Aleta – a next-generation wealth platform

Did you secure your copy of our eBook, Decoding Private Equity? 🎁 This eBook consolidates critical PE knowledge into one definitive guide (slide right for a chapter overview). Refresh your own knowledge, or share the eBook with your clients – you have our permission. How to snag your copy: ✉ Subscribe to our newsletter in one of the articles on our website. 🗨 Leave a comment on this post. ✍ Send us a DM. Enjoy reading! #aletaknowledgehub #privateequity

This month, we celebrate 5 years of collaboration with Matter! 🥳 Matter has provided our wealth management platform with superior sustainability insights, playing an important role in setting Aleta apart as a next-generation wealth platform with sustainability data at the heart of its financial framework. 🧡 At Aleta, we’re committed to inspiring wealth professionals and wealth owners to look beyond profit and traditional financial metrics. We want to encourage a world where financial success is not only measured by profit, but also by the impact made on the environment, society, and future generations. 🌎 Having Matter as a trusted partner has been a game-changer in this mission. Our CEO, Ken Gamskjaer, has written a few words about how it all began and why high-quality and nuanced sustainability insights are crucial for a next-generation wealth platform like ours. Read the story here 👉 https://lnkd.in/dMCBnG3i

This Monday, The UN Biodiversity Conference (COP16) kicked off in Colombia, and this week’s #fridayfact clearly shows why this conference is more important than ever. Human activity is pushing 1 million species of plants and animals towards extinction, but in 2022, at COP15, more than 200 nations agreed on the historic 30 by 30 deal to protect 30% of the world’s land and oceans by 2030. 🌎 The formal name of the deal is the Kunming-Montreal Global Biodiversity Framework, but it’s also known as The Biodiversity Plan and its adoption is often referred to as the Bio-COP’s Paris moment. This year’s Biodiversity COP builds on this deal, and discussions center on three main topics to ensure The Biodiversity Plan is put into action: 🎯 Setting up a system to track progress on 23 key environmental goals. 🎯 Finding the money needed, including changing harmful subsidies and raising $200 billion a year by 2030. 🎯 Creating a fair system for sharing the benefits from using genetic information, like DNA data, from different countries. COP16 is attended by participants from over 190 countries. #aletaknowledgehub #biodiversity #cop16 #cop16colombia #biodiversityplan

40% of family offices are concerned with their reliance on spreadsheets and manual aggregation of financial data. The numbers tell a clear story: many family offices still have a significant opportunity to streamline operations and elevate management practices to a more professional level. And with nextgen clients expecting technology to be seamlessly integrated into their wealth management experience, modernizing is not really an option anymore. Getting a new system can seem overwhelming once an infrastructure has been established. However, for long-term success and prosperity, family offices must start viewing software solutions as strategic assets rather than obstacles. Choosing the right software is paramount. To assist family offices, Francois Botha from Simple publishes an annual overview of leading providers of family office software in a Forbes article. ⭐ We are proud to once again be featured as a top provider, and we look forward to partnering with more family offices prepared to transform their data management. With Aleta, they’ll be able to turbocharge productivity and drive exceptional outcomes. 🚀 𝐑𝐞𝐚𝐜𝐡 𝐨𝐮𝐭 𝐭𝐨 𝐮𝐬 𝐡𝐞𝐫𝐞 𝐨𝐧 𝐋𝐢𝐧𝐤𝐞𝐝𝐈𝐧 𝐨𝐫 𝐯𝐢𝐬𝐢𝐭 𝐨𝐮𝐫 𝐰𝐞𝐛𝐬𝐢𝐭𝐞 𝐭𝐨 𝐥𝐞𝐚𝐫𝐧 𝐡𝐨𝐰 𝐀𝐥𝐞𝐭𝐚 𝐜𝐚𝐧 𝐬𝐮𝐩𝐩𝐨𝐫𝐭 𝐲𝐨𝐮𝐫 𝐟𝐚𝐦𝐢𝐥𝐲 𝐨𝐟𝐟𝐢𝐜𝐞. We look forward to connecting with you. 🤝

75% of wealth management executives believe that AI will transform the industry in the next 1-2 years, according to a recent report by Capgemini. 🧠 AI is set to revolutionize key areas like automating manual processes, optimizing portfolios, and personalizing client communication. #fridayfact #aletaknowledgehub #ai #artificialintelligence

Francois Botha and the rest of the Simple team has just published their annual Software & Technology Report, exploring the evolving role of technology in family offices, with a focus on the growing adoption of AI, automation, and ESG considerations. Despite these advancements, the report reveals that many family offices still rely on outdated systems and spreadsheets, highlighting significant room for professionalization and modernization. 💡 However, digital transformation is expected to accelerate as the next generation increasingly drives the shift towards digitalization, and many new family offices are “born digital". Our CEO, Ken Gamskjaer, was interviewed for the report and shared his thoughts on how this evolution is fueling industry growth: 🎤 “𝐼 𝑏𝑒𝑙𝑖𝑒𝑣𝑒 𝑤𝑒’𝑟𝑒 𝑤𝑖𝑡𝑛𝑒𝑠𝑠𝑖𝑛𝑔 𝑠𝑢𝑏𝑠𝑡𝑎𝑛𝑡𝑖𝑎𝑙 𝑔𝑟𝑜𝑤𝑡ℎ 𝑖𝑛 𝑡ℎ𝑒 𝑓𝑎𝑚𝑖𝑙𝑦 𝑜𝑓𝑓𝑖𝑐𝑒 𝑡𝑒𝑐ℎ𝑛𝑜𝑙𝑜𝑔𝑦 𝑠𝑒𝑐𝑡𝑜𝑟 𝑓𝑜𝑟 𝑠𝑒𝑣𝑒𝑟𝑎𝑙 𝑟𝑒𝑎𝑠𝑜𝑛𝑠. 𝑭𝒊𝒓𝒔𝒕𝒍𝒚, 𝑡ℎ𝑒 𝑛𝑢𝑚𝑏𝑒𝑟 𝑜𝑓 𝑛𝑒𝑤, 𝑑𝑖𝑔𝑖𝑡𝑎𝑙𝑙𝑦 𝑛𝑎𝑡𝑖𝑣𝑒 𝑓𝑎𝑚𝑖𝑙𝑦 𝑜𝑓𝑓𝑖𝑐𝑒𝑠 𝑖𝑠 𝑖𝑛𝑐𝑟𝑒𝑎𝑠𝑖𝑛𝑔. 𝑺𝒆𝒄𝒐𝒏𝒅𝒍𝒚, 𝑎𝑠 𝑡ℎ𝑒 𝑛𝑒𝑥𝑡 𝑔𝑒𝑛𝑒𝑟𝑎𝑡𝑖𝑜𝑛 𝑎𝑠𝑠𝑢𝑚𝑒𝑠 𝑐𝑜𝑛𝑡𝑟𝑜𝑙, 𝑡ℎ𝑒 𝑝𝑢𝑠ℎ 𝑡𝑜𝑤𝑎𝑟𝑑𝑠 𝑑𝑖𝑔𝑖𝑡𝑎𝑙𝑖𝑧𝑎𝑡𝑖𝑜𝑛 𝑎𝑐𝑐𝑒𝑙𝑒𝑟𝑎𝑡𝑒𝑠. 𝑶𝒗𝒆𝒓𝒂𝒍𝒍, 𝑡ℎ𝑒 𝑠ℎ𝑖𝑓𝑡 𝑓𝑟𝑜𝑚 𝑚𝑎𝑛𝑢𝑎𝑙 𝑠𝑝𝑟𝑒𝑎𝑑𝑠ℎ𝑒𝑒𝑡 𝑚𝑎𝑛𝑎𝑔𝑒𝑚𝑒𝑛𝑡 𝑡𝑜 𝑎𝑢𝑡𝑜𝑚𝑎𝑡𝑒𝑑 𝑤𝑒𝑎𝑙𝑡ℎ 𝑡𝑒𝑐ℎ 𝑠𝑜𝑙𝑢𝑡𝑖𝑜𝑛𝑠 𝑖𝑠 𝑑𝑟𝑖𝑣𝑖𝑛𝑔 ℎ𝑖𝑔ℎ𝑒𝑟 𝑑𝑒𝑚𝑎𝑛𝑑 𝑎𝑛𝑑 𝑓𝑜𝑠𝑡𝑒𝑟𝑖𝑛𝑔 𝑖𝑛𝑑𝑢𝑠𝑡𝑟𝑦 𝑔𝑟𝑜𝑤𝑡ℎ.” The report offers valuable insights into the family office technology landscape, and we are proud to have contributed to this year’s edition. With our next-generation wealth management platform, we are at the forefront of this development. 🚀 If you want to hear more about Aleta, you’re more than welcome to reach out to Anders Viskum or Ken Gamskjaer.

Francois Botha and the rest of the Simple team has just published their annual Software & Technology Report, exploring the evolving role of technology in family offices, with a focus on the growing adoption of AI, automation, and ESG considerations. Despite these advancements, the report reveals that many family offices still rely on outdated systems and spreadsheets, highlighting significant room for professionalization and modernization. 💡 However, digital transformation is expected to accelerate as the next generation increasingly drives the shift towards digitalization, and many new family offices are “born digital". Our CEO, Ken Gamskjaer, was interviewed for the report and shared his thoughts on how this evolution is fueling industry growth: 🎤 “𝐼 𝑏𝑒𝑙𝑖𝑒𝑣𝑒 𝑤𝑒’𝑟𝑒 𝑤𝑖𝑡𝑛𝑒𝑠𝑠𝑖𝑛𝑔 𝑠𝑢𝑏𝑠𝑡𝑎𝑛𝑡𝑖𝑎𝑙 𝑔𝑟𝑜𝑤𝑡ℎ 𝑖𝑛 𝑡ℎ𝑒 𝑓𝑎𝑚𝑖𝑙𝑦 𝑜𝑓𝑓𝑖𝑐𝑒 𝑡𝑒𝑐ℎ𝑛𝑜𝑙𝑜𝑔𝑦 𝑠𝑒𝑐𝑡𝑜𝑟 𝑓𝑜𝑟 𝑠𝑒𝑣𝑒𝑟𝑎𝑙 𝑟𝑒𝑎𝑠𝑜𝑛𝑠. 𝑭𝒊𝒓𝒔𝒕𝒍𝒚, 𝑡ℎ𝑒 𝑛𝑢𝑚𝑏𝑒𝑟 𝑜𝑓 𝑛𝑒𝑤, 𝑑𝑖𝑔𝑖𝑡𝑎𝑙𝑙𝑦 𝑛𝑎𝑡𝑖𝑣𝑒 𝑓𝑎𝑚𝑖𝑙𝑦 𝑜𝑓𝑓𝑖𝑐𝑒𝑠 𝑖𝑠 𝑖𝑛𝑐𝑟𝑒𝑎𝑠𝑖𝑛𝑔. 𝑺𝒆𝒄𝒐𝒏𝒅𝒍𝒚, 𝑎𝑠 𝑡ℎ𝑒 𝑛𝑒𝑥𝑡 𝑔𝑒𝑛𝑒𝑟𝑎𝑡𝑖𝑜𝑛 𝑎𝑠𝑠𝑢𝑚𝑒𝑠 𝑐𝑜𝑛𝑡𝑟𝑜𝑙, 𝑡ℎ𝑒 𝑝𝑢𝑠ℎ 𝑡𝑜𝑤𝑎𝑟𝑑𝑠 𝑑𝑖𝑔𝑖𝑡𝑎𝑙𝑖𝑧𝑎𝑡𝑖𝑜𝑛 𝑎𝑐𝑐𝑒𝑙𝑒𝑟𝑎𝑡𝑒𝑠. 𝑶𝒗𝒆𝒓𝒂𝒍𝒍, 𝑡ℎ𝑒 𝑠ℎ𝑖𝑓𝑡 𝑓𝑟𝑜𝑚 𝑚𝑎𝑛𝑢𝑎𝑙 𝑠𝑝𝑟𝑒𝑎𝑑𝑠ℎ𝑒𝑒𝑡 𝑚𝑎𝑛𝑎𝑔𝑒𝑚𝑒𝑛𝑡 𝑡𝑜 𝑎𝑢𝑡𝑜𝑚𝑎𝑡𝑒𝑑 𝑤𝑒𝑎𝑙𝑡ℎ 𝑡𝑒𝑐ℎ 𝑠𝑜𝑙𝑢𝑡𝑖𝑜𝑛𝑠 𝑖𝑠 𝑑𝑟𝑖𝑣𝑖𝑛𝑔 ℎ𝑖𝑔ℎ𝑒𝑟 𝑑𝑒𝑚𝑎𝑛𝑑 𝑎𝑛𝑑 𝑓𝑜𝑠𝑡𝑒𝑟𝑖𝑛𝑔 𝑖𝑛𝑑𝑢𝑠𝑡𝑟𝑦 𝑔𝑟𝑜𝑤𝑡ℎ.” The report offers valuable insights into the family office technology landscape, and we are proud to have contributed to this year’s edition. With our next-generation wealth management platform, we are at the forefront of this development. 🚀 If you want to hear more about Aleta, you’re more than welcome to reach out to Anders Viskum or Ken Gamskjaer.

From November 6th to 8th, you’ll find us at Singapore FinTech Festival. 🗺 With over 66K participants from 150 countries, SFF is one of the world’s largest fintech gatherings. It’s fitting that it takes place in Singapore, as Asia-Pacific has experienced the fastest wealth growth since 2008, according to UBS. By 2030, Asia-Pacific is expected to become the fastest-growing region for family offices (Deloitte). 🚀 As a global player, we look forward to connecting with potential clients and partners in this key market for wealth management. If you’re around Singapore during these dates and would like to hear more about our next-generation wealth management platform, you’re more than welcome to reach out to Amalie Bonnesen or Anders Viskum — we'll be there all week. ✉ #singaporefintechfestival #fintech #wealthmanagement #wealthtech

A recent J.P. Morgan report highlights that nearly half of family offices have a family principal (who may or may not serve as CIO) taking the lead on investment decisions. This trend is particularly evident in the United States, where 56% of family offices follow this model, compared to just 26% internationally. This insight underscores the central role that family principals play in shaping investment strategies, especially within U.S.-based family offices. #fridayfact #aletaknowledgehub #familyoffices

Understand private equity hurdle rates in 2 minutes. 👇 #aletaknowledgehub #privateequity #hurdlerates #catchupmechanism #carriedinterest