cropped-PWLogoHorzTag.png
Search
Close this search box.

UHNW portfolio management

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) portfolios complex. Aggregating public data from multiple custodians and banks can be just as complicated. Over the years, UHNW individuals, family offices and private banks have cobbled together custodial data, […]

The UHNW Portfolio Management Technology Comparison Checklist Read More »

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 – Private Wealth Systems, a multi-asset class portfolio management and reporting platform uniquely designed for ultra-high net worth (UHNW) individuals, family offices, foundations and accountants, today announced it has been

UHNW Portfolio Management Leader, Private Wealth Systems, Recognized for Innovation in Family Office Technology Read More »

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 calculate performance based on approximation. The difference between the daily return method and the approximation method can be drastic. If you are seeing errors in your performance calculations, they will

UHNW Portfolio Management Pet Peeve of the Day: Inaccurate Performance Calculations Read More »

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 stakeholder demands, erratic market volatility, disparate systems and multiple asset classes are just some of the challenges inherent in UHNW portfolio management. Despite these challenges, UHNW investors, family offices and

3 Reasons Tech-Savvy UHNW Investors are Ditching the Status Quo Read More »

The Ultra-High Net Worth Portfolio Challenge

Ultra-high net worth portfolios are large and complex, containing multiple asset types and currencies. Investment data is delivered in different formats at different times, making it difficult for UHNW individuals and family offices to get an accurate view of their portfolio. This leaves investment teams with an inaccurate view of their liquidity and risk and

The Ultra-High Net Worth Portfolio Challenge Read More »

Private Wealth Systems Recognized for Excellence in Portfolio Management and Consolidated Reporting

CHARLOTTE, N.C. – May 12, 2022 – Private Wealth Systems, a multi-asset class portfolio management and reporting platform uniquely designed for ultra-high net worth (UHNW) individuals, family offices and private banks, today announced it was recognized in the 2022 Family Wealth Report (FWR) Awards as a finalist for excellence in two categories – Portfolio Management

Private Wealth Systems Recognized for Excellence in Portfolio Management and Consolidated Reporting Read More »

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,

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

Scroll to Top
Skip to content