Altoo Follows closely the WEF Davos 2025 for Innovation and Insight

Time to read: 5 minutes
Time to read: 5 minutes

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 WEF Davos: A Global Platform for Collective Action

Established in 1971, the WEF has long been a catalyst for constructive dialogue among leaders in business, politics, and civil society. The 2025 meeting, themed “Collaboration for the Intelligent Age,” reflects the need for coordinated action in navigating technological, environmental, and economic shifts. With the world at a “critical turning point,” discussions will focus on sustainable growth, workforce development, and the impact of technology on industries.

Key Topics at Davos 2025

  1. Rebuilding Trust: Facilitating international and societal collaboration to tackle today’s multifaceted challenges.
  2. Reimagining Growth: Identifying new opportunities for growth in a rapidly changing global economy.
  3. Investing in People: Promoting workforce development and societal resilience through public-private partnerships.
  4. Safeguarding the Planet: Advancing energy, climate, and biodiversity initiatives.
  5. Industries in the Intelligent Age: Exploring how leaders can balance immediate goals with long-term innovation, particularly in sectors influenced by technology​

Altoo: Contributing to the Intelligent Age

Technology is transforming industries worldwide, including wealth management, and Altoo is at the forefront of this shift. Recognized by Forbes in 2024 as one of the best family office softwares and named a top growth startup at the 2023 Swiss Fintech Awards, Altoo’s reputation reflects its impact in transforming financial ecosystems. With a client base spanning over 20 countries, the Altoo Wealth Platform simplifies complex wealth management through intuitive, secure, and scalable solutions.

The wealth management sector is embracing digital innovation, with 70% of firms planning to increase investments in digital tools by 2025 (Deloitte), and over 80% already using or planning to adopt AI and data analytics to enhance client experiences (McKinsey). Altoo is leading this shift by offering comprehensive features such as consolidated asset views, collaborative tools, advanced data analytics, and robust security protocols. These align with key WEF themes, emphasizing transparency, security, and trust in a digital-first environment.

Altoo: Rebuilding Trust in a Digital-First World

As the WEF focuses on rebuilding trust across industries, Altoo exemplifies how digital tools can foster confidence and security in wealth management. Trust is paramount in the financial sector, and Altoo addresses this challenge head-on with cutting-edge security measures. The Altoo platform employs end-to-end encryption, ensures compliance with international data protection regulations, and is hosted in Switzerland—known for its stringent data privacy laws.

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Furthermore, Altoo’s transparent approach to data management and its commitment to safeguarding client information reflect the broader industry push towards accountability and trust-building in digital services. By ensuring that clients have control over their data and how it is shared, Altoo sets a high standard for the future of secure, client-centric digital wealth management.

Digitalization: The engine of Growth for Wealth Management

The digitalization of wealth management is not just a trend—it is a fundamental shift in how financial services are delivered. Clients increasingly expect seamless access to their financial data and customized insights. Those wealth managers who fail to meet these expectations risk losing relevance in an increasingly digital world.

Looking ahead, Altoo is committed to continuing its role as an innovator in wealth management technology. In alignment with the WEF’s emphasis on collaboration and long-term innovation, Altoo is focused on:

  • Expanding Digitalization: Altoo will continue to enhance its platform’s capabilities, adding new features and improving user experience.
  • Empowering Clients: The platform will continue to enable personalized, data-driven wealth management strategies, giving clients greater control over their assets.
  • Fostering Collaboration: Collaborating with fintech companies and financial institutions, Altoo aims to build an interconnected, client-centric wealth management ecosystem.

The Road to Davos 2025 and Beyond

As Davos 2025 approaches, Altoo reaffirms its commitment to contributing to the global dialogue on innovation, trust, and growth. Through its Wealth Platform, Altoo offers actionable solutions that address the challenges and opportunities outlined by the WEF, from fostering collaboration to embracing digital transformation.

Stay tuned for a series of upcoming articles, as Altoo continues to explore the key topics from Davos 2025 and their implications for the future of wealth management.

Learn More about the World Economic Forum

Earlier this month, some of the world’s most influential movers and shakers in business and politics convened in Davos for the 2025 World Economic Forum. While what they discussed addressed critical issues shaping the global economy and political order, we recommend that family officers also zoom out and consider how these discussions were structured and enabled by data. WEF participants – like all family office clients, whether they attended Davos this year or not – demand clear, accurate data and depend on expert teams to provide it.
The 2025 World Economic Forum was the first not to be under the operational leadership of Klaus Schwab, who founded the organization in 1971 as the European Management Forum. While the global politicoeconomic landscape has evolved significantly since then, Schwab remained remarkably consistent – and successful – in focusing on three increasingly important aspects of global cooperation. Ultra high net worth individuals (UHNWIs) should consider not only the importance of these aspects but also how he addressed them through his leadership.
A wave of technological innovation is transforming the way the world’s wealthiest manage their assets. Artificial intelligence, blockchain, and quantum computing are no longer futuristic concepts - they are reshaping wealth management today. Klaus Schwab, founder of the World Economic Forum (WEF), describes this era as a “societal revolution,” where collaboration and innovation will determine success across industries, including financial services.
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
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.
The 54th Annual Meeting of the World Economic Forum (WEF) is now taking place in the beautiful town of Davos, Switzerland. It brings together a wide range of world leaders and thinkers. A focus on artificial intelligence (AI) at Davos this year – alongside perennial issues related to geoeconomics and climate change – indicates the significant extent to which this innovative technology is expected to shape our world.
The Magic Mountain, a novel by the German writer Thomas Mann, made the small town on the edge of the Swiss Alps world-renowned. The story of a decadent society of lung patients from various countries curing their ailments at the sanatorium in Davos before the outbreak of the First World War has gained popularity. Thus, the location became immortal in a literary sense. Still, Davos has much to offer today.
Established in 1971 as a non-profit foundation with headquarters in Geneva, Switzerland, the World Economic Forum (WEF) has a long tradition of bringing people together. All of them have one thing in common: the foremost political, business, cultural, and other leaders of society have the drive and the influence to make positive change. As usual, taking place in Davos, the top mountain resort in Switzerland, the 54th Annual Meeting will be held from January 15–19, 2024.
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