Risk Profiling

Once we have determined the return you need to achieve your objectives, it would be wrong to place money into investments designed to generate the required return without measuring your risk tolerance.

A client that requires a net annual return of 9% per annum may not be prepared to accept that in some years this could result in significant short term losses. Hence, it is vitally important that we measure your tolerance for risk before committing monies into an investment portfolio to ensure that you understand and are prepared to accept, the level of associated risk required to achieve your objectives.

To help us to measure your risk profile we use a detailed risk profiling questionnaire and specialist software designed to uncover your real attitudes towards investment risk, reward and volatility. This is used as the basis of our discussions around developing the most risk-appropriate portfolio for your objectives.