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
Private Investment Office (PIO)
This is the name for the investment service which acts solely in the interest of its clients and provides a comprehensive investment capability to a family, endowment or private institution by taking responsibility for advice, execution, discretionary management and for financial stewardship of large fortunes with a multi-asset class investment strategies. In short, its role is to get the best out of the investment world, comprising asset classes, managers and all other product and service providers for its clients.
Lord North Street believes that “Private Investment Office” is the most appropriate term to fit the focused service that it offers to its clients which include families, endowments and institutions.