Karl A L Smith

human knowledge belongs to the world

investment management

#Strategic and #lean #thinking in private investment and asset portfolio participants part 2

There are several types of on boarding that relate to both business and investors structure and size, their specific purpose for investing and their local regulatory constraints. The Main Participants I will be focusing on four main participants in this…

#Strategic and #lean #thinking in private investment and asset portfolio management, part 1

This article is intended to review the current process problems that many investment and wealth management companies are attempting to solve. For many years these businesses have been wreathed in secrecy regarding how they do, what they do, often this…