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Wealth Management

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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The Top Four Benefits of Data Visualisation For Wealth Managers

Data Visualisation
Most modern wealth managers have plenty of financial data of multiple types from multiple sources. The key question is: what are they going to do with it? Properly visualising the data is one of the most valuable steps for distilling meaningful insights from it – and ultimately driving superior returns for their clients. Here is why.
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India: A Rising Wealth Management Hub

Wealth Management India
On average, the total number of ultra-wealthy Indians is growing by three every day. Two years ago,there were around 13,000 ultra high net worth individuals (UHNWIs) in India, and this figure is expected to grow to 19,000 by 2026. India’s wealth is no longer concentrated only in Mumbai and Delhi; around 50% of Indian wealth is in the country’s top five cities.
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Meet The Cutting Edge Of Wealth Portfolio Management

Modern wealth managers seek to leverage the latest digital solutions as they continuously refine their strategies. An effective portfolio management system can provide them with a technological foundation for analysing investment performance in real-time and making better, more-informed decisions regarding asset allocation, risk management, and rebalancing. Below we outline what wealth managers can expect from such a solution.
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Six Key Criteria For Assessing Wealth Management Cybersecurity

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.
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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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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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