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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, Chief Customer Officer 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, Chief Customer Officer at ALTOO, about current developments in German.

For many family offices, the risks are no longer theoretical. Governance is informal, reporting delayed, and portfolios are growing more complex by the quarter. Yet many still rely on basic spreadsheets to track billions. According to Copia Wealth, citing KPMG data from 2025, more than 57% of global family offices continue to use general tools like Excel for core financial reporting.
Family offices were once discreet custodians of generational wealth. In 2025, they are fast-moving, capital-rich operators reshaping global investment markets. UBS reports that the average family office now oversees about USD 1.1 billion in assets. With over 3,000 single-family offices worldwide managing more than USD 4.7 trillion, their footprint rivals that of institutional investors (UBS Global Family Office Report, 2025).
Industry research shows that all family offices outsource at least some functions. IT services rank as the third most commonly outsourced area, after legal and tax planning services. At the same time, cybersecurity was the second most common new service that family offices added over the last two years. As security concerns push family offices toward better technology solutions, partnering with an advanced digital wealth platform provider can become the foundation for effective operations across their entire service range.

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