November 2022

If you are a member of an ultra-high net worth (UHNW) investment or operations team, how often does a wealth owner come to you asking for investment information and how quickly are you expected to produce the reports? Our guess is they come to you often and they expect immediate access to information. But if […]

Whether you are an UHNW investor or a member of a family office or private bank investment team, attempting to manage private investments on a custodial platform leads to a whole host of frustrations. The issues are the result of trying to manage different asset types using a custodial platform that was not specifically built

Investment reconciliation – or a lack thereof – is a common frustration among ultra-high net worth (UHNW) investors, family offices and private banks managing multi-asset class portfolios. When an UHNW investment portfolio spans multiple asset types, managers, banks and custodians, achieving a centralized view of an investment portfolio can become time-consuming and cumbersome.  But there

How often does your portfolio operations or investment team have to manually normalize investment data?  Most ultra-high net worth investors and family offices we work with say “too often.” The challenge is that multi-asset class portfolios by definition require data aggregation and reconciliation across multiple data sources. Even public asset data could be coming from

One complaint we frequently hear from UHNW individuals and family offices is that most portfolio management technology platforms only report on settlement date – not trade date. This methodology frustrates operations and investment teams alike because it makes it difficult to accurately report on liquidity, exposure and risk for the date the trade was made.

As an ultra-high net worth investor, are you and your investment team frustrated by inaccuracies in investment portfolio data? Do you feel like you’re constantly questioning information in portfolio reports? You are not the only one frustrated by the challenges associated with managing a complex, multi-asset class portfolio.  In our new video series, “The UHNW