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Independent Assessment for Asset Owners

Parkview Portfolio Health Check™

An independent, comprehensive review of your investment portfolio to identify hidden inefficiencies, quantify the impact of excess costs, and ensure your wealth is working as hard as you did to build it.

The Compounding Cost of Uncertainty

Wealth owners often inherit investment portfolios built over decades, assembled by multiple advisors, or constructed during different life stages. Over time, these portfolios can accumulate hidden inefficiencies: overlapping mandates, outdated strategies, excessive fees, or misaligned risk exposures.

These inefficiencies rarely announce themselves. They compound quietly, year after year, eroding returns in ways that only become apparent when measured systematically.

The True Cost of 1%

Consider a portfolio of USD 50 million with a 30-year investment horizon. A seemingly modest 1% in unnecessary annual costs—whether from fee layering, inefficient structures, or suboptimal tax positioning—has a profound impact:

Scenario Portfolio Value After 30 Years
6% annual return (optimised) USD 287 million
5% annual return (1% cost drag) USD 216 million
Wealth transferred to third parties USD 71 million

USD 71 million. That is the difference between wealth that remains within your family and wealth that flows to intermediaries, managers, and tax authorities.

What We Examine

The Portfolio Health Check is a comprehensive, independent review conducted by our investment team across six critical dimensions:

Fee Controlling

Complete cost mapping including management fees, performance fees, custody, and embedded fund expenses

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Portfolio Construction

Asset allocation review, concentration analysis, and risk exposure assessment

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Manager Evaluation

Performance benchmarking, risk-adjusted returns analysis, and style drift monitoring

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Governance & Reporting

Quality assessment of reporting transparency and decision-making frameworks

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Alignment of Interests

Incentive structure analysis to identify potential conflicts of interest

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Tax Efficiency

Structure optimization, domicile considerations, and timing of realisations

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Fee Controlling

We examine asset allocation, diversification, and the coherence of your overall portfolio. Is your portfolio optimized to maximize the probabiliy to achiev your objectives? Portfolios assembled over time often contain unintended concentrations, redundant positions, or misaligned risk exposures.

Portfolio Construction

Our rigorous due diligence process identifies and evaluates investment managers across public and private markets. We maintain a global network of institutional-quality managers and conduct comprehensive assessments to select those who consistently demonstrate superior risk-adjusted performance.

Due Diligence Framework:

  • Investment Process Analysis: Deep evaluation of investment philosophy, strategy, and decision-making processes
  • Team Assessment: Analysis of key personnel, succession planning, and organizational stability
  • Performance Evaluation: Risk-adjusted return analysis across multiple market cycles and peer comparisons
  • Operational Due Diligence: Assessment of compliance, operations, technology, and business practices
  • Risk Management Review: Evaluation of risk controls, position sizing, and portfolio construction methodologies
  • Ongoing Monitoring: Continuous evaluation of manager performance, style drift, and organizational changes

Manager Evaluation

We assess whether your current managers are delivering value commensurate with their fees. This includes benchmarking performance, evaluating risk-adjusted returns, and identifying any style drift or capacity constraints.

Evaluation Framework:

  • Risk-adjusted return analysis across market cycles
  • Peer comparison and quartile rankings
  • Style consistency and drift monitoring
  • Capacity assessment and asset gathering impact
  • Team stability and succession planning review

Governance & Reporting

We evaluate the quality and transparency of reporting you receive. Clear, consolidated reporting is essential for informed decision-making and oversight.

Alignment of Interest

We assess whether the incentive structures of your advisors and managers align with your long-term objectives. Misaligned incentives are often the root cause of suboptimal outcomes.

Tax Efficiency

We review the tax implications of your current structure, identifying opportunities for improved tax positioning through domicile considerations, asset location, and timing of realisations.

Request Your
Parkview Portfolio Health Check™

Understanding the true efficiency of your portfolio is the first step toward optimisation. We invite you to schedule a confidential conversation to discuss whether a Portfolio Health Check would be valuable for your situation.

✓ Independent, conflict-free analysis
✓ Multi-custodian portfolio review
✓ Actionable risk assessment
✓ Fully confidential

Request A Consultation

There is no obligation, and all discussions are held in strict confidence.