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 from an operational or competitive perspective.
The right UHNW portfolio management technology and analytics can help private banks deliver exponential improvements in efficiency, accuracy and insight. UHNW portfolio management technology offers firms the transparency their clients are seeking and enables operations and investment teams to make faster, more informed investment decisions.
Building on “The UHNW Portfolio Management Challenge” video series, Craig Pearson, co-founder & CEO of Private Wealth Systems, dives deeper into the unique portfolio management challenges facing private banks.