Service · Risk Management
Alpine Atelier's fiduciary risk management service maps, quantifies, and systematically reduces the structural vulnerabilities in private wealth portfolios.
A single volatility figure tells you almost nothing useful about a portfolio's true vulnerability. Alpine Atelier's risk management work begins with a comprehensive mapping exercise: we catalogue every asset class, counterparty relationship, currency exposure, and liquidity horizon in your holdings. We then run scenario analyses — including stress tests modelled on 2008, 2011, and 2020 drawdown events — to identify which concentrations pose the greatest threat to your long-term preservation goals. The output is a plain-language written report with ranked findings and specific, actionable remediation steps. We do not outsource this analysis; every assessment is conducted in-house by our senior advisors.
A structured, four-stage process designed for private wealth portfolios held in EU-regulated accounts.
Full catalogue of asset classes, geographies, currencies, and counterparty concentrations. We identify overlapping exposures that appear diversified on the surface but move together in stress conditions — a common blind spot in multi-fund portfolios.
Your portfolio is modelled against three named historical drawdown scenarios and one custom scenario reflecting your specific risk concerns. Results show projected peak-to-trough losses and recovery timelines at each risk level.
A ranked, actionable report delivered within 15 business days of the initial data intake. Each finding is paired with a specific remediation option, cost implication, and timeline — nothing is left as an open observation.
Risk profiles change as markets shift and personal circumstances evolve. We schedule a formal review of your risk map every 12 months, updating the stress-test inputs and confirming that prior remediation steps have been implemented correctly.
Risk management analysis is an advisory service, not a guarantee of loss prevention. Markets can move in ways that no scenario model anticipates, and the quality of our assessment depends on the completeness and accuracy of the portfolio data you provide. We are not a custody provider — we do not hold your assets, execute trades on your behalf, or provide regulated investment management under a discretionary mandate. Our role is to provide the clearest possible picture of your exposure and to recommend specific steps you and your existing managers can act upon.
“The stress-test report identified that three of my four funds were effectively tracking the same underlying index. I had believed I was diversified. Within two months of acting on Alpine Atelier's recommendations, my portfolio showed a measurably lower drawdown during the October correction.”
— Petra V., Prešov
A 45-minute introductory call is the first step. We will tell you honestly whether our risk management service is the right fit for your situation.