Wealth Insider
Wealth Insider
Podcast Description
This is where industry meets insight. We sit down for honest, engaging conversations with voices from every corner of the financial world. Together, we explore the trends, strategies, and partnerships shaping the future of wealth management. Whether you're managing portfolios, scaling a business, or powering the systems behind it all, Wealth Insider brings you closer to the people and ideas that are moving the industry forward.
Podcast Insights
Content Themes
The podcast centers on wealth management, technology in finance, and digital transformation with episodes such as 'Future-Proofing Wealth Management with Technology' discussing how technology reshapes client experiences and portfolio strategies. Specific focus areas include the impact of fintech innovations and practical advice for wealth managers adapting to digital tools.
This is where industry meets insight. We sit down for honest, engaging conversations with voices from every corner of the financial world. Together, we explore the trends, strategies, and partnerships shaping the future of wealth management. Whether you’re managing portfolios, scaling a business, or powering the systems behind it all, Wealth Insider brings you closer to the people and ideas that are moving the industry forward.
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.
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