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January 2025

What the 2025 Davos Thematic Priorities Mean to UHNWIs

Each year, the World Economic Forum (WEF) in Davos spotlights a set of thematic priorities deemed essential for business and political leaders to discuss as they direct the course of multinational corporations and national policies. While not every ultra-high-net-worth individual (UHNWI) attends this prestigious gathering or directly steers the trajectory of a company or country, all UHNWIs can leverage WEF thematic priorities as tools for charting their own personal financial priorities in the year ahead. To facilitate “Mini Davos” brainstorming sessions, in this article we present the thematic priorities on the 2025 WEF agenda and suggest how UHNWIs can align
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Balancing Short-Term Wins and Long-Term Strategy in Wealth Management

The wealth management industry is at a crossroads. Shaped by evolving client expectations, technological advancements, and increasing regulatory scrutiny, wealth managers - including individual advisors, ultra-high-net-worth individuals (UHNWIs), and family offices - should balance delivering immediate value with building long-term resilience. This is not just a strategic objective but a critical imperative for survival in a rapidly transforming market.
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Altoo Follows closely the WEF Davos 2025 for Innovation and Insight

As the World Economic Forum (WEF) prepares for its 54th annual meeting in Davos from January 20–24, 2025, Altoo is closely following this globally influential event, committed to contributing to discussions on the future of technology solutions. With its innovative digital wealth management platform, Altoo brings fresh insights to the challenges and opportunities highlighted at the forum. Through a series of upcoming articles, Altoo will explore how the key theme of this year’s gathering align with the evolution of wealth management, and how technology can be harnessed to drive industry-wide transformation.
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The World Economic Forum: A Strategic Opportunity for UHNWIs to Shape Global Change

The World Economic Forum (WEF), founded in 1971 by Professor Klaus Schwab, is a nonprofit organization headquartered in Geneva, Switzerland. With a mission to improve the state of the world, the WEF facilitates public-private cooperation to tackle global challenges, from economic inequality and climate change to technological innovation.
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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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