blogs
27th February 2025
The wealth management industry is at a crossroads. Shaped by evolving client expectations, technological advancements, and increasing regulatory scrutiny, wealth managers - including individual advisors, ultra-high-net-worth individuals (UHNWIs), and family...
blogs
31st January 2025
The wealth management industry is at a crossroads. Shaped by evolving client expectations, technological advancements, and increasing regulatory scrutiny, wealth managers - including individual advisors, ultra-high-net-worth individuals (UHNWIs), and family...
case study
29th January 2025
Thomas D. Meyer is a seasoned executive who has been driving innovation in Switzerland for more than 30 years.
After leaving Accenture Switzerland, where he served as managing director, he has...
case study
23rd January 2025
As the owner of a management consultancy, Toni Köhli helps successful Swiss companies overcome financial challenges. With over 25 years of C-level experience in the digital economy, he currently serves...
case study
15th January 2025
In Family Offices, spreadsheets are a common "tool of the trade" often considered a necessary evil.
But the founders of Multi-Family Office ALBAPAZ AG envisioned a more streamlined approach to monitoring...
blogs
9th January 2025
With American President-elect Trump reportedly expressing enthusiasm for cryptocurrencies and regulatory discussions about strategic Bitcoin reserves taking place in several countries, 2025 is shaping up to be a pivotal year...
blogs
22nd October 2024
Family offices are underinvested in operational technology, often relying on paper-based methods and Excel spreadsheets. Transitioning to digital wealth platforms enhances efficiency, decision-making, and collaboration. This insight explores how digital...
blogs
5th September 2024
According to legendary investor Warren Buffett, successful wealth management is all about following two rules. The first is to never lose money. The second is not to forget the first...
blogs
29th August 2024
Thanks to digitalisation, data transparency is gaining ground in wealth management. With the help of digital platforms, error-free data synchronisation is possible in real time.
Digitalisation is changing client expectations and...
insight
31st July 2024
Managing personal wealth, whether it is your own, your family’s, or your client's, can seem overwhelming these days. Keeping on top of a diverse set of investments, market fluctuations, and...
blogs
22nd July 2024
FinTech companies are introducing innovative methods to understand and manage even the most diverse portfolios. If you are considering working with one of these financial industry newcomers independently – that...
blogs
10th July 2024
Wealth owners are shifting away from traditional banking and manual methods in favour of tech solutions for more holistic wealth management. Tracking Altoo's journey as a Swiss-based fintech, this insight...
blogs
2nd July 2024
With today’s wealth management industry undergoing rapid transformation driven by pervasive digitalisation, a new wave of technology-driven solutions is democratising access to wealth management through the wealth-as-a-service (WaaS) model. While...
blogs
Data Management & Analysis
Digital Platforms & Tools
27th February 2024
In today’s increasingly digitalised financial landscape, all forward-thinking wealth professionals face a shared set of challenges in consolidating, analysing, and visualising data as they monitor investments. For family officers, in...
blogs
11th December 2023
These organisations, which previously relied on traditional financial management systems, are now implementing digital solutions to improve efficiency, accuracy, and client satisfaction. The purpose of this article is to investigate...
blogs
Business Strategy & Advisory
Technology Strategy & Consulting
18th October 2023
New generations challenges
UHNW families clearly seek a legal structure that enables them to not only preserve their wealth but also to pass on their wealth in a thoughtful manner. The...
blogs
Business Strategy & Advisory
Digital Platforms & Tools
12th October 2023
"It's Europe's time to shine" - these are the words of Robert Cielen, Head of International Wealth Management Europe at Credit Suisse, told the Euromoney specialised edition a year ago....
blogs
Business Strategy & Advisory
Market & Business Infrastructure
9th August 2023
A new buzzword is sweeping the financial and technology sectors: the Metaverse. Banking giants Goldman Sachs, Morgan Stanley, and Citi consider this phenomenon, along with the underlying Blockchain technology, to...
blogs
18th July 2023
Empower your wealth management with Altoo’s intuitive Wealth Platform
In today’s quick-paced society, time is truly a luxury that not many can afford to spare.
For those whose wealth surpasses the general...
news
10th July 2023
Partner Content: Altoo wealth platform provides a secure home to build your digital wealth legacy
The Altoo Wealth Management Platform has been designed to overcome this challenge to help improve decision-making by...
blogs
Client Engagement & Management
Digital Platforms & Tools
14th June 2023
Introducing our private equity reporting module
We are delighted to announce the launch of our latest feature: Private Equity reporting. Designed to equip you with a comprehensive set of tools and metrics...
blogs
Digital Platforms & Tools
Investment Platforms & Tools
27th February 2023
Benefits of property asset management software to simplify complex wealth
When part of your complex wealth portfolio is made up of real estate, it is essential to track your property value...
blogs
Digital Platforms & Tools
Document Management & Storage
24th January 2023
Benefits of wealth management reporting software for UHNWI’s
The majority of Ultra High Net Worth Individuals (UHNWIs) understand that it is important to diversify your portfolio. Rather than keeping all your...
blogs
Digital Platforms & Tools
Portfolio Build, Analysis & Reporting
9th December 2022
In a recent survey report released by UBS*, one of the world’s largest wealth managers, it is revealed that many investors simply are not taking the actions necessary to ensure...
blogs
Digital Platforms & Tools
Portfolio Build, Analysis & Reporting
30th November 2022
Introducing Liquidity Planning
Over the last few months, we have been working towards making it easier for you to understand your current liquidity and to support you in planning your future...
blogs
Digital Platforms & Tools
Family Office
26th October 2022
Lack of clarity and transparency around financial planning is an issue many organisations have to deal with, but family offices have an extra layer of complexity. A typical family office...
blogs
Cyber & Network Security
Digital Platforms & Tools
19th September 2022
Understanding security management
A feasible analogy to understand security management is to look at it as a multi-layered approach from the exposed outer skin to the most protected inner core. Security...
blogs
Cyber & Network Security
Digital Platforms & Tools
16th September 2022
At Altoo, we help wealthy private individuals to keep track and control of their assets. With a larger amount of wealth comes complexity: our customers have multiple e-banking relationships. They...
blogs
Digital Platforms & Tools
Portfolio Build, Analysis & Reporting
8th June 2022
Open Banking is an umbrella term used to describe technology that allows clients of banks (or accredited third parties) to access client data (e.g. transactions and holdings) or services of...
blogs
Digital Platforms & Tools
Portfolio Build, Analysis & Reporting
19th January 2022
Do you remember the days in private banking, when everyone had just one bank account and one adviser? Even for most average banking customers, those days are long gone. And...
blogs
Digital Platforms & Tools
Portfolio Build, Analysis & Reporting
16th December 2021
Introducing benchmarking
Over the last few weeks, we have started to roll out a much anticipated new feature: Benchmarking. And we are pleased to announce that this is now fully available!
This...
blogs
4th June 2019
Managing wealth becomes increasingly complex. Besides a growing variety of investment opportunities, clients more and more pursue to choose best-in-class solutions leading to an increasing number of stakeholders. For service...
