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Wealth Owners Of The Future: Who They Will Be And How To Win Them As Clients

According to current statistics, your wealthiest clients are likely to have a rather uniform personal profile. According to research from Wealth-X, the global population of ultra-high net-worth individuals (UHNWIs) is 89% male, with an average age of 65. In the near future, however, the population of wealth owners will include more women, Great Wealth Transfer recipients, and affluent earners having just crossed the high net worth threshold. This article outlines what you should know to best position yourself to serve tomorrow’s digital-native investors.
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Leveraging Tech To Transform Client Concerns Into Client Satisfaction

As a wealth manager, do your clients take your advice entirely at face value? If not, they probably have good reasons. After all, they most likely became wealthy by thinking analytically. You should not expect them to stop that analysis just because you are providing the answers. Fortunately, their difficult questions can hold immense value for both you and them. A sophisticated digital wealth platform can help you extract and unlock that value.
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Addressing Family Offices’ Top Three Investment Monitoring Challenges

In today’s increasingly digitalised financial landscape, all forward-thinking wealth professionals face a shared set of challenges in consolidating, analysing, and visualising data as they monitor investments. For family officers in particular, these challenges involve three specific challenges. Here we suggest how you can successfully address them.
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The World’s Most Powerful Supercomputers

Frontier – the world’s fastest supercomputer. Photo credit: Oak Ridge National Laboratory in Tennessee, USA
Supercomputers have revolutionised the field of computing, enabling scientists, researchers, and industries to tackle complex problems and make groundbreaking discoveries. These high-performance machines are capable of processing vast amounts of data and performing calculations at unprecedented speeds. Let's explore the most powerful supercomputers in the world, their capabilities, and the impact they have on various fields of study and industry.
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AI Takes Centre Stage At Davos 2024

The 54th Annual Meeting of the World Economic Forum (WEF) is now taking place in the beautiful town of Davos, Switzerland. It brings together a wide range of world leaders and thinkers. A focus on artificial intelligence (AI) at Davos this year – alongside perennial issues related to geoeconomics and climate change – indicates the significant extent to which this innovative technology is expected to shape our world.
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How Robo-Advisors Can Help Human Wealth Managers

Robo-Advisors
Automated, algorithm-driven investment platforms, commonly known as robo-advisors, have emerged as a convenient solution for portfolio management. While able to serve as an alternative to human financial advisors for fee-sensitive clients preferring a do-it-yourself approach, robo-advisors can also provide a valuable tool for traditional, relationship-driven wealth management firms to provide superior services. This article describes how.
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The Top Four Family Office Use Cases For AI

Family Office AI
Wealthy families and their advisors face the challenge of handling complex information from diverse sources, including investment managers, lawyers, and accountants. Artificial intelligence (AI) is emerging as a powerful ally, aiding in extracting valuable insights from this information overload and facilitating clear communication within family offices. Below we outline the top four family office use cases for AI and what to remember when embracing them.
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ChatGPT And AI: A Guide To Understanding The Language Of The Future

Chat GPT
ChatGPT has emerged as a revolutionary tool that bridges the gap between humans and machines. This advanced language model, developed by OpenAI, has opened up new possibilities in natural language processing, transforming the way we interact with technology. In this article, we'll delve into the essential terms, useful prompts, and everything you need to know to harness the power of ChatGPT and AI tools.
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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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