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Building a Better Family Office Framework for 2023
As we enter 2023, portfolio data aggregation continues to be a source of frustration for ultra-high net worth individuals (UHNW) and family offices. Continued market ...
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The UHNW Portfolio Management Technology Comparison Checklist
The nature of private investments – like hedge funds, private equity, real estate, real assets and other alternatives – makes managing ultra-high net worth (UHNW) ...
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UHNW Portfolio Management Leader, Private Wealth Systems, Recognized for Innovation in Family Office Technology
Private Wealth Systems only vendor to be shortlisted as best-in-class for three categories in 2023 Private Asset Management Awards CHARLOTTE, N.C. – January 10, 2023 ...
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UHNW Portfolio Management Pet Peeve of the Day: Inaccurate Performance Calculations
Calculating performance based on daily return is the most accurate way to report on an ultra-high net worth (UHNW) portfolio. However, many portfolio management systems ...
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3 Reasons Tech-Savvy UHNW Investors are Ditching the Status Quo
If you are an ultra-high net worth (UHNW) investor or a member of an UHNW family office or investment team, you face continual challenges. Evolving ...
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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 ...
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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 ...
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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 ...
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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 ...
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