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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.

Rapid digitalization has turned cybersecurity into a paramount concern - especially for wealthy individuals and the institutions managing their assets. Altoo AG prides itself on safeguarding client wealth and sensitive data, combining cutting-edge technology with the confidence of Swiss data hosting. In this exclusive Altoo Insights interview, CEO Ian Keates shares how Altoo weaves security into its very DNA and offers practical tips for staying ahead of ever-evolving cyber threats.
Securing diversified wealth is a never-ending process. In this process, market and economic forces are among the most widely discussed and analysed factors when it comes to future-proofing portfolios.
On 3 February 2025, US President Trump signed an executive order to formulate a plan for creating a federal-level sovereign wealth fund (SWF). This initiative will obviously have implications for global markets, but it also invites UHNWIs to consider what can be learned through observing these massive state-owned investment vehicles in general. In many ways, SWFs' objectives mirror those of ultra-high-net-worth individuals and their families - both are focused on growing and preserving wealth across generations while balancing risk and opportunity. Starting with this piece on SWF governance, over the coming weeks we will explore the striking parallels between sovereign and private wealth management and extract the most valuable insights for UHNWIs.

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