Wentworth Private Clients
Wentworth Private Clients Ltd
Segment Private Wealth·Region Sydney · NSW·Lead Isabelle Cheng · 4y tenure·Team 5 advisors
Primary driver
Balanced posture. Watch: coordination load trending up as the family adds two new trusts.
Weekly snapshot
Account intelligence scores
Snapshot 2026-04-15 · vs week prior
Fit
61.6
▼ 10.4
Capability ↔ Complexity
Confidence86%
Health
66.0
▼ 8.0
Executive summary
Confidence86%
Risk
41.7
▲ 12.7
Delivery / friction
Confidence86%
Expansion
63.5
Directional · advisory
Confidence86%
AUM growth probability (6M)
64%
Attrition risk
12%
Expansion readiness
High
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
Overmatch 12
Capability72
Complexity60
Trust76
Multithread70
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
86%
Final Score = Raw × Confidence + Baseline × (1 − Confidence). Prevents overclaiming when data is sparse.
Data completeness88%
Signal freshness84%
Source reliability86%