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 is a better way. The right technology can dramatically reduce the time spent aggregating data and correcting custodial data errors. To learn more, watch our latest UHNW Portfolio Management Pet Peeve of the Day video: “Lack of Investment Reconciliation.”

Our UHNW Portfolio Management Pet Peeve of the Day video series touches on some of the most common pet peeves we hear from UHNW investors, family offices and private banks. We offer tips on how to improve your portfolio management technology and process framework to set a new, better standard for portfolio data accuracy. If you’re interested in seeing more from the series, watch our other videos: “IRR Calculations,” “The Trade Date vs. Settlement Date Dilemma” and “Data Normalization Errors.”

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