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.
To streamline their workflows and optimise their results, today’s successful wealth management firms use vast quantities of data covering multiple aspects of their clients’ financial lives, from the values of their portfolios to their personal information.
In 1997, four researchers left Roche to found Actelion, a Swiss multinational pharmaceutical and biotech company Johnson & Johnson acquired for US $30 billion in 2017. Cardiologist Jean-Paul Clozel assumed the role of founding CEO, but the research brains behind the operation were those of his wife Martine Clozel. Today she is known as one of the most successful female business founders in Switzerland.
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.
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.
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.
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.
Over the last two decades, cybercrime has become an industry estimated by Mackenzie Investments to have grown around 300%. Today, many governments are building up their cyber defence structure in expectation of greater cyber threats. Clearly, taking effective measures to protect your financial data is more important than ever. Here are six reasons you can rely on the Altoo Wealth Platform to do so.

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