October 3, 2023

Wealth Management In 2023: Growth Less Than Expected

If you look at the predictions from a few years ago about the size of the assets that the asset and wealth management (AWM) industry will manage today, you'll realize that some predictions simply aren't coming true.

October 3, 2023

Digital Onboarding In Wealth Management For HNWIs & UHNWIs

Ultra High Net Worth Individuals (UHNWIs) and High Net Worth Individuals (HNWIs) can no longer ignore the technological shift in wealth management — digital onboarding — in an era where digital transformation is redefining industries. It is a pivotal shift in financial services and business operations that combines efficiency, security, and personalization.

October 2, 2023

Hybrid Model Of Wealth Management For Family Offices

Is it better to build an in-house investment team or to outsource the whole investment management process? For many family offices, combining internal and external expertise is often the most effective way to reach success.

September 29, 2023

Wealth Management Strategies And The Importance Of ESG

As wealth management strategies evolve, the integration of ESG factors is becoming increasingly important. Biodiversity, an important ESG element, is central to a sustainable future. Wealth managers can now integrate biodiversity into their investment strategies. This article explores the link between asset management, ESG, and biodiversity.

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.

Wealth Management

Wealth Management In 2023: Growth Less Than Expected

Digital Onboarding In Wealth Management For HNWIs & UHNWIs

Hybrid Model Of Wealth Management For Family Offices

Wealth Management Strategies And The Importance Of ESG

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

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