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Advisor & CEO, Managing Partner

Johan Wahlman

20 years of experience from fund companies, asset managers, life and unit link insurance companies. Former member of the Board of Directors at the Swedish Investment Fund Association.

Examples of positions: CEO Fim Asset Management, Swedish branch, Head of International Sales and Business Development FIM, Head of Institutional Sales Storebrand Asset Management Sweden, Sales and Business Development at Länsförsäkringar Investment Funds, legal counsel and project manager at Länsförsäkringar Division Life and Fund, Sales at Skandiabanken.

Advisor & Head of business development, Partner

Daniel Westlund

Daniel has 28 years of experience from the Banking-, Finance- and insurance industry. Danske Bank has been Daniel's employer for many years where he has worked in many roles such as investment specialist, head of third-party distribution. He has been in charge of the fund company Danske Capital's institutional sales and worked as the Danske Banks investment specialist. Daniel has also worked with institutional sales at The Bank of Åland and been the head of Banco Fonders's institutional sales. Between 2001 and 2004 he worked as Pan Euro Life Luxembourg's country manager in Sweden. Daniel started his career as a life insurance broker in the early 90's.

Daniel holds a degree in marketing from IHM Business School.


Knut Nordenhaug

Knut Nordenhaug is an experienced Chief Investment Officer, investor and consultant within asset management. Former to the position as Chief Investment Officer for the Kavli Trust, he established NordenConsult after leaving the Gjensidige foundation in 2018 after 6 years. He established and developed the foundation’s asset management process and team. Knut has previously also worked for Storebrand Asset management, Sparebank1 Life insurance and Nordea Markets. Knut holds several Chair and BOD positions within fintech’s, pension fund and consumer credit. Knut is recognized as a savvy investor and a skilled CIO with a track record from ESG, impact investments, portfolio construction and fund selection.
Knut holds a MSc degree from Norwegian School of Management in financial economics.
Public Relations

Robert W. Bromley

Robert is a broadly experienced international business leader with a proven track record of achievement of complex fintech multi-million dollar assignments working with some of the world’s largest multinationals (including Bank of America EMEA, Reuters Asia, Nortel Networks, and Avaya) as well as start-ups and spin-offs, in territories as diverse as UK, Scandinavia, Asia, Australia and New Zealand.
Marketing & Communication

Ulrica Matsers

25 years of international marketing and communication experience with solid track record and senior positions in the car industry and in financial companies.
Expertise ranges from strategy to multidisciplinary execution and transformational management.
Advisor & CFO, Managing Partner

Fredric Andersén

20 years experience in the financial industry with a extended knowledge and understanding from working in senior positions in both local and global financial companies.

Examples of position: Head of Sales, MFEX, Head of Institutional Sales, Manager Selection, ESG and Business Support Ålandsbanken Asset Management, Head of Distribution Alfred Berg Asset Management, Senior Client Relationship Manager BNP Paribas, Senior Sales Manager ABN Amro, Lean Consultant SEB.

Advisor & COO

Jens Moos

Jens have 25 years of experience from portfolio management, manager selection, relationships & client management, fin-tech and ESG.

Jens lead a highly skilled team for 13 years as Chief Portfolio Manager in Danske Bank Asset Management successfully managing 40+ billion EUR across many client solutions in six countries. He also served on various investment committees for 10+ years, innovated the operational process, was the lead investment expert in developing solutions to triple the multi asset business and got the privileged to meet and build trust with institutional as well as private banking clients.

Resently Jens was CEO of a FinTech startup and has previously been Portfolio Manager at Nykredit Group Treasury.
Jens holds a M.Sc. in Math&Economy and Board Member Financial education.

Research Advisor

Annukka Segersven–Paloheimo

Annukka has 30 years’ experience in strategic market research and consulting in financial services industry in Scandinavia. Pioneer in customer experience and insight in b-to-b financial and asset management business. She was also the first to bring an annual research program on ESG/Sustainable investing in 2007.

Founding partner of SFR Research – the premier benchmark research in Finnish financial markets since 1990s. Trusted research partner with over 100 institutional investors and asset managers. SFR Research changed ownership in 2021 and since then Annukka is using her extensive experience and network to provide tailored consulting assignments and advisory services in institutional investing industry.

She partnered with House of Reach in June 2022 to build a value added Nordic research forum for asset managers and investors.

Annukka holds Ph.D. from New York University, Stern School of Business.

Growth Consultant

Thomas Röckert

Thomas was appointed as advisor to House of Reach in June 2021. For almost 30 years, Thomas has worked with growth management in 50 countries and supported 25,000 professionals in individual and collective growth. Thomas has during this time also been CEO for a stock listed company and has held several board memberships. Thomas started his career as an army officer and graduated from the Swedish Military Academy. He also holds a degree in strategic marketing from Stockholm School of Economics.
Advisor, Managing Partner

Peter Dahlgren

Experienced Chief Executive Officer and investor with a demonstrate history of working in the banking industry. Skilled in banking, digital banking, life insurance, asset management and pension funds.

Examples of positions: CEO Nordnet Bank, Head of Life and Investment Management Division SEB, CEO Life and Pension, Member GEC SEB, Global Head of Securities Service SEB, Head of Alpha Team Skandia Liv, Head of fund administration AP7, Head of Risk Control Alfred Berg/ABN Amro Bank.

Advisor & Head of Denmark and Finland, Sr. Partner

Henrik Bak

Henrik Bak has close to 40 years of experience in the investments industry. He was Head of Clients and Institutional Business at Danske Bank/ Danske Capital from 2005 to 2017.

Prior to that he held several management positions at Nordea Investment Management and Nordea Securities from 1981 to 2005 incl. 9 years as President and CEO of Nordea Securities, inc and Nordea Investment Management, inc in New York from 1995 to 2004.

Since 2017 he has been advisor to and board member of several Danish and international asset managers.

Senior Advisor, Partner

Anders Malmborg

35 years of experience in the financial industry, mainly within Asset Management, with a broad knowledge from both specialist and management positions.

Examples of positions: Marketing & Sales Director Cicero Fonder, Senior Client Relationship Manager Intervalor, CEO, Business Development Banco Fonder within Alfred Berg/ABN Amro, Investment Manager Spira Invest, Corporate Finance Analyst Bohusbanken, Derivatives Trader, Stockbroker, Equity Analyst Svenska Handelsbanken.

Relationship Manager

Max Samuelsson

Max has experience with client relationship management and various equity trading related positions.

Previous experience includes positions as an Assistant Portfolio Manager at Skandia Investment Management and sales associate at a leading nordic investment bank.

Max holds a B.Sc from Lund University School of Economics and Management


Jonathan Furelid

Jonathan is a financial communications and PR consultant focusing on the Nordic asset management industry. Having spent fourteen years as risk and portfolio manager of alternative investment portfolios, he embarked on the communications path in 2015, heading the investor relations department of a consultancy firm assisting Swedish small and mid cap companies as well as fund management companies with their investor communication activities. He then went on to start up a news service for the mutual fund industry in Sweden, a service that today is running on all the major fund distribution platforms. Since 2019, he has been running his own consultancy firm with a focus on strategic communications and PR.