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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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Looking back at 2024

In 2024 at Altoo we continued to live up to our promise of delivering “Simplicity for Complex Wealth.” Through continuous innovation and a commitment to exceptional client service, we achieved significant milestones that have further strengthened the Altoo Wealth Platform and our role as a trusted technology partner for wealthy individuals, family offices, and financial professionals worldwide.
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Digital Assets and Web3 Basics: What Family Offices Should Know

With American President-elect Trump reportedly expressing enthusiasm for cryptocurrencies and regulatory discussions about strategic Bitcoin reserves taking place in several countries, 2025 is shaping up to be a pivotal year for digital assets. For family office professionals, this article provides a concise primer on the space, where the concept of Web3 is widely regarded as the “next big thing.”
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The Big Picture of Global Wealth: Key Facts from 2024 Research

Based on 2024 reports from Capgemini, Knight Frank, and UBS, global wealth has reached new heights, driven by strong stock market performance and a surge in the number of millionaires worldwide. This article explores key findings from these reports, shedding light on wealth distribution, emerging trends, and regional disparities.
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Family Office Formation Basics: What, Why, and How

In response to growing demand from the super wealthy, family offices have proliferated during the past decade. According to EY, as of 2024, there are now up to 10,000 single family offices globally — ten times as many as in 2008. While you are likely aware that the purpose of a family office is to manage familial wealth, there is no single definition of what doing so entails. This article explores the nature of the modern family office, the top reasons to have one, and some high-level recommendations for your first steps toward forming one.
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The Wealth-Health Paradox and How Famous UHNWIs Address It

For UHNWIs, life is a tapestry woven with privilege and opportunity. Yet, this world also presents unique healthcare challenges that can be surprisingly complex. Great wealth typically comes with stressful responsibilities, including the pressure to make optimal medical care decisions where cost is not a primary concern. Here, we explore this paradox and how several well-known UHNWIs are addressing it.
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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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