Glossary
- Asset allocation
- Unbiased investment advice
- Private wealth manager
- Private Investment Office (PIO)
- Philanthropy
- Outsourced Chief Investment Officer
- Multi-generational wealth management
- Multi-Family Office (MFO)
- Manager of Managers
- Investment stewardship
- Investment management selection
- Institutional investment office
- Independent investment advice
- Funds of funds
- Family office investments
- Family Investment Office
- Family Office
- Charitable endowment
- Wealth stewardship
Investment stewardship
Investment stewardship implies taking continuous responsibility for the management of the portfolio rather than having intermittent reviews.
Lord North Street believes that stewardship is an important part of the service it provides to its clients.