Fees
Fees & engagement terms
Transparent starting figures for risk reviews, monitoring, and pre-allocation memos. Final quotes reflect custody complexity, look-back length, and the number of entities in scope.
Pricing is informational. No payment is taken through this site. Invoices are issued after we agree scope in writing.
Portfolio risk & drawdown review
Fixed fee for a single consolidated book of up to about forty line items and a standard five-to-ten-year look-back. Multi-custody or multi-entity structures are quoted after the briefing call. Includes two working sessions and a written report.
Ongoing drawdown monitoring
Retainer with a quarterly written note and a scheduled call. Minimum term six months. Usually follows a full review so thresholds share a common baseline.
Pre-allocation risk assessment
Focused memo on one proposed allocation against your existing book. Additional candidates in the same decision cycle can be bundled.
What moves the quote
- Number of custodians and account entities
- Share of private or illiquid holdings needing manual valuation notes
- Length of the look-back and quality of historical statements
- Turnaround faster than our standard ten working days
- Attendance at trustee or investment committee meetings beyond the included sessions
Deposits & billing
A 40% deposit secures the start date once scope is agreed. The balance is due on delivery of the final written report (or monthly in arrears for retainers). UK VAT is added where applicable. See our refund policy for cancellation and rescheduling rules.
Next step
Send an enquiry with the engagement you have in mind, approximate book size, and preferred timing. We reply within two working days with availability and a draft scope.