Most ultra-high net worth (UHNW) individuals want immediate access to and control over their multi-asset class investment data. They expect accurate visibility across their investment portfolio at a high-level, but also want the ability to drill into portfolio information down to the asset class and transaction levels – without having to learn how to use complicated technology.
Many wealth owners are turning to technology uniquely designed for UHNW portfolio management to deliver the accurate view of portfolio performance, exposure and risk they need to make better 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 UHNW portfolio management challenges facing wealth owners.
