August 9, 2024

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.

July 30, 2024

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.

July 25, 2024

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.

July 17, 2024

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.

June 26, 2024

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.

June 19, 2024

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.

June 10, 2024

Assessing Fintech Cybersecurity: Four Basic Questions For Non-Technical Wealth Owners To Ask

Fintech companies are introducing innovative methods to understand and manage even the most diverse portfolios. If you’re considering working with one of these financial industry newcomers independently – that is, not through one of your banks or other institutional service providers – you should ask four basic questions about their data security. This article explores these questions and provides guidance on evaluating the responses.

June 4, 2024

Simplicity and Security: The Modern Approach to Wealth Management

Wealth owners are shifting away from traditional banking and manual methods in favour of tech solutions for more holistic wealth management. Tracking Altoo's journey as a Swiss-based fintech, this insight highlights the primary factors driving the change. It discusses the importance of cybersecurity and explores the concept of a paperless family office which digitisation can deliver.

Digital Wealth Management

Easing The Wealth Preservation Experience

A Path To A Paperless Family Office

Three Key Ways UHNWIs Preserve Wealth

How Does Data Transparency Work In Wealth Management?

Setting Yourself Up for Successful Impact Investing

Safeguard Your Financial Future With Altoo

Assessing Fintech Cybersecurity: Four Basic Questions For Non-Technical Wealth Owners To Ask

Simplicity and Security: The Modern Approach to Wealth Management

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