Articles by Tag: Wealth Management

Exploring the unique challenges that small family offices face in managing portfolios and assessing investment risks. We will be focusing on two problems: selecting right investment managers to handle highly diversified multi-asset portfolios and choosing a right investment platform.

The Private Wealth Management division of one of the largest banks in North America (The Firm) offers a broad range of portfolio management and advisory services to HNWI and family offices. The Firm manages multi-asset portfolios with the major focus on alternative investments.

The Alternative Investment Division (The Division), a part of one of the largest investment banks, specializes in seeking to provide a broad range of private market investment solutions to HNWI and institutional investors.


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