Kestrel Capital Partners
Kestrel Capital Partners LLP
Segment Institutional Wealth·Region Perth · WA·Lead David Chen · 1.8y tenure·Team 4 advisors
Primary driver
Trust signal declining eight weeks running. Competitor RFP issued last week.
Weekly snapshot
Account intelligence scores
Snapshot 2026-04-15 · vs week prior
Fit
32.7
▼ 12.3
Capability ↔ Complexity
Confidence84%
Health
39.5
▼ 7.5
Executive summary
Confidence84%
Risk
63.1
▲ 1.1
Delivery / friction
Confidence84%
Expansion
40.9
Directional · advisory
Confidence84%
AUM growth probability (6M)
28%
Attrition risk
47%
Expansion readiness
Low
Trajectory
8-week score movement
Weekly snapshots · Phase 3 operating rhythm
Explainability
Top drivers
Click any driver for the formula contribution
Supporting
Detracting
Structural alignment
Capability vs Complexity
Gap 19
Capability47
Complexity66
Trust42
Multithread45
Recommend
Recommended interventions
Toggle interventions to simulate how scores move. Built on the real Phase 3 scoring engine — not a static mock.
Confidence model
Data confidence
84%
Final Score = Raw × Confidence + Baseline × (1 − Confidence). Prevents overclaiming when data is sparse.
Data completeness84%
Signal freshness86%
Source reliability82%