Jim Isager Larsen, Cfa Email & Phone Number

Copenhagen Ø, Dk

Stock Picking • Concentrated • Long-Term

Investment Industry Consultancy • Leadership & Strategy • Sales & Customers • Governance & Operations

Dk

Responsible for orchestrating significant growth in the wealth management business through retail and private banking branch network. Cultural change agenda – from product focus to fulfilling customer needs through holistic financial advise and adequate value propositions. Creating a seamless value chain, reorganizing branch presence and go-to-market model, performance management, and product suite. Key results where significant customer growth, increased sales and cultural/mind set transformation, i.e. increased awareness of customer needs for savings and investments. Executive Leadership communication, strategy, negotiation, diplomacy, stakeholder and vendor management.

Dk

Responsible for the Fund Management business as a whole. Consolidation was needed and focus was on reorganizing and introducing a new management team poised to efficiently execute on enhancements to technology enabling the delivery of high quality services to clients. Sales growth was maintained at high levels complicating the task and pointing the spotlight to customer satisfaction. The transformation proved successful and efficiency and quality of deliveries as well as customer satisfaction was reestablished while still onboarding new clients and growing the business.

Dk

Admitted to management committee to deliver significant growth in sales in a highly competitive market. By focusing exclusively on client needs, and investing to match the rapid evolution of the needs of the most sophisticated clients, the strategy was successful and key competitors where overcome and a market dominant position was achieved.Overall responsibility for investments, client relations, sales activities, and product development, concretely:• Responsible for client relations (sales, client service, and reporting)• Responsible for investments, relation to investment managers• Responsible for relation to board of directors in multiple investment funds• Overall responsibility for Portfolio Management, Legal, and Fund Administration• Key Relationship contact for: Institutional investors and Asset Management companies• Overall business strategy and development in conjunction with other senior managersh other senior managers

Dk

Executive Vice President with responsibility for investments, client relations, sales activities, and product development, concretely:• Responsible for client relations (sales, client service, and reporting)• Responsible for investments and investment managers• Responsible for relation to board of directors in funds outside supervision.• Overall responsibility for Portfolio Management section• Key Relationship contact for: Institutional investors and Asset Management companies• Contributor to overall business strategy and development• Contributor to action plans

Acting Executive Director to the Board of Directors for 16 investment funds and companies primarily institutional investor funds but also retail funds, hedge funds, and fund of funds. Responsible for regulatory compliance, investment compliance, financial reporting, governance, investment performance, and business development.

The chief investment officer has a broad range of responsibilities including: providing leadership for the investment organization; optimizing investment performance; developing and clearly articulating the overall investment philosophy; developing an overall asset allocation policy; using cutting-edge portfolio construction and risk management tools; and overseeing the screening, selection and management of outside managers.

Dk

Cfa, Finance

Economics / Cand.Polit.

Mat.

Education record