Search
Close this search box.
Contact Us

Explore by Entity

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?
Read More »

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.
Read More »

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.
Read More »

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.
Read More »

How To Navigate The Great Wealth Transfer?

Great Wealth Transfer
Bill Gates pledged to give “virtually all” of his wealth away. The outdoor industry businessman and Patagonia founder, Yvon Chouinard, decided to donate his entire company to fight climate change. It is evident that the views of inherited wealth have changed. Baby boomers are the generation that has accumulated a greater percentage of wealth than any other generation ever has. What will the transfer of wealth worth more than USD 68 trillion globally look like?
Read More »

Why Should Wealth Managers Target Female Entrepreneurs?

Female Entrepreneurs
The rise of female entrepreneurs and career women is a reason why women's power is increasingly being talked about in wealth management.
Read More »

The Role Of Emotional Intelligence In Building Wealth

Emotional Intelligence
While IQ is often considered a key determinant of success, Emotional Quotient (EQ) plays a more critical role in building wealth and achieving financial success. The ability to build strong relationships, make effective decisions, demonstrate resilience, and engage in continuous self-improvement are all facets of emotional intelligence that are essential on the path to financial success.
Read More »

Financial Trends Among The Wealthy

Financial Trends
Wealthy individuals are influential players in various sectors, including finance, philanthropy, politics, and business, and their decisions and activities can significantly impact local and global economies.
Read More »
Explore More

Insights On Wealth Management And More.

Delivered To Your Inbox, Weekly.
Subscribe Now

Altoo

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.

Contact Us
Linkedin Icon Twitter
Altoo Platform Media

Platform

Solution

Company

Contact us

Altoo AG

Zugerstrasse 77
6340 Baar
Switzerland

Altoo Platform Media

Ⓒ Altoo 2018-2024. Made in Switzerland. All rights reserved.

Left Menu Icon