Altoo AG
Ugo Togni, CAIA, CESGA, currently serves as the Wealth Servicing Manager at Altoo AG, where expertise encompasses Private Equity, Real Estate, ESG investments, and traditional assets. Responsibilities include providing high-net-worth individuals and families with a comprehensive financial landscape, enhancing transparency, and optimizing investment strategies. Previous experience includes roles as a Wealth Servicing Analyst at EY, Co-Founder of BioNirvana, Senior Financial Analyst at SDC Investissements SA, and Founder of Togni-immobilier. Ugo's educational background features a Master of Science in Accounting and Finance from Université de Fribourg, along with additional master's degrees focused on CFA and Real Estate courses from competing institutions. Key achievements include developing a wealth monitoring framework and building ESG-focused reporting to aid sustainable investment decisions.
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Altoo AG
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The Altoo Wealth Platform empowers wealthy individuals and their families to consolidate and interact intuitively with their total wealth. Our solution goes beyond data aggregation and reporting. It is a secure digital home for your total wealth, carefully designed to make daily use intuitive and help you understand and manage the most important and complex aspects of your wealth. Altoo has developed its wealth platform in co-creatorship with its clients. Our independence and diversity enables us to connect people, wealth and processes by technology in a unique way. With a team of highly skilled software engineers, experienced investment specialists and experts in digital customer experience, Altoo is a fintech company, based in Zug.