We’re a global partner delivering data and intelligence on the most impactful people to our clients’ success. Altrata is comprised of 5 unique offerings: BoardEx, Boardroom Insiders, RelSci, WealthEngine, and Wealth-X. With more than 100 million profiles on wealthy individuals, senior decision makers, board members and c-suite leaders, Altrata provides intelligence on the people who are most impactful to our clients’ success. Advanced integration solutions allow deeper insights and access with more than 9 trillion connections helping clients close more deals, manage risk and identify up and coming talent quickly. Altrata is powered by a global team of researchers who are committed to maintaining millions of profiles and changing data points, so you can effectively engage and make meaningful, lasting connections. We are intelligence with impact. Our diverse global team spans 7 countries and enjoys flexible working options, longer weekends, competitive compensation and benefits, and exciting career opportunities. For current career opportunities, visit – https://altrata.com/careers/ Altrata.com
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Which region do you think saw the biggest increase in ultra wealthy population last year? Altrata’s World Ultra Wealth Report launches this week, featuring more intriguing statistics and insights on the world’s UHNW population.
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In all major regions, individuals with a net worth of $100m+ will account for 40-50% of total transferred wealth. This significant transfer will fuel demand for personalized financial advisory services, while also igniting interest in high-end luxury goods and real estate. It will also lead to a surge in donations and strategic philanthropic partnerships as a result. Gain valuable insights by accessing Altrata's Family Wealth Transfer 2024 report today – http://spr.ly/6047iRhAb
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To which industry do wealthy individuals with $100m+ passing wealth devote most of their time? At a global level, banking and finance is the primary focus for the largest share of individuals – twice as common as the next-ranked sectors. Unlock the insights shaping the future of wealth management. Dive into Family Wealth Transfer 2024 to stay ahead of the curve - https://bit.ly/45udwSU
Environment and healthcare gain prominence among future wealth beneficiaries. The next generation inheriting wealth shows a greater interest in environmental and healthcare causes compared to the current wealth holders. Although favorite causes remain similar, such as education, arts, and social welfare, beneficiaries exhibit higher engagement across all top causes – https://bit.ly/45udwSU
The latest Momentum ITSMA Buyer Behavior Study shows a decline in trust towards vendors and advisors. During a recent panel interview on deepening trust with CxOs Craig Walker (formerly of Salesforce), Eleanor Meek (Dell Technologies), and Christian Weiss (Autodesk) discussed strategies for building trust along with our own Chris Akeson. One of the biggest take aways: Investing time in building strong relationships and doing your research. This involves thorough preparation for meetings, including researching the executives' business and understanding their current priorities.
Around 37,000 individuals with a net worth in excess of $100m will transfer a collective $13.9 trillion in wealth by 2033. Explore the latest insights from Altrata in our newest report, Family Wealth Transfer 2024, providing in-depth analysis and practical strategies to navigate this transformative wealth landscape – http://spr.ly/6047gYbmS
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