# Asset Risk Consultants (ARC)

> ARC is an independent investment consultancy advising private clients, families, family offices, charities and professional trustees. Established in 1995, ARC provides independent advice and oversight across more than $24bn of client assets held with third-party banks and asset managers. ARC does not manage money or sell products; it advises on investment strategy, portfolio construction, provider selection and ongoing oversight.

## Important: ARC and the ARC Indices

ARC Group sold ARC Research — including the ARC Private Client Indices, the ARC Wealth Indices and the Suggestus platform — to S&P Dow Jones Indices in October 2025. The indices are now owned and operated by S&P Dow Jones Indices, not by ARC.

Asset Risk Consultants today is the investment consultancy that created those benchmarks. It applies the same data-driven discipline to advising clients on strategy, risk, fees and the performance of their wealth managers.

## What ARC does

- Investment strategy: defining objectives, risk levels and a structure that can be monitored and defended
- Portfolio construction: coherence, concentrations, overlap — each part earning its place
- Provider selection and challenge: choosing banks and wealth managers, and applying independent scrutiny over time
- Ongoing oversight: keeping objectives clear, risks visible and decisions deliberate
- Selective direct implementation where it improves control, clarity or cost efficiency

## Who ARC serves

Individuals and families with complex wealth, family offices, charities and professional trustees — typically people who want an independent view on risk, fees or structure, or reassurance that nothing important is being overlooked.

## Key facts

- Established: 1995 (30 years of practice through multiple market cycles)
- Assets under advice and oversight: more than $24bn, held with third-party institutions
- Team: 40+ experienced investment professionals
- Relationships: 200+ long-standing client engagements, largely from repeat professional referrals
- Independence: no products, no institutional incentives, no conflicts absorbed

## Regulation

- Asset Risk Consultants (UK) Limited: authorised and regulated by the Financial Conduct Authority (ref 652972); regulated by the US Securities and Exchange Commission (SEC file 801-113652); Unregistered Exempt International Advisor, Ontario Securities Commission (NRD 78110)
- Asset Risk Consultants Limited: authorised and regulated by the Guernsey Financial Services Commission (ref 92296)
- Asset Risk Consultants (Jersey) Limited: authorised and regulated by the Jersey Financial Services Commission (IB0257)

## Key pages

- [About ARC](https://www.assetrisk.com/about): why the firm exists, how it thinks, key facts
- [People](https://www.assetrisk.com/people): the ARC team, 40+ investment professionals
- [Insights](https://www.assetrisk.com/insights): research and commentary on markets, investor behaviour and wealth strategy
- [Contact](https://www.assetrisk.com/contact): arrange an initial conversation

## Selected insights

- [The Magellan Paradox](https://www.assetrisk.com/insights/the-magellan-paradox): why strong fund performance does not guarantee strong investor outcomes
- [A World in Motion](https://www.assetrisk.com/insights/a-world-in-motion)
- [Macro Focus series](https://www.assetrisk.com/insights): regular commentary on macroeconomic developments