#finland#fund selector#investments

Being patient enough as a fund selector, while avoiding complacency

Jonatan Lehtinen, portfolio & fund selection manager at Finnish CapMan Wealth, talks about the investment categories they’ve focused on recently to be well placed for market rotations as well as the importance of balancing patience with action.

Vilhelm Hultgren 2026-05-05

Interview

What is today CapMan Wealth started life as JAM Advisors in 2012. At the time it was a Finnish technology and solutions-oriented reporting, analysis and wealth management firm. JAM Advisors core offering, and part of the firm’s service concept, was its proprietary X-Ray service platform, which enabled a transparent look-through and analysis of each client’s overall wealth.

The company was acquired by CapMan in early 2019 and in 2020 CapMan separated the technology platform from the wealth management business and formed JAY Solutions. This company was sold to Swedish Bas Invest in 2023. Today, CapMan Wealth continues to provide wealth management services to institutions, foundations, family offices and selected high-net-worth individuals in Finland – currently some 250 clients. Their solutions cover all asset classes globally, combining CapMan’s broader expertise and products – especially in private markets – with CapMan Wealth’s independent, systematic and in-depth manager selection process. Jonatan Lehtinen, a portfolio and fund selection manager, started at

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