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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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Portfolio Reporting Accuracy in the Age of High-Dimensional Big Data

By Craig Pearson, CFA – CEO of Private Wealth Systems Portfolio reporting accuracy for family offices and ultra-high net worth (UHNW) individuals is a significant challenge. Family offices and wealth owners are often shocked when they learn the magnitude and consistency of data errors from custodial bank feeds, private investment manager statements, and even large, …

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Q&A with Craig Pearson, Co-Founder & CEO at Private Wealth Systems 2016

Q. We’d love to hear more about Private Wealth Systems and your role as co-founder and CEO? Private Wealth Systems is a global financial technology company that is focused on transforming how high net worth investors, and their trusted advisors, engage in the management of their wealth.  High net worth investors control over $56 trillion …

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Re-Defining Client Reporting

For decades client reporting was defined by its role as a back office burden with a singular purpose of meeting regulatory requirements. However,  client reporting  has evolved to become the most powerful communication  medium that binds the investor/advisor relationship. This shift in purpose is driven by  the most foundational element of the human condition, the …

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Socially Responsible Investing (SRI): Reshaping Private Wealth Management

Social investing has become a universal theme, yet the practical application remains as personal as the individual.  Where one investor may demand the exclusion of fracking from all of their portfolios, another investor may want increased exposure.  Climate control, human rights, adherence to religious guidelines, and over thirty other socially responsible themes all impact not …

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