Ian Keates

Trailblazer
DISC Type : ID

Chief Executive Officer at Altoo AG

Baar, Zug, Switzerland

Overview

Ian Keates serves as the CEO of Altoo AG, a Swiss fintech company simplifying wealth management for high-net-worth clients. With a background in banking, technology, and a BSc from the University of London, his expertise spans trading systems and risk management. Colleagues often describe him as visionary, knowledgeable, and a great motivator.

Beyond his corporate role, Ian is a keen photographer and music enthusiast, actively involved in the Swiss music scene. He serves as Secretary and Treasurer for Verein TRACKS, a non-profit online music magazine, and founded Capture the Music Photography, combining his passions for music and visual arts.

Unique fact: He co-runs a non-profit music magazine to support the Swiss concert and music scene.

Personality Overview

Values Relationships

Friendly But Fast

Informal

They are more likely to be open to unproven but exciting technologies.  They respond better to a combination of speed and relationship. If they come to believe in your value proposition, they will be your champion.

Topics They Care About

Digital Wealth Management
As CEO of Altoo, he focuses on simplifying complex wealth for UHNW individuals and family offices through a secure, Swiss-hosted digital platform.
Open Finance
As a board member of the OpenWealth Association, he is a strong advocate for open finance and shaping international API standards for the wealth management community.
User-Centric Fintech
He emphasizes putting client needs at the center, continuously enhancing user experience, and co-creating features with clients to drive innovation.

Media Appearances

Ian has no verified media appearances

Work History

2-2022
Chief Executive Officer at Altoo AG
6-2021 - 2-2022
Chief Operating Officer at Altoo AG
3-2023
Board Member at OpenWealth Association
9-2016
Founder and Managing Director at ACL Executives GmbH
12-2017
Secretary and Treasurer at Verein TRACKS Music Magazine

Education

1985 - 1988
BSc from City St George’s, University of London

More Information

Social Presence :

Prographics :

Exp : 17 Location : Baar, Zug, Switzerland Job Level : Leadership Designation : Chief Executive Officer at Altoo AG
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Insights For Selling To Ian

During A Call Or A Meeting

DO's

  • Help them visualize the impact of their decision
  • Use phrases like ‘your decision will’, ‘you will impact’ etc.
  • Give them control of the sales process

DONT's

  • Don’t hesitate from asking questions or pushing them, but take a friendly approach
  • Don't make any commitments that you might not be able to fulfill
  • Don’t force involvement of other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ian is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Ian

  • If they are not convinced, they will say no albeit in a friendly manner.


Insights For Deal Planning

    How fast (or slow) will Ian move?

  • If you earn their trust and they develop faith in the product, they can make decisions quickly.
  • Can Ian take some risk or not?

  • They can take risks if necessary.

You And Ian

Personality Compatibility


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