Senior counsel to boards, executive committees and the institutions that answer to them — on geopolitical exposure, economic statecraft, sovereign risk and the strategic questions that arrive without a playbook.
Not a technology engagement. Advisory is where you bring the question itself. Building AI into your investment or research process is the work of the Lab.
Every mandate begins with a decision someone owns personally. These are the questions we are most often brought in on — all of them inside the House’s domain, none of them generic strategy consulting.
“Where does this firm break if the situation escalates — and what do we do before it does?”
Board-level exposure mapping across markets, assets, counterparties and chokepoints, with the scenarios costed rather than described.
“Can we still operate here, and what happens at the next tightening?”
Sanctions, export controls and screening regimes read as a strategic constraint on where you invest, operate and sell — and how to position ahead of the next move rather than after it.
“Do we enter, expand, restructure, or leave?”
Entry, expansion and exit decisions taken on a read of a country’s political economy and its direction of travel, rather than on a growth forecast.
“How dependent are we, on whom, and what would it cost to change that?”
Dependency and chokepoint mapping, with the strategic options for reducing exposure set against what they do to your economics.
“What do compute access, chip controls and model restrictions mean for our strategy?”
The board-level consequences of AI geo-economics: where compute may sit, what advanced-chip controls do to your supply chain, and which jurisdictions will restrict the models you intend to depend on.
“How do we make this economy, or this institution, more resilient?”
For governments, sovereign funds and public institutions: reform and competitiveness strategy, financial-sector and digital-finance roadmaps, and the design of large public programmes.
Our own research platform provides the evidence base. The analysis and conclusions are produced by the principals on the mandate, and every element can be traced to source.
You work directly with principals throughout. Analysis is not delegated to a junior team and reviewed at the end.
We start from the decision you have to make and the constraints around it — not from a sector template.
Every conclusion rests on sourced, traceable material, and the reasoning is set out so that it can be reviewed and challenged.
Mandates are conducted in confidence, and client identities are not disclosed without written agreement.
The House does three distinct things. Confusing them wastes your budget — so here is the honest division of labour.
Applied AI inside your investment or research process — geo-economic and regulatory signal engineering, agentic research workflows, model governance. You end up owning something that keeps working.
Go to the Lab →A specific decision, owned by a specific person, with consequences attached. We take the question as it is, and come back with a defensible answer rather than a capability.
You are hereProgrammes for boards, executive committees and analyst teams — so the anticipation happens in-house, before anyone needs to call us.
Go to the Institute →A selection of recent mandates, anonymised. Specifics are shared under NDA.
Commissioned by Deloitte, this report — co-authored by Alexandre Kateb with Deloitte partners — assessed the Kingdom’s challenges and opportunities in a post-pandemic world.
Read the case study →Tell us what is on the agenda and who has to answer for it. We will tell you how we would approach it — and whether we are the right people for it.