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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.

Family offices are rapidly expanding their service offerings, with family engagement and education emerging as the most frequently added service since 2023. Behind this trend lies a complex reality: successful family engagement requires moving beyond traditional educational approaches to embrace active participation, address learning needs that extend beyond finance, and navigate the challenges of globally dispersed families.
Family offices often recruit talent from investment banks, private equity, and wealth management firms. Yet in family office settings these professionals may find themselves struggling with challenges less common in other areas of the finance industry: managing family dynamics, bridging knowledge gaps between generations, and balancing active business interests with investment portfolios. Advanced digital wealth platforms are emerging as a solution to help family office professionals succeed in this complex environment.
The global family office market has reached $20.13 billion in value and is projected to hit $27.61 billion by 2030. This growth reflects a fundamental shift in how ultra-high-net-worth families approach wealth management, moving from simple stewardship to strategic value creation across generations.

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