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Digital Wealth Management

Why UHNWIs Should Work with Fintechs: Specialised Excellence in Wealth Management

Technology is reshaping every industry, and finance is no exception. Fintechs — financial technology companies — are at the forefront of this transformation. While mass-market fintechs like Revolut, Klarna, and Robinhood dominate headlines with their focus on streamlining finances for consumers and retail investors, UHNWIs have a fundamentally different requirement: leveraging technology to liberate themselves and their advisors to focus on the strategic decisions, relationships, and communications that humans handle better than machines.
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Transforming Portfolio Visibility: Three Critical Capabilities for Private Equity Success

According to EY, in 2025 private equity (PE) firms' emphasis on growth through improved operations will be a key trend shaping the sector. The consultancy identifies data and analytics capabilities as playing a crucial role in PE growth strategy, particularly for meeting stakeholders' increasing demands for greater transparency into performance, risk management, and value creation strategies. For PE firms looking to capitalize on this trend, focusing on three specific data analytics capabilities can provide a significant competitive advantage.
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Institutional Excellence, Personal Control: Adapting Sovereign Wealth Fund Practices for Ultra-High-Net-Worth Success

In February 2025, when US President Trump signed an executive order to formulate a plan for creating a federal-level sovereign wealth fund (SWF), it highlighted a growing recognition of the importance of such financial structures when it comes to preserving and growing national wealth management. With trillions under management, SWFs often demonstrate remarkable resilience during economic downturns and market volatility.
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Sovereign Wealth, Sovereign Data: Why Digital Control Matters for Elite Investors

In a world where data rivals oil in value, sovereign wealth funds (SWFs) are prioritizing data sovereignty to ensure that only they — and the wealthy governments they serve — control their critical financial information. UHNWIs and their advisors should take note: they can adopt SWF-inspired strategies to protect sensitive wealth data from geopolitical and cyber risks.
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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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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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