Concentration analysis
We map the proportion of net worth held in any single asset, issuer, sector, or geography — and model the impact of adverse scenarios on each concentration.
Risk Management
Where does your capital face the most exposure?
Systematic risk identification and control for portfolios that cannot afford permanent loss.
Risk management begins before investment selection.
Most investors think about risk as volatility — the day-to-day movement of prices on a screen. At The Workshop, we apply a considerably broader definition. Risk is any force, foreseeable or structural, that can cause permanent, material reduction in the real value of your capital. That includes concentrated single-stock or sector exposures, currency mismatches between assets and liabilities, counterparty risk inside custodial arrangements, and the legal fragility of holding structures that were assembled opportunistically rather than designed deliberately. Our risk-management engagement begins with a full diagnostic: we map your current holdings, identify each category of exposure, and assign a severity and probability score to each. The output is a written risk register — a clear, plain-language document you can revisit and update over time.
What the engagement covers
Six specific areas where unmanaged risk tends to compound quietly until it cannot be ignored.
Currency exposure mapping
Assets denominated in foreign currencies introduce drift risk that is easy to overlook in rising markets. We quantify mismatches and propose hedging where the cost justifies the coverage.
Counterparty & custody review
Not all custodians are equal. We review the legal ring-fencing of client assets, the financial standing of counterparties, and the recourse available under applicable law.
Written risk register
Every engagement produces a structured written document cataloguing identified exposures, rated by likelihood and impact, with recommended actions and a review schedule.
How the control framework is implemented
Identifying risk is only half the work. Implementation means proposing specific, actionable controls: rebalancing triggers, allocation ceilings by asset class, hedging instruments appropriate to the size and liquidity of the portfolio, and — where structures are involved — legal amendments to ensure that the holding architecture matches the risk intent. The Workshop does not execute trades or manage discretionary mandates. We design the controls, document them clearly, and coordinate with your existing custodians, lawyers, and tax advisers to see them implemented. Annual reviews ensure the framework stays current as markets, regulations, and your personal circumstances evolve.
“The risk register The Workshop produced for our family portfolio in early 2022 flagged three issues we had not considered — one of them material. Having a written, prioritised document rather than an informal conversation made it far easier to act decisively and quickly.”
Jana P., Trnava — second-generation family office
Begin with a diagnostic, not a pitch.
The first step is a 60-minute structured conversation about your current exposure profile.
Request a risk diagnostic