Discover critical insights on global wealth dynamics, from the growing ranks of millionaires to the nuances of intergenerational wealth transfer.
According to French management consultancy Capgemini, the number of wealthy individuals around the world reached an all-time high in 2023.
The UBS Global Wealth Report 2024 suggests that wealth inequality is not as pervasive as it may seem. In Switzerland, wealth inequality in 2023 was down 4.6% vs 2008.
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Timeless leadership endures, but sustaining it in today’s fast-evolving world demands new skills. Our eBook Zooming Out: The Picture of Global Wealth examines key forces shaping the lives of the ultra-wealthy.
The lead article, Millionaires at an All-Time High, analyzes global wealth trends and identifies countries attracting the ultra-wealthy. Global Wealth on the Rise sheds light on declining wealth inequality in Switzerland, while our final piece offers strategies to safeguard family wealth amid the anticipated $83 trillion wealth transfer.
Additionaly, we detail how the Altoo Wealth Platform supports wealth preservation through streamlined financial management. The latest generation of digital tools features powerful data
consolidation engines and recommendation algorithms to help wealth owners manage even the most complex portfolios through user-friendly dashboards in a single portal. Explore our eBooks for more!
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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