Approach
How an engagement unfolds
From first briefing to written findings — the path we use for portfolio risk and drawdown work, so you know what happens with your statements and when you will hear from us.
Portfolio risk work only helps if the process is calm and auditable. Below is the sequence we follow for a standard portfolio risk & drawdown review. Monitoring and pre-allocation memos use a shorter path, but the same care with data.
Briefing
We meet at Cheapside or by video. You describe the book, the decision ahead, and any constraints (trustees, currency, liquidity needs). We agree scope, look-back, and fee in a short written note before any statements change hands.
Data intake
You send custodian statements and transaction history under our confidentiality terms. We check completeness and ask for missing periods early — incomplete years produce incomplete drawdowns, and we will say so rather than paper over gaps.
Reconstruction
We rebuild peak-to-trough paths, cluster overlapping themes, and draft the written map. If something in the data does not reconcile, we pause and query you before inventing a bridge.
Draft & close-out
You receive a draft report, then a final session to walk through findings. Advisers you invite may attend. Optional monitoring thresholds can feed a later retainer if you want ongoing drawdown tracking.
Confidentiality
Client identities and holdings stay within the engagement team. We do not reuse your book as a marketing case without written permission. Documents are retained only as described in our privacy notice.
Ready to begin?
Request a risk review or browse all engagements. For fee ranges, see Fees.