A new investment management solution for private family wealth.
The growing need for Private Investment Offices.
The global private banking and wealth management market has undergone significant changes in recent years. Ever-increasing conflicts of interest have become more and more apparent as banks are driven to generate ever greater revenues, and investment management offerings continue to become increasingly standardised as they attempt to service more clients with fewer resources - all of which are in direct opposition to the best interests of their clients.
While a dedicated single family office may be an option for some investors, many families and individuals even with sizeable investment assets have few alternatives for truly independent, objective, and sophisticated asset management. Instead, they usually find themselves having to rely upon the industrialised investment offerings provided by traditional private banks and wealth managers.
What is a Private Investment Office ?
A Private Investment Office (PIO) is an independent investment management solution used by wealthy families and individuals that operates as a dedicated investment partner to help them oversee and manage their financial assets, whilst integrating seamlessly with the investor's existing banking, custodial and family office arrangements.
Private Investment Offices are becoming the preferred solution for wealthy investors in overcoming the many issues they face with their traditional investment managers, and to ensure their investment assets are managed with a much higher level of sophistication that is more appropriate for their greater level of wealth.
PeakView has been pioneering the Private Investment Office concept since 2015, enabling investors to regain control over the management of their investments and ensure that they are intimately aligned with their unique objectives and investment requirements.
In order to achieve this, we work with only a select number of private individuals and families so that we can provide the level of time and dedication required to manage sizeable, and often complex, investment portfolios.
Pioneering a new solution in private investment management for the advantage of our clients ….
Total customisation.
Every individual and family has a unique set of circumstances and financial objectives. Therefore, every aspect of our service and the way in which we manage each client’s assets is completely customised to ensure that they are intimately aligned with their individual objectives and investment requirements.
Institutional access to global investment markets.
Private banks and wealth managers must limit the range and types of investments they consider in order for their advice and portfolios to be scalable and deliverable to their large numbers of clients.
In contrast, we take an institutional approach and seek investment opportunities across the entire spectrum of global public markets, private market investments and specialised direct capital transactions - allowing our clients to access sophisticated investments far beyond what even the largest wealth management firms can offer.
Professional-grade investments.
We utilise only professional-grade investments when implementing our client’s investment strategies including specialised managers and sophisticated solutions often used only by larger family offices and institutional investors.
Using market leading analytical tools and drawing upon our network of private market specialists, we are able to identify, analyse and select leading managers in their field of expertise and who have consistently proven themselves in terms of absolute or relative performance.
Dynamic risk management.
Though proper asset allocation and diversification play a key role in reducing overall portfolio risk, we systematically monitor and analyse the ever-changing sources of potential risks arising within the financial and investment markets, the geopolitical arenas, the economic landscapes and the regulatory frameworks.
We then analyse how these potential risks may affect each portfolio and decide how and when to take measures in order to reduce their impact.
Constant, real-time monitoring.
Successfully managing portfolios in today’s highly volatile and difficult markets requires a constant, real-time commitment - however, most wealth managers simply lack the time, resources or tools in order to do so.
Dedicated to managing only a select number of client partnerships enables us to systematically monitor every portfolio on a continuous, real-time basis.
Having a full-time investment partner with a deep understanding of the entire portfolio allows for far more informed and timely decision-making - especially during periods of market stress and volatility.
Consulting Services.
We can also provide support and expertise in specific areas such as:
Investment Committee membership or management
Asset consolidation and reporting
Investment strategy and asset allocation advice
Specific asset class advice and assistance
Investment manager analysis and oversight
Portfolio risk analysis and advice
Contact us.
contact@peakviewpio.com
+41-22-776 00 44