Videos

UHNW Portfolio Management Pet Peeve of the Day: Manual Intervention to Fix Inaccuracies

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 …

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UHNW Portfolio Management Pet Peeve of the Day: Private Investments on Custodial Platforms

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 …

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UHNW Portfolio Management Pet Peeve of the Day: Lack of Investment Reconciliation

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 …

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UHNW Portfolio Management Pet Peeve of the Day: Data Normalization Errors

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 …

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UHNW Portfolio Management Pet Peeve of the Day: Trade Date vs. Settlement Date 

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. …

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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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