VIDEO: What makes UHNW portfolio management so challenging?

Multiple asset types, varying reporting timelines and different data sources makes aggregating, validating and reporting on UHNW portfolios a challenging task for small teams. We sat down with Craig Pearson, CEO of Private Wealth Systems, to understand the biggest challenges plaguing investment teams and why Private Wealth Systems was built to address these pain points.

The four biggest challenges of UHNW portfolio management include:

  1. Obtaining a complete picture of a multi-asset class portfolio. Especially when it comes to private investments like private equity, venture capital, real estate, art and collectibles.
  2. Understanding the ownership structures of complex investments, like co-ownership, partnerships, LLCs and other entities.
  3. Creating dashboards that deliver relevant investment information to specific stakeholders with near real-time data.
  4. Achieving operational scale and delivering investment information you can trust, quickly enough for it to be usable in guiding investment decisions – without overwhelming small investment teams, resources and operational budgets.

Watch the video to learn more about the challenges UHNW investors face and how a technology platform uniquely designed for UHNW portfolio management can help.  

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