What should private bankers and independent asset managers make of it all?

1. It is time to invest in digitalisation
Digital tools are crucial for staying relevant to increasingly digitally-savvy investors.

2. Focus innovation on empowering clients
Great Wealth Transfer recipients seek more personalised advice and greater control over their portfolios.

As far back as 2017, Capgemini found that 56% of HNWIs were open to using digital tools.

In 2021, EY found that 25% of HNWIs and 20% of UHNWIs are choosing digital tools as their first choice for engagement.

In 2023, EY highlighted digital tools enabling a comprehensive view of assets and liabilities as good solutions for handling complex wealth transfer planning.

3. Leverage Fintech solutions
Specialised technology service providers open doors to datadriven ecosystems centred around client benefits.

Altoo, brings a multi-banking view and more to wealthy individuals.
All balances and portfolios visualised in one place. No more hopping from one bank website to another

Data on all bankable and non-bankable assets brought together. No more complex spreadsheets or chasing custodians for information.
A digital "document safe" for any paperwork linked to any asset. No more hunting for email attachments.

Navigate your wealth with ease, let it "think and speak."