This replay explores how the rising popularity of family offices with ultra-wealthy clients impacts traditional wealth managers.
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Jan 12, 2026
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In today’s volatile markets, asset owners and asset managers face unprecedented complexity. For multi-asset strategies where public and private markets converge, traditional siloed approaches — independently managing equities, fixed income, and private markets — are no longer sufficient. Enter Total Portfolio View (TPV) and Total Portfolio Approach (TPA) ─ two interconnected concepts reshaping how institutions allocate capital and manage risk.
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