Portfolio Diagnostics

MOST PORTFOLIOS MOVE IN THE Same Direction DURING A DOWNTURN

The concentration scoring tool family offices use to stress-test allocation risk — now free for private investors. Five questions. Sixty seconds.

4,200+
Portfolios Scored
60s
To Complete
£0
Completely Free
YOUR CURRENT ALLOCATION

ADJUST TO MATCH YOUR PORTFOLIO

Include pensions, ISAs, and managed funds. Sliders must sum to 100%.

or adjust below
100%
ALLOCATED
UK & Global Equities FO: 28% 40%
Stocks, shares, equity funds, index trackers, ISA holdings
Property FO: 12% 25%
Residential, commercial, BTL, REITs, property funds
Bonds & Fixed Income FO: 8% 15%
Gilts, corporate bonds, bond funds, fixed-rate savings bonds
Cash & Savings FO: 4% 15%
Current accounts, savings, cash ISAs, NS&I, money market
Alternatives FO: 44% 5%
Art, wine, gold, silver, PE, VC, hedge funds, crypto
80% of your portfolio is in correlated assets
TOTAL100%
Takes 4 seconds. You might not like what you see.
YOUR CONCENTRATION SCORE
0

YOUR ALLOCATION VS FAMILY OFFICES MANAGING £100M+

YOUFAMILY OFFICE

Personalised PDF report
15-min specialist review
Written action plan

“If the call isn’t useful in the first five minutes, hang up. No hard feelings.”

Limited review slots available today
YOUR PERSONALISED REPORT

GET YOUR REPORT

STEP 1 OF 3
Please enter a valid email address
We’ll send your report here. Nothing else unless you ask.
STEP 2 OF 3
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So your specialist knows who they’re speaking with.
STEP 3 OF 3
Please enter a valid UK phone number
A specialist will review your report with you. One call. No follow-up unless you ask.
Your report flags specific concentration risks. Some are time-sensitive — particularly around tax year planning. A brief call ensures you understand the recommendations before acting.
  • 15 minutes maximum
  • No follow-up unless you ask
  • One conversation, no pressure
☻
LAX SPECIALIST TEAM
Portfolio Specialist · London Art Exchange
“15 minutes. If it’s not useful, hang up.”

YOU’RE ALL SET

Your report is on its way to .

WHAT HAPPENS NOW

1

Check your inbox — your personalised report arrives within 2 minutes.

2

A specialist will be in touch to walk through your results.

3

You leave with a written plan — whether you work with us or not.

London Art Exchange Advisory

Our team will review your report and be in touch.

Your details are kept strictly confidential. We never share your information.

A specialist will be in touch to review your results

“Scored 71. A specialist called within the hour. Two changes they suggested saved me £14,000 in CGT this year.”

R.H., Surrey
☑

REPORT IN 2 MINUTES

Personalised PDF with full benchmark data and specific recommendations.

☎

SPECIALIST REVIEW

Your specialist reviews your score and shares 2–3 specific changes. 15 minutes.

◈

NO OBLIGATION

Useful in five minutes or hang up. No follow-up unless you ask.

DATA: Art Basel/UBS · Citi GPS · Knight Frank · UCL · UBS Family Office Report · Artprice · Deloitte
LAX

BEFORE YOU GO

Most UK investors score between 55 and 80. More than half their wealth moves together in a downturn. Sixty seconds to find out where you stand.