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.
Independent family offices are gaining momentum as wealthy families demand greater transparency, objectivity, and long-term thinking. In this episode of Wealth Insider, Frits Moonen, Founding Partner of Momentum Family Office, joins Christian Lindvall to discuss how separating advice from products is reshaping the family office landscape. Frits shares what led him from a career in private banking to founding Momentum, how the firm has grown to advise more than 130 wealthy families in just seven years, and why independence, aligned incentives, and data-driven decision-making are becoming critical in modern wealth advice. Learn more about Performativ at performativ.com and about Momentum Family Office at momentumfo.com. If you enjoyed this episode, please subscribe and leave a review.
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