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HomeCase StudiesAI Portfolio Risk — Global Family Office ($480M AUM)
AI AUTOMATIONWealth ManagementGlobal

AI Portfolio Risk — Global Family Office ($480M AUM)

Portfolio drawdown -28% in volatile periods | Risk reporting automated | DFSA compliant
14 weeks

The Problem We Were Brought In To Solve

Global family office: manual risk assessment across complex multi-asset portfolio ($480M), no real-time VaR, DFSA reporting manual quarterly.

How Revino Delivered

AI portfolio risk platform: real-time VaR and CVaR, stress testing against GCC geopolitical scenarios, DFSA compliance reporting.

Measurable Business Impact

Portfolio drawdown: -28% in 2024 market stress
Risk reporting: automated daily
DFSA compliance: quarterly→daily reporting
VaR calculation: real-time
Family office board reporting: automated
PythonQuantLibAWSReact DashboardBloomberg APIDFSA APIs
Wealth Management IndustryAI Automation & AnalyticsAI & ML Engineering
KEY METRICS
-28%
Portfolio drawdown
Real-time
VaR calculation
Daily
DFSA reporting
Automated
Board report
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