Two investment bankers launch new monitoring office in Copenhagen targeting the assets of wealthy families

Competition intensifies to get a piece of wealthy families' assets cake. Proveo, offering digital monitorization of portfolios, investments and managers, continues to grow, adding two Carnegie investment bankers to its team and opening a new Copenhagen office.

Jonas Reitzel | Photo: Jonas Reitzel/PR

The competition to verify banks and asset managers when they invest assets on behalf og funds and wealthy families in Denmark has intensified. Two former senior bankers; Morten Zabel, former Senior Sales Executive and Jonas Reitzel, former Senior Executive Advisor from Carnegie Wealth Management have joined Danish company Proveo to open its first Copenhagen-based office.

"In the past 17 years, we have represented various investment banks and now it's time to sit next to the customers on their side of the table - and not depend on the interests of banks or managers. It has been important to us not to let our future advisory be limited to the solutions offered by one investment bank but to instead be able to choose freely from all existing investment solutions in a new role as the customer's trusted partner," they have both written on their Linkedin profiles.

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