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Altoo Insights Podcast

July 29, 2024

Episode 4 with Simon Kaufmann, Head of Business Development at Altoo AG

“When you use a solution like the Altoo Wealth Platform, your wealth management becomes dynamic as you have a more comprehensive understanding of your assets overall,” explains Simon Kaufmann. For additional information, listen to the fourth episode of our podcast series.

July 05, 2024

Episode 3 with Stefan Thiel, Chief Technology Officer of Altoo AG

“Cybercrime is on a steep rise, as many studies show, and it is now a multi-billion-dollar market,” says Stefan Thiel, Chief Technology Officer at Altoo AG, in the third episode of the Altoo Insights Podcast. He also explains how Altoo is actively working to combat cybersecurity threats
with its advanced systems and careful monitoring.

May 13, 2024

Episode 2 with Philip Hediger, Head of Wealth Servicing of Altoo AG

Client experience is a crucial part of the relationship with your clients, but with so many ways to create a digital client experience, wealth managers often over- or underestimate their services. Hear more in the second episode of the Altoo Insights Podcast.

May 13, 2024

Episode 2 with Philip Hediger, Head of Wealth Servicing of Altoo AG

Client experience is a crucial part of the relationship with your clients, but with so many ways to create a digital client experience, wealth managers often over- or underestimate their services. Hear more in the second episode of the Altoo Insights Podcast.

March 14, 2024

Episode 1 with Ian Keates, CEO of Altoo AG

How does the future of wealth management look like? In the first episode of the Altoo Insights Podcast, our CEO Ian Keates talks about the most important wealth management trends everyone should have on their radar. He also recounts how Altoo drives continuous in-house innovation and delivers a best-in-class client experience.

March 14, 2024

Episode 1 with Ian Keates, CEO of Altoo AG

How does the future of wealth management look like? In the first episode of the Altoo Insights Podcast, our CEO Ian Keates talks about the most important wealth management trends everyone should have on their radar. He also recounts how Altoo drives continuous in-house innovation and delivers a best-in-class client experience.

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November 20, 2023

How digital does a family office need to be?

Wir-Magazine editor Johannes Sill talks to Philip Hediger, Head of Wealth Servicing at ALTOO, about current developments in German.

November 20, 2023

How digital does a family office need to be?

Wir-Magazine editor Johannes Sill talks to Philip Hediger, Head of Wealth Servicing at ALTOO, about current developments in German.

Each year, the World Economic Forum (WEF) in Davos spotlights a set of thematic priorities deemed essential for business and political leaders to discuss as they direct the course of multinational corporations and national policies. While not every ultra-high-net-worth individual (UHNWI) attends this prestigious gathering or directly steers the trajectory of a company or country, all UHNWIs can leverage WEF thematic priorities as tools for charting their own personal financial priorities in the year ahead. To facilitate “Mini Davos” brainstorming sessions, in this article we present the thematic priorities on the 2025 WEF agenda and suggest how UHNWIs can align these internationally recognised priorities with their own individual wealth plans.
The wealth management industry is at a crossroads. Shaped by evolving client expectations, technological advancements, and increasing regulatory scrutiny, wealth managers - including individual advisors, ultra-high-net-worth individuals (UHNWIs), and family offices - should balance delivering immediate value with building long-term resilience. This is not just a strategic objective but a critical imperative for survival in a rapidly transforming market.
As the World Economic Forum (WEF) prepares for its 54th annual meeting in Davos from January 20–24, 2025, Altoo is closely following this globally influential event, committed to contributing to discussions on the future of technology solutions. With its innovative digital wealth management platform, Altoo brings fresh insights to the challenges and opportunities highlighted at the forum. Through a series of upcoming articles, Altoo will explore how the key theme of this year’s gathering align with the evolution of wealth management, and how technology can be harnessed to drive industry-wide transformation.

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