Practical analysis for investment professionals

Preston McSwain

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7 Posts

Biography

Preston McSwain is the managing partner and founder of Fiduciary Wealth Partners, an SEC registered investment adviser and multi-family office that is focused on high-net-worth investors. Previously, McSwain was a managing director at Neuberger Berman and Lehman Brothers, where he was instrumental in the growth of the firms’ UHNW trust and wealth management divisions. He began his career at State Street Bank & Trust. McSwain received a BS in Finance with a concentration in Investment Management from the University of Alabama at Birmingham. He currently sits on the board of the Overseers of the Peabody Essex Museum, and is a member of the Economic Club of New York.

Author's Posts
Private Equity Access: Should We Beware?

Should retail investors have access to private equity investments? Preston McSwain shares his take.

Persistence That Just Ain’t So

Do private equity presentations overstate an ability to persist?

Where Are Fees and Expenses Not Costs?

In the often-alternative world of alternative investing, says Preston McSwain.

Private Equity Presentations: Are Some Tall Tales?

Private investment fund internal rate of return (IRR) and volatility calculations can sometimes be quite misleading. So what can be done about it? Preston McSwain has some recommendations.

Ignoring Fees Doesn’t Beat the Market

A large asset manager has claimed their funds beat the S&P 500 93% of the time. Unfortunately, that's only true without accounting for fees. Preston McSwain explores what to learn from this exercise.

Trust and Fiduciary Services: Questions to Consider

We are socialized to believe that we get what we pay for. In the case of trustee and planning services, does the lack of a stated fee imply to clients that these services have little value? Preston McSwain offers his perspective.

Transparency: Do We Protest It Too Much?

A lot of contentious debate about fiduciary rules and regulations continues. What's it all really about? Preston McSwain suggests one word: transparency.



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