August 17, 2023

In the Know: Cloud-Based Portfolio Management

In today's competitive financial landscape, cloud-based portfolio management has become a game-changer for asset and wealth managers. The benefits of cloud-based solutions have altered the attitudes of industry professionals. This digital solution has not only changed the way HNWIs manage their assets but has also opened up new avenues for efficiency, accessibility, and security in wealth management.

August 15, 2023

Reducing The Carbon Balance In The Financial Industry

It might not be immediately evident that the financial industry may also help with the transition to the Paris Climate Agreement, a legally enforceable international climate change pact. To keep global warming to 1.5 degrees Celsius above pre-industrial levels, all sectors of society must decarbonize. By 2050, net zero emissions should be reached. The Partnership for Carbon Accounting Financials (PCAF) has a difficult challenge. We explain the details below.

August 14, 2023

Solving The Inheritance Conflict Problem

Every year, around 400 billion euros are expected to be inherited or donated in Germany, estimates the Hans-Böckler Foundation, the research and study funding agency of the German Union of Trade Unions. The question of how to transfer the wealth of the elderly to the younger generation has a lot of conflicting potential. Often, it is not just about money but about conflicts that originate in early childhood.

August 11, 2023

Taking Control of Wealth

Sophisticated wealth management technology is enabling HNWIs & UHNWIs to enjoy financial freedom to take charge of their investments and assets.

August 11, 2023

Altoo Platform: How Does Multibanking Work For Wealthy Individuals?

Today, we've chosen an article from the Altoo Insights library and brought you Prof. Dr. Andreas Dietrich's evaluation of the Altoo Wealth Management Platform. Have you ever wondered how multibanking works for affluent people? Continue reading to learn more.

August 10, 2023

Transferring Wealth With More Ease

There is a natural psychological barrier to preparing for the death of a beloved family member. But postponing the necessary steps can be a costly mistake, as tragic events often come as a surprise. Succession planning might be an uncomfortable process, but the risk of losing what has taken a lifetime to build is much worse. The good news is that digital platforms for managing wealth have vastly simplified the process of wealth transfer.

August 9, 2023

Singapore Is The New Destination For Single Family Offices

Because of asset globalisation, the ultra-high-net-worth (UHNW) families have a plethora of choices to acquire individual investment solutions from around the world that meet their asset objectives.

August 9, 2023

Malta’s Real Estate: A Vibrant Investment Location

Malta, the attractive Mediterranean island nation, has grown into a bustling real estate investment centre. The island has been a popular location for both domestic and international purchasers due to substantial tax incentives, a strong economy, and advantageous market circumstances. What will be the most important characteristics of the Maltese real estate market in 2023?

Explore by Entity

In the Know: Cloud-Based Portfolio Management

Reducing The Carbon Balance In The Financial Industry

Solving The Inheritance Conflict Problem

Taking Control of Wealth

Altoo Platform: How Does Multibanking Work For Wealthy Individuals?

Transferring Wealth With More Ease

Singapore Is The New Destination For Single Family Offices

Malta’s Real Estate: A Vibrant Investment Location

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