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Craig Pearson

UHNW Portfolio Management Pet Peeve of the Day: IRR Calculation

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 […]

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VIDEO: A Better Approach to UNHW Portfolio Management, the Private Wealth Systems Way

Curious about what makes Private Wealth Systems different than other portfolio management technology providers? Private Wealth Systems is uniquely focused on serving the ultra-high net worth (UHNW) community. Our UHNW technology platform was built from scratch to meet the needs of UHNW family offices, UHNW individuals and private banks around the world. We work exclusively

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VIDEO: UHNW Portfolio Management Challenges Facing Wealth Owners

Most ultra-high net worth (UHNW) individuals want immediate access to and control over their multi-asset class investment data. They expect accurate visibility across their investment portfolio at a high-level, but also want the ability to drill into portfolio information down to the asset class and transaction levels – without having to learn how to use

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VIDEO: UHNW Portfolio Management Challenges Facing Family Offices

Family office teams are already spread thin – add in market volatility and the increasingly high expectations of UHNW wealth owners and it’s clear that UHNW family offices are in critical need of tools to improve efficiency and visibility. Outdated technology and limited resources make it difficult to achieve a complete, accurate picture of a

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VIDEO: UHNW Portfolio Management Challenges Facing Private Banks

Private banks, trust advisors and other firms serving ultra-high net worth individuals struggle with getting a complete, accurate picture of a multi-asset class investment portfolio. Firms are under pressure to evolve and modernize technology as UHNW clients demand more holistic, accurate reporting and analytics. Siloed data aggregation and manual report generation are no longer sustainable

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Solving The UHNW Portfolio Management Dilemma

Imagine having investment data you can trust, delivered fast enough to still be relevant for informing investment decisions. This seemingly straightforward scenario is often unattainable for individuals and family offices managing complex ultra-high net worth (UHNW) portfolios. UHNW portfolios are complex because in addition to stocks, bonds and other public assets that offer real-time access

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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.

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Imagine a Single Source of Truth for UHNW Investment Data

There is a growing realization among ultra-high net worth individuals and family offices that when it comes to managing and viewing complex, multi-asset class investment portfolios, the view is flawed. If you were asked today to pull together a single source of truth for all of your investments, including alternative investments like hedge funds, private

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4 Pillars of Ultra-High Net Worth Portfolio Management

Legacy portfolio management techniques are flawed. Ultra-high net worth (UHNW) individuals, family offices and private banks are becoming increasingly frustrated by the considerable amount of time and effort it takes to pull together a single, holistic view of a multi-asset class portfolio – especially when it comes to alternative investments. With multiple asset types, varying

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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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