Investments and risk
Investment Oversight & Risk Advisory
Bringing transparency to wealth management
We provide independent investment oversight, ensuring that portfolios are structured to align with the family’s objectives. Unlike banks and asset managers, we work solely for the client—offering unbiased advice on asset allocation, risk exposures, and investment governance.
Our Services
Portfolio Monitoring & Performance Analysis – Regular reviews of investment portfolios, benchmarking against market conditions and family objectives
Risk Management & Asset Allocation Strategy – Assessing exposures, diversification, and liquidity needs to ensure risk-adjusted performance
Fee & Cost Structure Reviews – Analysing financial providers’ fee structures to ensure cost-efficient management
Why This Matters
Families often delegate asset management to banks or external managers—but without an independent advisor, there is little oversight of performance, risk-taking, and cost efficiency. Origo Consulting provides the missing layer of control, ensuring transparency and alignment with family objectives.