AMWatch

New wealth advisor firm to shake up institutional advisory as industry has "stagnated"

A relatively new Swedish wealth adviser has set its sights on pension funds and foundations and aims to shake up the advisory space by focusing on forward-looking prognoses rather than past returns. CEO Kristian Peeker tells AMWatch how Citroneer’s biggest challenge might be its business model.

"There is still an unshakeable belief in historic returns and the classic portfolios of 50 percent in stocks and 50 percent in bonds, but we want to look forward instead. Historical returns don’t really say much," says Citroneer CEO Kristian Peeker | Photo: PR

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