London · Private market analysis
Drawdowns told plainly.
We analyse portfolio risk for private investors and family offices — reconstructing how losses unfold, where concentration hides, and what to watch before the next market turn.
Flagship engagement
Portfolio risk & drawdown review
We examine how your holdings behave when markets turn, where losses have clustered historically, and which positions quietly raise the depth of future drawdowns. You leave with a written map of exposures — not a product pitch.
Sessions are held at our Cheapside rooms or by secure video for clients outside London. Typical turnaround is ten working days after we receive complete statements.
Related work
Engagements you can commission
Ongoing drawdown monitoring
Quarterly tracking of drawdown depth, recovery pace, and breach of agreed risk thresholds — with a short written note after each review cycle.
Portfolio risk & drawdown review
A structured examination of how your book has drawn down historically, which holdings drive loss depth, and where risk clusters across asset classes and themes.
Pre-allocation risk assessment
Before capital is committed, we stress how a proposed allocation would have behaved in past drawdowns and where it overlaps with what you already hold.
From the desk
What clients notice first
“They traced three overlapping equity themes that none of our monthly packs had flagged. The drawdown reconstruction alone changed how we size new names.”— Eleanor M., family office, Kensington
“Useful, though denser than I expected for a first review. Worth reading twice before the follow-up call.”— James R., private investor, Surrey
Field notes
Recent writing on risk & drawdowns
When monitoring is enough — and when it is not
A quarterly drawdown note helps after a baseline exists. It cannot replace a full reconstruction when the book itself has changed shape.
Preparing statements for a risk review
Incomplete years produce incomplete drawdowns. A short checklist for gathering custodian papers before your briefing call.
Concentration that statements do not show
Two holdings in different sectors can still lean on the same rate story. We look for thematic overlap that line-item lists miss.
Next step
Bring your statements. We will map the risk.
Tell us the size of the book, the custodians involved, and whether you need a one-off review or ongoing drawdown tracking. We reply within two working days.