Search
Close this search box.
Contact Us

Wealth Management

Strategies For A Turbulent Decade: Asset Management In 2023

The world of asset management is at a crossroads. It is having problems and changes that have never been seen before, and they have gotten worse over the past few years. The response from the business has been quick changes and a lot of new ideas, but the future is still unclear. According to the updated EY 2021 Reframing Asset Management study for 2023, a change in strategy is necessary.
Read More »

The Great Gatsby’s Lessons On Wealth And Money

In Francis Scott Fitzgerald's timeless novel, The Great Gatsby, the themes of wealth and money take centre stage. Through the characters and their experiences, Fitzgerald offers valuable insights into the role of wealth in shaping people's lives and aspirations. In this article, we delve into the lessons that The Great Gatsby can teach us about wealth and money.
Read More »

The Next Wave: Future Business Models In Wealth Management

At a time when technology is changing quickly and the global economy is unclear, the wealth management industry is at a crossroads. According to a recent KPMG study, a sector of the economy that has traditionally catered to the wealthy is undergoing significant change.
Read More »

Why Do Family Offices Need Modern Wealth Management Solutions?

Twenty years ago, people we would call "family office employees” today were folks who were working in private trust companies. Or maybe it was a family's lawyer or somebody who was more mature in their career. But the situation has changed dramatically.
Read More »

What Are The AI Trends In Wealth Management?

Nowadays, many firms are exploring various forms of AI for a range of uses. They look for greater back-office and middle-office efficiency and to secure better experiences and outcomes for clients. How do wealth managers cope with AI?
Read More »

The Middle East As An Emerging Region For ESG Investments

The Middle East has embarked on the creation of sustainable projects. The ESG projects (environmental, social, and government impact) highlight the commitment of the government and businesses towards transitioning towards a sustainable energy mix as well as a sustainable economy.
Read More »

Navigating The New Horizons Of Asset & Wealth Management

The asset and wealth management (AWM) industry is at a strategic crossroads in an era of unprecedented complexity and change. The 2023 Global Asset & Wealth Management Survey from PwC sheds light on significant shifts and challenges that have begun to reshape the industry.
Read More »

How The Wealthy Can Manage Their Finances

In the fast-paced world of high-net-worth investing, understanding the intricate financial behaviours of UHNWIs and HNWIs is paramount. Wealthy investors often exhibit financial behaviours that deviate from the norm of the financial markets.
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