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Board pack

Q2 2026 · Corbière Wealth Partners Limited

Risk Committee Pack

Enterprise risk update — Q2 2026

Prepared by RiskAlign™ · Data as at 13 Jun 2026

1. Executive summary

The enterprise risk picture remains within tolerance overall, with 4 categories above appetite this quarter. 5 risks show an upward residual trend; concentration in our core custody provider and AI model governance are the two areas requiring board attention.

2. Heatmap

Enterprise risk heatmap

Residual exposure · 12 risks

LowModerateElevatedHighCritical
I1
I2
I3
I4
I5
L5
1
L4
2
1
L3
2
L2
2
L1
4
Likelihood ↑Impact →

3. Appetite breaches

  • Regulatory & Compliance12 / 10

    Zero tolerance for material regulatory breach. Limited tolerance for remediation slippage beyond 30 days.

  • Financial Crime10 / 8

    Zero tolerance for systemic AML/CFT failure. No appetite for sanctions exposure.

  • Technology & Cyber11 / 10

    Cautious appetite. Recovery time objective ≤ 4h for client-facing systems.

  • Third Party15 / 12

    Limited appetite for concentration above 25% of critical service in any single provider.

4. Top movers

  • R-001 Regulatory change outpaces remediation capacity12 (Regulatory & Compliance)
  • R-002 Third-party concentration in core custody platform15 (Third Party)
  • R-006 Investment performance below benchmark for 3 quarters12 (Strategic)
  • R-007 Climate transition risk on legacy portfolio10 (Climate & ESG)
  • R-011 AI model governance gap on customer-facing tools11 (Technology & Cyber)

5. KRI summary

8 indicators monitored. Red: Sanctions screening false-negative rate, AI models without sign-off. Trend across the portfolio: stable.