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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.

Intergenerational wealth transfer has always been among the hardest challenges in wealth management. Getting it right starts with visibility; you can't educate heirs about wealth you can't clearly show them. The increasing international mobility of both wealth owners and their families means transfers now span multiple jurisdictions, currencies, and legal systems simultaneously. As complexity multiplies, the foundational requirement of unified visibility becomes more critical.
How a Swiss platform enables the first truly neutral overview of complex wealth — and quietly transforms decision-making
As record numbers of wealth owners move and invest internationally, wealthy families face a critical infrastructure question: Should we replicate our wealth management systems in new countries? Local expertise will always be essential, but the definition of "local" can be expected to evolve over time. Consolidated data infrastructure is key to avoiding unnecessary operational barriers as global footprints and portfolios expand.

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