Each of our Private Clients receive a simple online 360° Risk Review to complete before they meet with one of our affiliated expert advisors, so they can determine what their current risk exposure is to what life might throw at them. These risk services include:

• An integrated online data management tool that enables our clients to interface in the palms of their hands.
• Market-first online 360° Risk Review, which after only spending 30 minutes in the comfort of using your mobile phone and at any time of the day, will allow you to share information in confidence. This instantly gives a complete 360° view of your current risk position and equips our affiliated experts to have the most meaningful engagement with you and thus won’t waste any of your time.
• The 360° Risk Score, creates context to our client’s current risk exposure and directly informs the way our contracted experts approach our tailored risk management with them.
• The score is determined by risk factors inputted into algorithms which are run by a data science team.