Fredric Andersén
CEO & Founding Partner
Board Member
Board Member
About
25 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.
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.
Peter Dahlgren
Founding Partner
Chairman of the Board
Chairman of the Board
About
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 Nordea, Head of Alpha Team Skandia Liv, Head of fund administration AP7, Head of Risk Control Alfred Berg/ABN Amro Bank.
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 Nordea, Head of Alpha Team Skandia Liv, Head of fund administration AP7, Head of Risk Control Alfred Berg/ABN Amro Bank.
Henrik Bak
Senior Partner, Head of Finland
Board Member
Board Member
About
Henrik has 43 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.
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.
Jan Willers
Head of Denmark, Norway, Iceland
Business Introducer
Business Introducer
About
Jan has 19 years of experience in the financial industry, working with industry stakeholders in the Nordics and helping asset managers implement their strategy and grow their business in the Nordics.
Before joining House of Reach, Jan spend almost 20 years at Copenhagen based consultant Kirstein. Here he led a team of 15 employees successfully surveying investors in the Nordic region in order to understand the needs of the institutional investors
Jan combine strategic advisory and business development through his deep insight into the asset management industry based on his many years of research of the behavior and the needs of investors. Jan is responsible for institutional business development activities in Denmark, Norway and Iceland.
Jan holds a M.Sc. in Economics
Before joining House of Reach, Jan spend almost 20 years at Copenhagen based consultant Kirstein. Here he led a team of 15 employees successfully surveying investors in the Nordic region in order to understand the needs of the institutional investors
Jan combine strategic advisory and business development through his deep insight into the asset management industry based on his many years of research of the behavior and the needs of investors. Jan is responsible for institutional business development activities in Denmark, Norway and Iceland.
Jan holds a M.Sc. in Economics
Jens Moos
Business Introducer
About
Jens Moos has 26 years of experience from portfolio management, manager selection, relationships & client management, fin-tech and ESG.
Jens led 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.
Recently Jens had experience from 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.
Jens led 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.
Recently Jens had experience from 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.
Annukka Paloheimo
Research and Introducer
Advisor
Advisor
About
Annukka has 34 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, as well as a member in investment advisory boards
in university endowments and charitable institutions. Her interest spans also to gender
diversity issues and Women in Finance networking to encourage current and next generation
women into the world of asset management and wealth.
She partnered with House of Reach in June 2022 to build a value-added Nordic research
and knowledge-sharing forum for asset managers and investors. She is also again actively
involved in institutional investment research with the new co-operation with Investment
Research Finland since 2024.
Annukka holds Ph.D. from New York University, Stern School of Business.
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, as well as a member in investment advisory boards
in university endowments and charitable institutions. Her interest spans also to gender
diversity issues and Women in Finance networking to encourage current and next generation
women into the world of asset management and wealth.
She partnered with House of Reach in June 2022 to build a value-added Nordic research
and knowledge-sharing forum for asset managers and investors. She is also again actively
involved in institutional investment research with the new co-operation with Investment
Research Finland since 2024.
Annukka holds Ph.D. from New York University, Stern School of Business.
Hans Sterte
Senior Partner
Advisor
Advisor
About
Hans Sterte has a degree in economics from the University of Stockholm. He joined House of Reach as a Senior Partner in January 2023.
Previous positions
During the last 20 years, Hans has been head of asset management at Alecta and Skandia and CIO at Länsförsäkringar AB.
Before that, Hans had various positions at Riksbanken (the central bank of Sweden), Finansdepartementet, Handelsbanken, and Erik Penser Fondkommission.
Previous positions
During the last 20 years, Hans has been head of asset management at Alecta and Skandia and CIO at Länsförsäkringar AB.
Before that, Hans had various positions at Riksbanken (the central bank of Sweden), Finansdepartementet, Handelsbanken, and Erik Penser Fondkommission.
Daniel Westlund
Partner
Business Introducer
Business Introducer
About
Daniel has 33 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.
Daniel holds a degree in marketing from IHM Business School.
Anders Malmborg
Partner
Business Introducer
Business Introducer
About
38 years of experience in the financial industry, mainly within Asset Management, with a broad knowledge from both specialist and management positions.
Previous positions include:
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.
Previous positions include:
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.
Ulrika Karlsson
Executive Assistant
About
Ulrika Karlsson has 25 years of experience within the financial industry, with an extensive knowledge and understanding from working with private and corporate customers as well as senior management.
Previous positions
Previous experience includes positions as Client Service manager to Global Custody clients, Client Assistant within Private Banking and several Executive Assistant positions to high-level executives at SEB.
Previous positions
Previous experience includes positions as Client Service manager to Global Custody clients, Client Assistant within Private Banking and several Executive Assistant positions to high-level executives at SEB.
Klas Eklund
Advisor
About
Klas Eklund is the Chief Strategist at Dahlgren Capital since 2024. Klas has a long career as an economist, at several important positions. In the 1980s he was deputy under-secretary of state at the Swedish Ministry of Finance and economic policy adviser to two prime ministers. He has also advised two presidents of the European Commission. For more than 20 years he worked in private financial markets, most of the time as chief economist at SEB. He has also worked as Senior economist at Mannheimer Swartling, the biggest business law firm in the Nordic region.
Klas has been on the board of several important institutions, such as the Riksbank, he has led a number of government and private commissions on taxes, productivity and restarting the Swedish economy after the pandemic. He has published over 1,100 articles and columns and scores of books, including the best-selling text book in economics. Klas has been awarded with the King’s medal in gold for “outstanding achievements as an economist”.
Klas has been on the board of several important institutions, such as the Riksbank, he has led a number of government and private commissions on taxes, productivity and restarting the Swedish economy after the pandemic. He has published over 1,100 articles and columns and scores of books, including the best-selling text book in economics. Klas has been awarded with the King’s medal in gold for “outstanding achievements as an economist”.
Varda Lotan
Advisor
About
Varda has more than 30 years of experience in the asset management industry working internationally. Varda founded Lotan & Partners in 2022 to consult on strategy, distribution, operations, and marketing. Until September 2021 Varda was on the Executive Committee, Co-Head and Senior Vice President, Europe/Asia Distribution with Fiera Capital based in London.
In 2000 Varda was one of the founding members of Charlemagne Capital, which grew from an Eastern European focused asset management boutique into a Global Emerging Markets asset manager. At Charlemagne Capital Varda was responsible for the leadership of the sales and marketing team. Varda became part of the Fiera Capital team in 2016 post the acquisition of Charlemagne Capital where she was an Executive Director, Co-Head and Senior Vice President, Europe/Asia Distribution. At Fiera Varda led global growth initiatives, business development and marketing across Fiera Capital’s traditional and alternative business in Europe & Asia and was on
the global product, marketing, and distribution committees.
Varda obtained her BA in Business Studies from Kingston University.
In 2000 Varda was one of the founding members of Charlemagne Capital, which grew from an Eastern European focused asset management boutique into a Global Emerging Markets asset manager. At Charlemagne Capital Varda was responsible for the leadership of the sales and marketing team. Varda became part of the Fiera Capital team in 2016 post the acquisition of Charlemagne Capital where she was an Executive Director, Co-Head and Senior Vice President, Europe/Asia Distribution. At Fiera Varda led global growth initiatives, business development and marketing across Fiera Capital’s traditional and alternative business in Europe & Asia and was on
the global product, marketing, and distribution committees.
Varda obtained her BA in Business Studies from Kingston University.
Carlos Alvarez
Advisor
About
Carlos has 14 years of experience in the financial industry, having worked across M&A, Project Finance, Private Banking and Asset Management. Throughout his career, he has collaborated with institutional and private investors, helping them identify opportunities, structure transactions and grow their business through strategic partnerships.
Before focusing on business development and investor relations, Carlos held various roles in financial advisory and investment management, gaining a comprehensive understanding of capital markets, corporate finance and alternative investments.
He combines strong technical and analytical skills with a deep interest in innovation and emerging technologies. Carlos is currently exploring how Artificial Intelligence can be applied to enhance financial decision-making and business development processes.
Carlos holds a degree in Industrial Engineering, a Master’s in Financial Markets and Alternative Investments, and is currently completing a Master’s in Artificial Intelligence Applied to Agents.
Before focusing on business development and investor relations, Carlos held various roles in financial advisory and investment management, gaining a comprehensive understanding of capital markets, corporate finance and alternative investments.
He combines strong technical and analytical skills with a deep interest in innovation and emerging technologies. Carlos is currently exploring how Artificial Intelligence can be applied to enhance financial decision-making and business development processes.
Carlos holds a degree in Industrial Engineering, a Master’s in Financial Markets and Alternative Investments, and is currently completing a Master’s in Artificial Intelligence Applied to Agents.
Toni Lukkari
Business Support
About
Toni Lukkari is a seasoned professional with extensive experience in data management and financial services. As the Research Director at SFR Scandinavian Financial Research Ltd, Toni was instrumental in driving the company's growth and success. With a Master of Science in Economics from Aalto University, Toni has a strong foundation in economic principles and business strategies. Toni's expertise in project management and investment research has been pivotal in delivering high-quality services and solutions to clients.