September 28, 2023

Why Are Independent Asset Managers Important For Affluent Families

Within the late great generational wealth transfer, more than 18'000 ultra-high-net-worth (UHNW) families were passing on assets to Gen X and millennial inheritors in the US, as the New York Times noticed recently. Thus, wealthy families have been turning to Family Offices. Still, the Family Office is not the last stage of wealth management development.

September 25, 2023

Wealth Management In South Africa: $85 Billion AUM

The ‘Big 5’ wealth markets in Africa—South Africa, Egypt, Nigeria, Kenya, and Morocco—together account for 56% of Africa’s high-net-worth individuals and over 90% of the continent’s USD billionaires. South Africa, and mainly Johannesburg, is the leading wealth management hub in Africa, with assets under management of just over USD 85 billion, according to the latest Africa Wealth Report 2023.

September 25, 2023

Celebrating A Milestone With The OpenWealth Association

Altoo takes pride in being at the cutting edge of technical innovation in the wealth tech business.

September 22, 2023

Guide To The Wealth Management Landscape In Monaco

Monaco is one of the leading countries that are considered havens for High-Net-Worth Individuals (HNWIs) and Ultra-High-Net-Worth Individuals (UHNWIs). Yet, there’s more to this Mediterranean principality than just its appealing tax efficient structures. Diving deeper, Monaco offers a multitude of sophisticated services to potentially secure the financial future HNWIs and UHNWIs. These services go far beyond mere fiscal benefits, presenting a comprehensive financial planning and asset management ecosystem.

September 14, 2023

Hyper-Personalization In Wealth Management

In the rapidly evolving wealth management industry, one concept stands out as a game-changer: hyper-personalization. As investor expectations continue to shift, financial professionals must adapt and embrace the power of tailored financial advice. This article explores the importance of hyper-personalisation in wealth management and how it can drive client satisfaction.

September 14, 2023

AI in Wealth Management: Moving Beyond Fear

AI is reshaping the wealth management industry, revolutionising the way investment services are delivered, and transforming the client experience. The rise of robo-advisors and the integration of AI-powered models are just a few examples of how this technology is already making its mark. While there are many benefits to integrating AI into wealth management, there are also some concerns that the best wealth management platforms, like Altoo, are addressing.

September 7, 2023

Modern Tools In Wealth Management

Managing wealth becomes increasingly complex. Besides a growing variety of investment opportunities, clients more and more pursue best-in-class solutions, leading to an increasing number of stakeholders. For service providers like wealth managers and family offices, reducing complexity for their clients is key to distinguishing themselves and strengthening their client relationships.

August 10, 2023

Portugal: The Preferred Destination For High-Net-Worth Individuals

Portugal has emerged as a top destination for high-net-worth individuals seeking investment opportunities and alternative residency options. With its Golden Residence Permit Programme, attractive investment ecosystem, and exceptional quality of life, Portugal offers a safe and flexible environment for wealthy investors. In this article, we will explore why Portugal is the preferred choice for HNWIs.

Wealth Management

Why Are Independent Asset Managers Important For Affluent Families

Wealth Management In South Africa: $85 Billion AUM

Celebrating A Milestone With The OpenWealth Association

Guide To The Wealth Management Landscape In Monaco

Hyper-Personalization In Wealth Management

AI in Wealth Management: Moving Beyond Fear

Modern Tools In Wealth Management

Portugal: The Preferred Destination For High-Net-Worth Individuals

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