Portfolio Guidance
Independent oversight of an existing portfolio — what to keep, what to retire, and what's missing.
The work, in substance
Most portfolios accumulate over time rather than being designed. The result is silent overlaps, forgotten positions, and risk that no longer maps to anyone's stated objective. Portfolio Guidance brings an institutional review discipline to whatever you already hold.
We don't replace your custodians or managers. We give you the independent layer that asks why each position is still there.
The output is not a sales pitch for change — it is a clear, defensible view of your current portfolio, the actions worth taking, and the ones better left alone.
What you receive
How we deliver
- Step 01Review
Aggregate holdings across custodians and analyse exposure, overlap, and concentration.
- Step 02Recommend
Prioritise changes by impact, complexity, and tax cost; nothing is reshuffled for the sake of activity.
- Step 03Monitor
Quarterly commentary tracks drift, thesis health, and whether each position still earns its place.
- Step 04Engage managers
Where helpful, we hold managers to account on mandate adherence, fees, and risk reporting on your behalf.
Risks we address
The non-obvious factors we explicitly plan for so they don't surface as surprises later.
Different funds often own the same names; we surface true exposure, not labels.
Some positions are kept for tax or sentiment reasons — we document the trade-off explicitly.
Strong past performers may have changed teams or mandates; we monitor both.
Consolidated reporting is delivered even when custodians aren't aligned.
Layered platform, fund, and advisory fees are surfaced in basis points against net return.
FX exposure inside funds is mapped so reported diversification reflects real risk.
An anonymised example
A family office held 47 positions across four custodians with no consolidated view. We rebuilt the look-through, surfaced 31% true overlap in two equity sleeves, and proposed a phased consolidation that cut manager count without disturbing tax position.
- Position count reduced by ~35% over 12 months
- True equity overlap reduced from 31% to under 8%
- Single quarterly report replaced four separate statements
- All-in fees reduced by roughly 22 basis points across the book
- Tax position preserved through staged, lot-aware transitions
Details altered to protect client identity
Common questions
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