Experience the future of wealth management—unbiased, smarter and truly proactive
What we do
With over 25 years of experience, we have a unique insight into what today's discerning wealth owners demand
Empowering individuals, entrepreneurs, and family offices to protect and grow their wealth through independent, proactive and technology-driven wealth solutions.
We are using the most advanced AI engine, Perplexity, together with our own proprietary AI-agent to continuously analyse markets, products and to create new portfolios.
About
JR Proactive Wealth Management was founded in 2025 by Jesper Roslund, with over 25 years of experience from leading positions at, among others, SEB, Söderberg & Partners and Brummer & Partners
Jesper has worked throughout the entire value chain in the investment industry – from fund structuring and analysis to comprehensive advice for wealthy individuals, entrepreneurs and institutions. This experience has shaped a unique ability to critically evaluate investment products and advisory models, as well as a deep understanding of what today’s wealth owners actually demand.
After years in larger organizations, the realization grew of a clear and growing gap in the market – the need for an independent and truly proactive player that utilizes modern technology to create greater value for the client. From that idea JR Proactive Wealth Management was born – a new generation of advice where human experience is combined with advanced AI-based analysis.
Our business model is based on addressing three central shortcomings in today’s advisory market:
1. True independence.
2. Proactive advice.
3. AI as a strategic advantage.
You get an unbiased review of your existing portfolio
We create a hyper-personalized portfolio
24/7 proactive monitoring enabling actions without delay
All assets are held safely at the investment platform Nordnet
An unmatched blend of intelligence and experience
Products and services
Portfolio Review
Proactive Wealth Management offers, in collaboration with Perplexity, extensive and complimentary AI portfolio reviews to potential clients, regardless of where or how their investments are held.
- Full analysis of your actual holdings and portfolio data
- Benchmarking against market-leading databases
- Assessment of performance, fee structure, and outlook
- Objective, transparent analysis of each fund or asset
- Clear proposals for reducing fees and risks
- Recommendations for improved diversification
Portfolio Construction
Proactive wealth management utilizes advanced AI engines and AI agents to find the best products and to optimize client portfolios.
- Moving beyond outdated 60/40 portfolio models
- Broader mix of asset classes through active ETFs/ETPs
- Exposure to AI, robotics, and emerging themes
- Semi-liquid private equity funds and infrastructure
- High yield credit and digital assets
- Higher returns with lower correlations for strong risk-adjusted returns
Portfolio Monitoring System
Proactive Wealth Management's AI-powered portfolio monitoring system cuts through the noise, quickly and automatically delivering the most relevant data, enabling actions without delay.
- Vigilant AI assistant working around the clock
- Tracking thousands of news sources and market signals
- Scanning over 80,000 sources continuously
- Automatic alerts for fee changes, manager switches, and dividends
- Detection of sudden volatility surges
- Proactive, personalized intelligence 24/7
Blogg
How Do You Build a High-Income Portfolio with Low Risk?
By combining selected international, actively managed ETFs, it is possible to build diversified income portfolios with dividend yields above 10% — opportunities that are not available or easily replicated on traditional Swedish fund platforms.
An AI-Driven Portfolio Review Can Deliver Dramatic Improvements
Så här såg resultaten ut för en klients portfölj som vi nyligen analyserade.
How Do the World’s Wealthiest Families Invest?
According to a recent report from the global bank BNY Mellon, family offices allocate more than half of their portfolios — 54% — to so-called alternative assets.
8 Out of 10 Heirs Change Advisors. Why?
Capgemini’s annual report, Capgemini World Wealth Report 2025, shows that we are facing one of the largest generational wealth transfers in history — more than USD 83 trillion will be passed on to the next generation of wealthy individuals over the coming decades.
The SINK Tax Is Reduced from 25% to 20%
The Special Income Tax for Non-Residents (SINK) is proposed to be reduced from 25% to 20%. The proposal would result in lower taxation for approximately 90,000 individuals living abroad.