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Wealth Management

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.
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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.
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Managing Wealth: A Guide for Ultra High-Net-Worth Women

Effective wealth management requires a proactive and informed approach. Ultra-high-net-worth women, in particular, prioritise personalised financial advice that aligns with their values. They also value long-term investing and sustainable, ESG-focused strategies. By implementing a comprehensive wealth management strategy, these affluent women can confidently navigate the financial landscape and create a lasting legacy of prosperity.
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Family Offices: Various Types For Different Generations

Each family office (FO) is as unique as the family it supports. But it is the family who determines what model of family office would serve both the family and the business. Thus, the needs of the family and the business goals and needs have to be carefully considered.
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Professional Football As A Target Of Private Investors

Private investors are becoming more important and are changing football in the background more strongly than many think. The role of super-rich owners, including oil-producing countries, is continuing to decline. Football is rapidly changing from an economic point of view after the Corona pandemic.
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Analytics In Wealth Management: The Most Important Things To Know

Analytics plays a central role in wealth management by providing advisors with insights into client needs, preferences, and behaviors. By analyzing data from multiple sources, advisors can gain a more complete understanding of their clients' financial situation and develop more personalized investment strategies. What is the role of analytics in wealth management, including its benefits and future potential?
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How To Manage Wealth Of UHNWIs Across Generations?

The gap between older and younger generations' financial ideologies widens as the financial landscape changes. It is the result of technological advancements and shifting global economies. For UHNWIs and HNWIs, understanding and navigating this generational wealth and differences isn't just a matter of family harmony—it's crucial for the effective management and growth of their vast assets.
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Biggest Challenges For Wealth Management Industry In 2023

The great wealth transfer from one generation to the next—experts predict that until 2060, around USD 60 trillion will move from older generations to younger ones—together with the digitalization degree our world has never seen before are the main factors in the biggest challenges for the wealth management industry. Including demography, millennials will soon become the majority of global wealth holders. The firms must start working on understanding the needs and desires of younger generations.
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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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