For thousands of years, wealth owners have directly or indirectly invested in creating better societies. However, the concept of generating personal returns on assets that simultaneously benefit the greater good—known as impact investing—is relatively new. This approach unlocks exciting possibilities for philanthropically-minded profit-seekers. Here, we outline the most important considerations if you’re exploring this increasingly popular way to make a difference with your money.
For thousands of years, wealth owners have directly or indirectly invested in creating better societies. However, the concept of generating personal returns on assets that simultaneously benefit the greater good—known as impact investing—is relatively new. This approach unlocks exciting possibilities for philanthropically-minded profit-seekers. Here, we outline the most important considerations if you’re exploring this increasingly popular way to make a difference with your money.
Managing personal wealth, whether it’s your own, your family’s, or your client's, can seem overwhelming these days. Keeping on top of a diverse set of investments, market fluctuations, and numerous regulations requires a significant time investment. Additionally, there are many potential pitfalls if you’re managing it all manually.
Managing personal wealth, whether it’s your own, your family’s, or your client's, can seem overwhelming these days. Keeping on top of a diverse set of investments, market fluctuations, and numerous regulations requires a significant time investment. Additionally, there are many potential pitfalls if you’re managing it all manually.
Fintech companies are introducing innovative methods to understand and manage even the most diverse portfolios. If you’re considering working with one of these financial industry newcomers independently – that is, not through one of your banks or other institutional service providers – you should ask four basic questions about their data security. This article explores these questions and provides guidance on evaluating the responses.
Wealth owners are shifting away from traditional banking and manual methods in favour of tech solutions for more holistic wealth management. This insight highlights the primary factors driving the change. It discusses the importance of cybersecurity and explores the concept of a paperless family office which digitisation can deliver.
Fintech companies are introducing innovative methods to understand and manage even the most diverse portfolios. If you’re considering working with one of these financial industry newcomers independently – that is, not through one of your banks or other institutional service providers – you should ask four basic questions about their data security. This article explores these questions and provides guidance on evaluating the responses.
Wealth owners are shifting away from traditional banking and manual methods in favour of tech solutions for more holistic wealth management. Tracking Altoo's journey as a Swiss-based fintech, this insight highlights the primary factors driving the change. It discusses the importance of cybersecurity and explores the concept of a paperless family office which digitisation can deliver.

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