BackgroundIn Private Wealth Management, we help our clients pursue their wealth management goals through careful advice & astute investment management. We work closely with high-net-worth individuals, families and select foundations and endowments to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and attentive client service.PWM Client Communications Platform team, part of PWM Technology, is responsible for building a strategic platform to deliver communications (E.g.- Statements, Tax Documents,..) to clients through various channels. Team is on a mission to execute a multi-year strategy to build the platform be used for new regulatory & business communications in addition to migrate existing communications into the new platform.
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