Mathias Wallerström

Experience

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  Nordea Markets

  Aug 1995 - Aug 1999

  Sell Side Equity Analyst - Investment Banking

  • Conducted in-depth research and analysis of Swedish engineering companies (Atlas Copco, Sandvik, SKF, etc.).• Published company and sector investment banking research reports for institutional clients.

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  Spread Corporate Advisors

  Aug 1999 - Oct 2000

  Head of Investor Relations Department

  • Head of Investor Relations department.• Focus on companies listed on the Swedish stock exchange.

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  Danske Capital

  Oct 2000 - Nov 2008

  Chief Investment Officer Asset Management

  • Chief Investment Officer Danske Capital Sweden and member of the Swedish management team.• Led asset management of Swedish equities, fixed income, and tactical asset allocation.• Managed five of Danske Capital’s mutual funds.• Danske Capital was rewarded Fund Manager of the Year by the magazine Privata Affärer.

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  Danske Bank

  Nov 2009 - Aug 2017

  • Led the Investment Strategy department and product development within Private Banking, strengthening market positioning.• Headed the discretionary and advisory Asset Management departments for foundations, businesses, and high-net-worth individuals, ensuring optimal asset allocation strategies.• Member of the Private Banking Management Team, driving key business initiatives. • Led the Investment Strategy department and product development within Private Banking, strengthening market positioning.• Headed the discretionary and advisory Asset Management departments for foundations, business clients, and high-net-worth individuals, ensuring optimal asset allocation strategies.• Member of the Private Banking Management Team, driving key business initiatives.• Deputy Head of Private Banking department in Danske Bank Sweden. • Responsible for the Wealth Management Investment Strategy department.• Responsible for the Danske Banks's investment proposition for Private Banking, business clients and retail clients.• Member of the Business Development Management team in Danske Bank Sweden.

  • Head of Investment Strategy and Investment Management (Private Banking)

    May 2015 - Aug 2017

  • Head of Wealth Management and Deputy Head of Private Banking

    Feb 2012 - May 2015

  • Head of Wealth Management Investment Strategy

    Nov 2009 - Feb 2012
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  Memory Hotel

  Oct 2017 - Jul 2019

  Hotel Manager - Memory Hotel Stockholm

  • Managed our family-owned four-star business hotel in preparation for its divestment.

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  Quesada Kapitalförvaltning AB

  Oct 2019 - Apr 2021

  CEO Quesada Private Banking

  • Responsible for Private Banking operations focusing on high-net-worth individuals.• Successfully improved profitability and completed the sale of the company to Wictor Family Office in 2021.

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  Carneo Asset Managers/Carnegie Holding

  Apr 2021 - now

  CEO CAAM Fund Services (part of Carneo Asset Management/Carnegie Holding)

  • Strategic direction and operational oversight for CAAM Fund Services, a key subsidiary of Carneo Group/Carnegie Holding, owned by Altor, specializing in Asset Management.• Member of Carneo Group Management Team, contributing to strategic decision-making.• Growth and operational efficiency initiatives.• Managment of two brands: Nordic Cross (hedge funds in equities and fixed income, targeting private and institutional investors) and Carneo Alternative Solutions (international Private Equity and Venture Capital funds for institutional clients). Show less