September 29, 2023

Wealth Management Strategies And The Importance Of ESG

As wealth management strategies evolve, the integration of ESG factors is becoming increasingly important. Biodiversity, an important ESG element, is central to a sustainable future. Wealth managers can now integrate biodiversity into their investment strategies. This article explores the link between asset management, ESG, and biodiversity.

September 29, 2023

Speaking To Adult Children About Transferring Wealth

Though not among the top concerns, maintaining wealth is still a priority within the family business. Many wealth transfers fail because of breakdowns in trust and communication between family members. The best remedy seems to be open and frank conversations. How do you speak to your heirs about transferring health?

September 28, 2023

Philanthropy With Strategy

There is a simple assumption that philanthropy is generally sensible, inherently good, and deserves applause. But what if it does not generate a favorable impact or outcome? Good intentions do not mean philanthropy is done well.

September 28, 2023

Key Takeaways From The Allianz Global Wealth Report 2023

We start with a disturbing fact: private households globally stand to lose €6.6 trillion in net financial assets in 2022, equivalent to a 2.7 percent decline in wealth. But there's something even more worrying: this loss is the biggest since the 2008 global financial crisis, according to the Allianz Global Wealth Report.

September 28, 2023

What Makes Open Banking API So Disruptive

Open Banking API has emerged as a disruptive force with implications for High Net Worth Individuals (HNWIs) and Ultra High Net Worth Individuals (UHNWIs). Open Banking API is not just another trend in fintech for a demographic that is obsessed with optimizing financial strategies and achieving superior asset management. Instead, the advent of Open Banking API represents a seismic shift that may have potential to redefine how wealth is managed, diversified, and grown.

September 28, 2023

Why Are Independent Asset Managers Important For Affluent Families

Within the late great generational wealth transfer, more than 18'000 ultra-high-net-worth (UHNW) families were passing on assets to Gen X and millennial inheritors in the US, as the New York Times noticed recently. Thus, wealthy families have been turning to Family Offices. Still, the Family Office is not the last stage of wealth management development.

September 27, 2023

The Great Wealth Transfer: Intergenerational Wealth Shift In The USA

The "Great Wealth Transfer" phenomenon refers to the intergenerational transfer of family wealth from one generation to the next. This wealth shift is poised to reshape the economic and social fabric of the U.S. nation, with implications for the labor market, the economy, and the financial industry itself.

September 25, 2023

Celebrating A Milestone With The OpenWealth Association

Altoo takes pride in being at the cutting edge of technical innovation in the wealth tech business.

Explore by Entity

Wealth Management Strategies And The Importance Of ESG

Speaking To Adult Children About Transferring Wealth

Philanthropy With Strategy

Key Takeaways From The Allianz Global Wealth Report 2023

What Makes Open Banking API So Disruptive

Why Are Independent Asset Managers Important For Affluent Families

The Great Wealth Transfer: Intergenerational Wealth Shift In The USA

Celebrating A Milestone With The OpenWealth Association

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