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What To Know About The World Economic Forum (WEF)

World Economic Forum
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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Charity vs. Philanthropy: Understanding The Key Differences And Impact

Charity vs. Philanthropy
Understanding the key differences between charity and philanthropy is essential for high net worth individuals seeking to make a meaningful impact with their contributions. Both approaches have their merits and can complement each other in a comprehensive giving strategy. In this comprehensive article, we explore the definitions of charity and philanthropy, their implications, and the ways in which they shape our society.
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Top 10 Family Office Trends That Will Continue In 2024

The Family Office (FO) sector continues to trend upward as substantive growth in both the number of establishments and the assets under management (AUM) has been recorded. The global FO market size is expected to expand at a CAGR of 7.21% during the forecast period, reaching USD 19,567.22 million by 2027. In recent years, the pressure has been on FOs to generate higher risk-adjusted returns and create operational efficiencies. Still, the primary objective was to preserve and grow family wealth. What are the key strategic shifts for FOs in 2024?
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New Company Address

Dear clients, partners, and friends, We have some exciting news to share with you as we embark on a new journey at our new office space. Our new address is: Altoo AG Zugerstrasse 77 6340 Baar Switzerland This transition marks an important milestone for us. We are thrilled about the opportunities and growth that this […]

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In The Profile: Beat Jans As A Mediator Between City And Countryside

Swiss Bundesprasident
Primus inter pares, i.e., “the first among equals,” is the naming of the President of the Swiss Confederation. The Swiss government consists of the seven members of the Federal Council. Basel social democrat Beat Jans has recently been elected its president as Alain Berset's successor. He received 134 votes out of 245 valid ballots.
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In The Know: Digital Wealth Platform Basics

Digital Wealth Platform
Rapidly developing technology is reshaping practically every aspect of the financial industry. When it comes to how affluent individuals and their service providers understand and grow the assets under their care, the rise of digital wealth platforms is the most prominent example. Read on for an overview of what these solutions are, what is driving their increasing popularity, and what to look for in a good one.
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How Recent Tech Trends Are Revolutionising Wealth Management

Tech Trends
The wealth management industry is currently undergoing a major transformation due to the rapid advancement of technology. In order to keep pace with clients' expectations and stay ahead of their competitors, businesses in the wealth management sector are prioritising data and digital innovation. In this article, we will explore the recent key technology trends in wealth management and their implications for the industry.
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Key Dates 2024: From Major Elections To Grand Sports Events

Key Dates 2024
In 2024, the world is getting ready for a lot of important events that will change politics, business, culture, and science. These events are not just dates on a calendar; they are turning points that could change the world's story and determine the future.
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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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