Wealth Insider

Future-Proofing Wealth Management with Technology

Episode Summary

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.

Episode Notes

"Technology isn’t just supporting wealth management, it’s reshaping it." 

In this premiere episode of Wealth Insider, Christian Lindvall (Global Commercial Director, Performativ) sits down with Renco van Schie, Partner & CIO at Valuedge, to explore how technology is transforming the wealth management landscape, from portfolio scalability to client experience. 

What you’ll learn in this episode: 

• How tech has changed wealth management over the past decade
• Which tools actually move the needle, and which are just buzz
• How Valuedge scales with technology and elevates client service
• Practical advice for wealth managers starting their digital transformation
• Predictions for 2030 and what a tech-enabled organization looks like

Whether you’re a CIO, advisor, or platform builder, this episode brings you real-world insight from an organization that’s embracing innovation head-on. 

Resources: 

• Learn more about Performativ: https://www.performativ.com
• Discover Valuedge: https://www.valuedge.nl

Subscribe for more honest conversations with leaders shaping the future of wealth management. New episodes coming soon! 

#WealthManagement #DigitalTransformation #Fintech