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Fund_Performance_Q3_2026.xlsxExcel workbook
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Risk_Review_Q3_2026.docxWord document
Annual review 2026: draft
- The year in review: after a volatile first quarter, all three discretionary portfolios finished ahead of their benchmarks.1
- Performance: one-year and three-year returns for the Cautious, Balanced and Growth portfolios.1
- Market outlook: slower growth and lower inflation expected in 2027, with bonds offering their best income in a decade.2
- Thought leadership: time in the market, not timing it.2
Not usedSection 4 of Risk_Review_Q3_2026.docx, "Counterparty exposure limits", is labelled Internal only, not for client distribution. It was left out of the draft and did not shape its tone.
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Annual_Review_2026_draft.docxWord document · 4 sections · every paragraph cites its source
Open1XFund_Performance_Q3_2026.xlsx
2WRisk_Review_Q3_2026.docx · sections 1 to 3
I'm meeting Ashworth Family Office on 28 October. Using Salesforce and our past meetings, what matters most to them, and in what order should our approved material be presented?
What matters to Ashworth Family Office
- Preserve the family's capital across three generations.1
- Grow sustainable investments: 18% of the portfolio today, the family council wants 30%.12
- Keep £25m available for a property purchase in mid-2027.1
- After recent volatility, the council asked whether it should wait before investing more.2
Suggested order for the narrative
- Executive summary and the family's priorities
- Market view: why staying invested matters
- How we allocate and select investments
- A case study of a similar family office
- Our proposal: consolidation, a sustainable sleeve, a liquidity reserve
- Pricing and the mandatory disclosures
1Salesforce · Account: Ashworth Family Office
2WMeeting notes · 2 Oct 2026
Pull Ashworth's client and opportunity data from Salesforce as a short fact sheet I can paste into my deck.
Ashworth Family Office · client facts
From Salesforce, 21 Oct 2026 · Prepared for Elena Hart, Relationship Director
Client since
2019 · family council of six, three generations1
Assets with us
£240m: £180m discretionary, £60m advisory1
Sustainable share
18% today, target 30%1
Liquidity need
£25m for a property purchase in mid-20271
Open opportunity
Consolidate £90m held at another bank, decision Q1 20271
Grounded in: Salesforce (account, opportunity, activities)✓ Authorised sources only
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