Private Wealth Management

Copal Partners supports several Private Wealth Management teams worldwide with investment research, portfolio management, asset manager due diligence and business development support.

We service our clients using dedicated off-site resources at our primary research centers in India, China and Argentina. We are also able to offer clients on-site staff at their own domestic offices. In addition, we provide dedicated analysts assigned to our clients’ most important high net worth clients.

Copal Partners’ personnel are typically MBA qualified or chartered accountants while our client-facing Vice-Presidents will have extensive professional experience with many of the world’s leading financial institutions.

Our workflow team is available 24 hours a day, seven days a week to facilitate client access to their dedicated research teams.

Our value proposition to Private Wealth Management clients includes improved marketing materials, customized investment research and client reporting. We also provide support with model portfolio development and asset allocation strategies. Copal’s Private Wealth Management solutions are cost effective and flexible, helping clients scale their resource commitment to activity levels. In addition, we enable our clients to increase the focus of their internal resources on client interaction.

Business Development Support

  • Client presentations

  • Client universe identification and regular updating

  • Market intelligence


Asset Manager Analysis and Due Diligence

  • Detailed due diligence

  • Managers of all asset types

  • Monitoring

  • Selection


Investment Research

  • Alternative Investments (hedge funds, PE and fund-of-funds)

  • Full report writing including customization of institutional research for HNW clients

  • Monitoring

  • Public assets (equity, fixed income, FX and others)


Portfolio Monitoring and Reporting Services

  • Full portfolio monitoring and reporting services

  • Standard and managed account reporting


Contact us: private.wealth@copalpartners.com

Private Wealth Management Case Study