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Digital Wealth Management

The Future of Resilient Wealth: Building a Legacy That Endures Disruption

Securing diversified wealth is a never-ending process. In this process, market and economic forces are among the most widely discussed and analysed factors when it comes to future-proofing portfolios.
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Cyber Shields Up: Protecting Multigenerational Wealth in a Digital Age

Ultra-high-net-worth individuals (UHNWIs) often prefer to keep a low profile. Yet in today’s digital era, discretion alone no longer suffices. Cybercriminals now target family offices—the specialized entities managing the wealth and affairs of the world’s wealthiest families.
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Easing The Wealth Preservation Experience

Diversification is a cornerstone principle in wealth management. From the performance perspective, mitigated risks and enhanced returns are universally recognized benefits of allocating investments across various asset classes.
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A Path To A Paperless Family Office

Family offices are underinvested in operational technology, often relying on paper-based methods and Excel spreadsheets. Transitioning to digital wealth platforms enhances efficiency, decision-making, and collaboration. This insight explores how digital solutions can simplify complex wealth structures, making asset management more effective and strategic for private wealth clients.
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Three Key Ways UHNWIs Preserve Wealth

According to legendary investor Warren Buffett, successful wealth management is all about following two rules. The first is to never lose money. The second is not to forget the first rule. These rules are simple to understand but can be hard to stick to, especially for UHNWIs: the more complex their wealth becomes, the greater the potential for missteps – and the more significant the consequences. This article outlines three key ways UHNWIs successfully put Warren Buffett’s theory into practice.
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How Does Data Transparency Work In Wealth Management?

Thanks to digitalisation, data transparency is gaining ground in wealth management. With the help of digital platforms, error-free data synchronisation is possible in real time.
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Setting Yourself Up for Successful Impact Investing

For thousands of years, wealth owners have directly or indirectly invested in creating better societies. However, the concept of generating personal returns on assets that simultaneously benefit the greater good—known as impact investing—is relatively new. This approach unlocks exciting possibilities for philanthropically-minded profit-seekers. Here, we outline the most important considerations if you’re exploring this increasingly popular way to make a difference with your money.
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Safeguard Your Financial Future With Altoo

Managing personal wealth, whether it’s your own, your family’s, or your client's, can seem overwhelming these days. Keeping on top of a diverse set of investments, market fluctuations, and numerous regulations requires a significant time investment. Additionally, there are many potential pitfalls if you’re managing it all manually.
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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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