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. […]
VIDEO: What makes UHNW portfolio management so challenging? Read More »
