline to stick to it through downturns, and the ability to attract and keep the right people over time. In the next episode of Wealth Insider, Christian Lindvall sits down with Bo Almar Knudsen, CEO & Portfolio Manager at C WorldWide Asset Management, to discuss: 💭 What it actually takes to run an international asset manager. 💭 How the firm has evolved over 40 years. 💭 Where C WorldWide is heading next. 🎙️ New episode out soon. Subscribe to Wealth Insider on your preferred podcast platform to stay updated. #WealthInsider #AssetManagement #Podcast

Portfolio management systems tend to struggle with alternatives. Private equity, capital calls, uneven timelines. It’s different, and it usually shows. For Tonny Elsberg, Partner at TOBA Advice, this is where Performativ stood out. Handling one of the more complex parts of portfolio management without the extra hassle 🚀 #WealthManagement #PrivateEquity #Fintech

When Erik Bakker joined OHV in 1990, he stepped into a company shaped by decades of experience and a way of working that had been built over time. What he took from that early on was the level of trust people were given to develop ideas and follow through on them. That same mindset still shows up in how the business is run today. Moving from institutional to retail clients, expanding from pure execution into full wealth management and reviving a loan book that dates back to when Dutch capital markets ran on private debt 📚 Now, the work is in building on top of what was already a strong foundation at OHV. 🎙️ Host: Christian Lindvall #WealthManagement #WealthInsider #Podcast

This year, global AUM in wealth management is projected to reach $160 trillion. A number that says as much about growth as it does about pressure on the industry. For wealth managers, the opportunity is significant: ➡️ More wealth creation means more clients looking for sophisticated, personalized advice ➡️ Investors increasingly expect a broader relationship beyond portfolio management, opening the door for deeper advisory services and stronger client retention ➡️ Firms that scale operations efficiently can grow AUM without proportionally growing headcount or operational overhead At the same time, the complexity grows with it: ➡️ Delivering personalization at scale as client expectations continue to rise ➡️ Maintaining margins while reporting, compliance, and operational demands increase ➡️ Proving value in a market where transparency and performance are under constant scrutiny As the market grows, the demands on how portfolios are managed, reported and delivered grow with it. This is exactly why modern wealth managers are rethinking the technology stack behind the client experience, and why we are helping them scale without compromising the personal advisory experience their clients expect. #WealthManagement #AssetManagement #Fintech

Needing to rely on a single point of contact can slow things down. Working with a team behind your wealth platform that responds quickly and understands what you’re trying to do is different 🧑💻 Renco van Schie, Partner & CIO at Valuedge Partners, shares how that works in practice with Performativ. Instead of one contact, they work with different specialists across our platform, depending on what’s needed. Less waiting, quicker responses, and issues handled as they come up. #WealthManagement #ClientExperience #Fintech

At OHV, portfolio construction is built around risk. Erik Bakker, CEO, shares how that shapes their approach. Markets bring a constant stream of headlines, opinions, and short-term narratives. But those aren’t what drive decisions. Instead, the focus is on predictable cash flows and a detailed view of each position. Creditworthiness of the issuer, liquidity of the portfolio, and the collateral behind the investment. It’s a process built to understand where things can go wrong first, and structure the portfolio around that. From there, returns are a result, not the starting point. Tune in to Wealth Insider to hear how this approach translates into day-to-day portfolio decisions. 🎙️ Host: Christian Lindvall #WealthManagement #AssetManagement #WealthInsider

Join us for an unforgettable evening in Stockholm alongside peers from across the Nordic wealth management ecosystem. In partnership with NIO Partners, we’re bringing our Wealth Management Mixer series to the Swedish capital for an evening of interesting conversations, valuable networking, drinks, and hors d’oeuvres. Hosted at the spectacular SoHo House, the event will bring together professionals shaping the future of wealth management in the Nordics. Don't miss out! Message us now to secure your spot.* We look forward to seeing you there. *Attendance is subject to approval. Albert Geisler Fox, Christian Lindvall, William Metcalfe, Christian Voss Pedersen, Casper Hammerich, CAIA, Amalie Malling, Pauline Damgaard Donslund #WealthManagement #Finance #Event

Starting with a new portfolio management system is a significant transition. There’s a lot to take in. For Ernst Jansen at Roemer Kamp & Partners, that’s how the experience with Performativ started out as well. But what stood out early was how quickly things felt familiar. A clean setup, easy to navigate, and enough flexibility to adjust without changing how they work overnight ⚙️ From there, it’s about exploring what’s possible. And having the right support in place when needed, from onboarding to order management, makes that process a lot smoother. #WealthManagement #PortfolioManagement #Fintech