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July 2024

A Path To A Paperless Family Office

Family offices are underinvested in operational technology, often relying on paper-based methods and Excel spreadsheets. Transitioning to digital wealth platforms enhances efficiency, decision-making, and collaboration. This insight explores how digital solutions can simplify complex wealth structures, making asset management more effective and strategic for private wealth clients.
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Three Key Ways UHNWIs Preserve Wealth

According to legendary investor Warren Buffett, successful wealth management is all about following two rules. The first is to never lose money. The second is not to forget the first rule. These rules are simple to understand but can be hard to stick to, especially for UHNWIs: the more complex their wealth becomes, the greater the potential for missteps – and the more significant the consequences. This article outlines three key ways UHNWIs successfully put Warren Buffett’s theory into practice.
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Three Key Ways UHNWIs Preserve Wealth

According to legendary investor Warren Buffett, successful wealth management is all about following two rules. The first is to never lose money. The second is not to forget the first rule. These rules are simple to understand but can be hard to stick to, especially for UHNWIs: the more complex their wealth becomes, the greater the potential for missteps – and the more significant the consequences. This article outlines three key ways UHNWIs successfully put Warren Buffett’s theory into practice.
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How Does Data Transparency Work In Wealth Management?

Thanks to digitalisation, data transparency is gaining ground in wealth management. With the help of digital platforms, error-free data synchronisation is possible in real time.
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How Does Data Transparency Work In Wealth Management?

Thanks to digitalisation, data transparency is gaining ground in wealth management. With the help of digital platforms, error-free data synchronisation is possible in real time.
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Swiss Fintech Continues Robust Growth and Innovation During the First Half of 2024

Pioneering Swiss fintech strengthened position in domestic and international markets Automated dividend forecasting feature introduced to wealth platform, alongside more than twenty upgrades to existing functionalities Strong commitment to the industry community by enhancing business development programmes and communication activities Zug, Switzerland – July 3, 2024: Altoo AG, a fintech empowering ultra-high-net-worth individuals, family offices, […]

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Swiss Fintech Continues Robust Growth And Innovation During First Half of 2024

Altoo AG, a fintech empowering ultra-high-net-worth individuals, family offices, and investment professionals to easily understand every aspect of the complex wealth under their care, announced that its commitment to client satisfaction and innovation has taken the company to new heights in 2024. The company made further progress in implementing its business development strategy and consistently pushed ahead with its innovation projects for the Altoo Wealth Platform.
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Altoo

The Altoo Platform aggregates wealth data from multiple sources to deliver comprehensive wealth analysis, performance and reporting. It is a modern and sophisticated, highly secure, SaaS platform, 100% Swiss developed and hosted.

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