Associated Partner

• Jan 2023 - Present

Financial Life Management. Leading multi family office in the Nordic region for independent advisory services for wealthy individuals and families. Established in 2000 having 400+ employees in 26 offices caretaking NOK140billion in capital under management. Check out: Formue.dk Along side... Lecturer & speaker within the fields of Private Banking, Wealth management, Investments, Paradigm shift. Financial Life Management. Leading multi family office in the Nordic region for independent advisory services for wealthy individuals and families. Established in 2000 having 400+ employees in 26 offices caretaking NOK140billion in capital under management. Check out: Formue.dk Along side... Lecturer & speaker within the fields of Private Banking, Wealth management, Investments, Paradigm shift.

Board Member

• Sep 2022 - Present

Boardposition FORMUE A/S - Financial Life Management. More than NOK 140bn AuM in 26 offices and 400+ Employees in Norway, Sweden,Denmark Check out: Formue.dk Formue.se Formue.no Boardposition FORMUE A/S - Financial Life Management. More than NOK 140bn AuM in 26 offices and 400+ Employees in Norway, Sweden,Denmark Check out: Formue.dk Formue.se Formue.no

Family Officer

• Aug 2021 - Present

Non Executive Board Member

• Apr 2020 - Present

Banque SYZ has for many years been voted "Best Private Banking Boutique" by PWM Professional Wealth Management and The Banker (both Financial Times Group) Founded in 1996 in Geneva, SYZ is a Swiss family owned focusing exclusively on wealth management via three complementary business lines: private banking, institutional asset management and private equity. The Group has substantial equity and enjoys its status as an independent company due to its family shareholding structure. Read more at: www.syzgroup.com Read more at: www.forthefuture.ch Show less

Non Executive Board Member

• Jan 2013 - Present

Chairwoman of the Board

• Jan 2004 - Present

CEO l Co-owner

• Jan 2019 - Jun 2022

Mybanker turnaround and thereafter sold in June 2022 to Schibsted/Lendo. FinTech company that develops software solutions . Mybanker turnaround and thereafter sold in June 2022 to Schibsted/Lendo. FinTech company that develops software solutions .

Non Executive Board Member

• Jan 2021 - Apr 2022

Chairwoman of the Steering Committee in the sale April 2022 of Bruun Rasmussen Auctioneers to Bonhams Auction House founded in 1793. Continued as a Trusted Advisor Family Officer. Chairwoman of the Steering Committee in the sale April 2022 of Bruun Rasmussen Auctioneers to Bonhams Auction House founded in 1793. Continued as a Trusted Advisor Family Officer.

Non Executive Board Member

• Jun 2018 - May 2021

Executive Board Member

• Jan 2015 - Apr 2018

Executive Vice President l Global Head Private Banking/Wealth Management

• Oct 2011 - Apr 2018

Responsible for Global Private Banking/Private Wealth Management activities including Family Foundations and Trustees. Stately Homes, Estates, Mansions and Castles. In addition investment advice globally for Commercial Foundations and Business Banking customers. Inventor and creator of Danske Philanthropy and DanskeWMx. Digitizing all possible touch points. Delivered a growth strategy incl national theme based tactical implementation in Sweden, Norway, Finland, Denmark, Luxembourg and London. By digitalizing changing the office landscape from 31 finance centers to 20. Redefining top management team strengthening the competitive position. Best governance processes across countries. Accelerating growth building frontline excellence reaching the number one in customer satisfaction. Bottom up based strategy execution leading to the highest employee satisfaction score and management satisfaction rating. Implementing sub segments and intangible value propositions. Focus on customer centric innovative solutions bringing AI, VR and AR into future service model where suitable. Targeting selected emerging segments to win future growth pockets while growing existing core segments. In consecutive years reaching the number one position being the best Private Banking Bank by Prospera and PWM Professional Wealth Managment and The Banker, both Financial Times Group Publications. Meeting all risk, compliance and legal requirements at any time in all countries. Gross Income growth +700%, cost down and no. 1 in the Nordics - The Banker PWM and Euromoney. Member of the Global Wealth Management Executive Board. Direct organizational responsibility 700+ Global Wealth Management Organization 2500+ Lecturer, Speaker and Press contact 2011-2015 Country Head Private Banking Danske Bank Member of the Global Personal Banking Executive Management Board and Group's Representatives. Organizational responsibility 400+ Lecturer, Speaker and Press contact Show less

Private Banking Strategist and Chief Acquisition Manager

• May 2008 - Oct 2011

Private Banking Strategist. Global Investment Strategy. Managing financial literacy programme and re-designing new structure "outside-in" principles using customer friendly communication methods. Chief Acquisition Manager in Nordea Wealth Management - targeting UHNWI, HNWI and NWI including SME's and Family foundation's. Lecturer and Speaker Private Banking Strategist. Global Investment Strategy. Managing financial literacy programme and re-designing new structure "outside-in" principles using customer friendly communication methods. Chief Acquisition Manager in Nordea Wealth Management - targeting UHNWI, HNWI and NWI including SME's and Family foundation's. Lecturer and Speaker

Executive Board Member

• Jan 2006 - Apr 2010

Executive Board Member

• Jan 2006 - Oct 2008

Partner & Executive Vice President

• Aug 2006 - May 2008

Succesfull start up of full functional Global Markets operation. Strategic Planning and Execution and implementation on Business Plan. Upstart and hire of employees to 3 seperate business units: Equity Research, Research Sales & Advice and Trading. Purchase of IT tradingsystems, research-databases, regulatory demands i.e. Lecturer, Speaker and Press contact. Succesfull start up of full functional Global Markets operation. Strategic Planning and Execution and implementation on Business Plan. Upstart and hire of employees to 3 seperate business units: Equity Research, Research Sales & Advice and Trading. Purchase of IT tradingsystems, research-databases, regulatory demands i.e. Lecturer, Speaker and Press contact.

Managing Director

• Sep 2003 - Aug 2006

Responsible for executing a succesfull turnaround in 3 business units; Globale Equity Trading, Reasearch sales and Analytical Research. Outside in - Business Innovation "white label" for professionals and non-professionals. Lecturer, Speaker and Press contact Responsible for executing a succesfull turnaround in 3 business units; Globale Equity Trading, Reasearch sales and Analytical Research. Outside in - Business Innovation "white label" for professionals and non-professionals. Lecturer, Speaker and Press contact

Head of Nordic Specialist Research Sales to European Institutional Investors

• May 1999 - Sep 2003

Part of Nordic Equity Management Team. Leading the organizational cultural transformation in the Equity department. Engaged leadership and execution management. Implementing needed changes for growth in Alfred Berg - Nordic equity products to European Institutional Investors in the Continent handled by ABN AMRO. Paris-Lausanne-Geneva-Bruxelles Part of Nordic Equity Management Team. Leading the organizational cultural transformation in the Equity department. Engaged leadership and execution management. Implementing needed changes for growth in Alfred Berg - Nordic equity products to European Institutional Investors in the Continent handled by ABN AMRO. Paris-Lausanne-Geneva-Bruxelles

Investment Manager

• Jun 1992 - May 1999

5 years in Copenhagen and 2 years in City/London. Research Sales, Global and Nordic equities to Insitutional Investors in London, Brussel, Paris, Geneva, Lausanne, Stockholm, Oslo and Helsinki. 5 years in Copenhagen and 2 years in City/London. Research Sales, Global and Nordic equities to Insitutional Investors in London, Brussel, Paris, Geneva, Lausanne, Stockholm, Oslo and Helsinki.

Senior Sales Advisor

• May 1987 - Jun 1992

Research Sales. Danish listed equties to Danish Insitutional Investors and UK based Institutional Investors Research Sales. Danish listed equties to Danish Insitutional Investors and UK based Institutional Investors