Aspire IntelligenceAspire Intelligence
  • Overview
  • Ask Aspire
  • Calendar
  • Net Worth
  • Portfolio
  • Private Markets
  • Capital Calls
  • Cash & Liquidity
  • Income
  • Liabilities
  • Risk Profile
  • Purchase Planner
  • Owned
  • Real Estate
  • Luxury Assets
  • Collections
  • Family
  • Family Office Map
  • Philanthropy
  • Documents
  • Reports
  • Workflows
  • Audit Log
  • Advisors
  • Staff
  • KYC Records
  • KYC Auto-Fill
  • Insurance
  • Communications
  • Legacy
  • Lifestyle Hub
  • Opportunities
  • Aviation & Marine
  • Residency
  • Memberships
  • Household Staff
  • Security
  • Learning
  • Travel
  • Hospitality
  • Services
  • Health Overview
  • Diagnostics
  • Protocols
  • Care Team

Ask Aspire

Opening your most recent conversation…

Risk profile

Target asset allocation, concentration limits, and current drift.

Last reviewed: 12 Dec 2025 · Next review: 12 Nov 2026
Edit profile
Family officeDaniel WhitfordWhitford Family Trust

Risk tolerance

Moderate

Policy stance on file

Max concentration

8%

per single instrument

Liquidity floor

S$30MS$*****

Breaches

4

4 above 5pp drift

Allocation drift

  1. Fixed incomeBreach
    Target 22% · Actual 44.5% · Δ +22.5pp
  2. Private equityBreach
    Target 18% · Actual 7.2% · Δ -10.8pp

Recommendations

Your current allocation has 4 asset classes outside the moderate policy band (±5pp). Consider rebalancing:

  • Fixed income22.5pp overweight — trim
  • Private equity10.8pp underweight — accumulate
  • Cash8.0pp underweight — accumulate
  • Structured product5.3pp overweight — trim
Cash
Breach
Target 8% · Actual 0% · Δ -8.0pp
  • Structured productBreach
    Target 3% · Actual 8.3% · Δ +5.3pp
  • AlternativeAttention
    Target 5% · Actual 0% · Δ -5.0pp
  • Real estateAttention
    Target 4% · Actual 0% · Δ -4.0pp
  • EquityAttention
    Target 32% · Actual 29.4% · Δ -2.6pp
  • Hedge fundAttention
    Target 8% · Actual 10.1% · Δ +2.1pp
  • DerivativeAligned
    Target 0% · Actual 0.6% · Δ +0.6pp