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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.

Insights On Wealth Management And More.

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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.

While you may not be specialised in the technology side of your firm’s operations, it is worth understanding the basics of cloud security. Your clients read the news, and the next time a cyberattack makes headlines they may wonder if you – and they – will be next. The information in this article will give you a solid foundation for putting their minds at ease.
While you may not be specialised in the technology side of your firm’s operations, it is worth understanding the basics of cloud security. Your clients read the news, and the next time a cyberattack makes headlines they may wonder if you – and they – will be next. The information in this article will give you a solid foundation for putting their minds at ease.
In today's fast-paced world, wealth and asset management has become increasingly complex and time-consuming for private individuals. The more bank relationships you have and the more diverse your individual portfolio, the harder everything becomes to manage — especially if you’re trying to do it manually. Advanced wealth management platforms like Altoo are helping people like you manage their financial portfolios across banks in near real time through the power of bank connectivity.

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Insights On Wealth Management And More.

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