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.

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.

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.

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

In this episode of Wealth Insider, Performativ CEO Albert Geisler Fox joins host Christian Lindvall to explore how artificial intelligence is transforming the financial services industry, and what that really means for wealth managers. They unpack how leading institutions are applying AI in everything from research to compliance and discuss what’s hype versus what’s actually helping organizations move faster and serve clients better. They also dig into the emotional core of wealth management, and why human connection still matters in a world of machine learning. ▶️ Topics Covered: - Real-world use cases of AI in finance and wealth management - The rise of agentic AI and back-office automation - How advisors are using AI to personalize and scale their work - Why emotional intelligence is a competitive advantage - The future skills advisors will need to succeed #WealthManagement #AI #WealthInsider

In the first episode of Wealth Insider, Christian Lindvall speaks with Renco van Schie, Partner & CIO at Valuedge, about how technology is reshaping wealth management, from improving scalability and client experience to navigating compliance and future-proofing firms. Renco shares insights from over a decade of building a tech-forward wealth management company, offering practical lessons and predictions for where the industry is headed by 2030.