Month: June 2022

Market Volatility – 4 Ways Better Portfolio Reporting Technology Can Help

Sharp, unpredictable market changes and the potential of a looming recession have ultra-high net worth (UHNW) investors and advisors on their toes. Inflation is widespread, interest rates have dramatically increased and an economic recession looks imminent. This level of market volatility and economic uncertainty makes it difficult for UHNW individuals, family offices and banks accurately …

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The Ultra-High Net Worth Portfolio Challenge

Ultra-high net worth portfolios are large and complex, containing multiple asset types and currencies. Investment data is delivered in different formats at different times, making it difficult for UHNW individuals and family offices to get an accurate view of their portfolio. This leaves investment teams with an inaccurate view of their liquidity and risk and …

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