Concentration Desk Review
A full sitting to map overweight names, sector piles, and correlated exposures — with marked limits you can act on.
APIs Integrations
A quiet desk in Sheung Wan for concentration checks, liquidity notes, and exit-threshold planning.
What happens at the desk
Paper, positions, and clear thresholds
You bring the holdings that keep you awake. We sit with the ledger, mark where risk piles into a few names, write liquidity notes that a successor could follow, and set exit levels you can defend when markets turn restless.
Sessions are in person at our Connaught Road West desk — one table, printed statements, and enough time to finish the review without rushing the hard calls.
Read the flagship review
Related desk work
Reviews you can book
Exit-Threshold Planning
Set the levels and conditions under which you will reduce or leave a position — before the next restless week arrives.
Liquidity Notes Session
Document how quickly each sleeve can be turned to cash — and who needs to know if markets thin out.
From the desk
What clients leave with
“We walked every single-name overweight before lunch. The liquidity notes on the two smaller holdings were blunt — and useful. I still needed a second pass on the exit ladder for the largest position, but the first draft held through the next volatility week.”
— M. Cheng, family office liaison, Mid-Levels
Field notes
Guides from recent sessions
Short pieces on concentration marks, cash buffers, and writing exit rules that survive a noisy week.
Exit thresholds that survive a noisy week
The noisy week is when exit rules earn their keep. Rules written only as hope (“we’ll know when we see it”) …
Writing liquidity notes someone else can open
Liquidity notes fail when they read like a diary. They work when a deputy can open them during a thin session …