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Wealth Management

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.
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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.
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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.
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Celebrating A Milestone With The OpenWealth Association

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