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Private Wealth Owners

What To Know About The Swiss Banking Secrecy

When it comes to protecting one's financial anonymity, many think immediately of the Swiss banking secrecy. Since the introduction of the international exchange of information on bank data, Swiss banking secrecy has lost its prominence. Read on to see what has changed in this regard.
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Pixar Animation Studios: A Journey Of Success

Pixar Animation Studios has become synonymous with groundbreaking computer-generated animation and heartwarming storytelling. The studio has revolutionised the animation industry with its innovative strategies and commitment to producing high-quality films that captivate audiences of all ages.
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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.
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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.
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Taking Control of Wealth

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