Challenge

The client arrived with overlapping manager exposure, uneven reserve planning, and reporting that made decision-making slower than it needed to be.

What Ottimo changed

We reorganized the portfolio around mandate fit, liquidity windows, and clearer exposure roles. Duplicate positions were removed and reserve capital was redefined against real near-term obligations.

• Manager overlap was reduced across public and alternative sleeves.
• Reserve capital was rebuilt around likely cash needs.
• Review cadence and decision criteria were standardized.

Outcome

The family office gained a simpler portfolio architecture, better downside awareness, and clearer reporting for future allocation decisions.

Clarity improved because every allocation had a clear role in the portfolio.