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Key Takeaways From Campden Wealth’s 2023 European Family Office Report

Family Officer Report
Last December, Campden Wealth, a membership organisation for wealthy families, released its latest European Family Office Report in partnership with HSBC Global Private Banking. This article outlines the report’s key findings.
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In The Know: Digital Wealth Platform Basics

Digital Wealth Platform
Rapidly developing technology is reshaping practically every aspect of the financial industry. When it comes to how affluent individuals and their service providers understand and grow the assets under their care, the rise of digital wealth platforms is the most prominent example. Read on for an overview of what these solutions are, what is driving their increasing popularity, and what to look for in a good one.
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The Rise Of Prenuptial Agreements In China

Prenuptial Agreements
Prenuptial agreements have long been considered a taboo subject, often associated with a lack of trust in a relationship. However, the perception of prenups is shifting, particularly in Asia, where more couples are recognizing the benefits of openly discussing financial matters and planning for the future. In this article, we will explore the changing landscape of prenuptial agreements in China, examine the reasons behind their increasing popularity.
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Why Communicate About Inheritance?

Communication
Communication is a human thing, and it is where our strength lies. Still, it is also a source of conflict and struggle. Even within families, lack of communication or bad communication is a source of many problems. Not inheritance is often the cause of these problems, but the moment that deeper, unresolved conflicts are exposed.
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How To Position Your Family Office More Strategic?

FO More Strategic
If running perfectly, the family office (FO) can be the key to protecting your wealth and leaving a legacy for future generations. In today’s rapidly evolving financial landscape, FOs must adapt to emerging trends and technologies. Moreover, FOs that look to function at their most efficient will almost always rely to some degree on outside service providers. What are the strategic decisions the FO should make in order to be successful?
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Key Takeaways From The UBS Billionaire Ambitions Report 2023

UBS Billionaire Index
The UBS Billionaire Ambitions Report 2023 highlights a significant shift in which billionaires have crossed the line where inheritance outpaces entrepreneurship in wealth accumulation.
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Private Investors And Digital Portfolio Management

Digital Portfolio Management
In the ever-changing world of financial management, digital wealth management has grown as a critical tool for private individuals. It makes use of technology to deliver a comprehensive, real-time view of a person's financial portfolio.
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How The Great Wealth Transfer Might Shape The Future Of Society?

Wealth Transfer
The next 10–20 years represent a momentous opportunity for the younger generation. Known as the "Great Wealth Transfer," a massive amount of financial wealth will be transferred from the Baby Boomer generation to Millennials and Gen Z, collectively known as Zennials. This intergenerational transfer will not only impact the economy but will also have a ripple effect on technology and culture.
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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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