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.