Tag Archives: attitude to risk

How do advisers choose investments for their clients?

in Financial advice, Financial education, Investments
Our clients pay advisers to manage their investments, but where do advisers start with such a broad range of investments available? As you would expect, almost all advisers start from a similar, client-focused point. Portfolio selection is implemented after the adviser determines a client’s circumstances, risk tolerance, risk capacity and prioritises the client’s key financial [...]

Risk vs. Uncertainty

in Financial education, Investments, Thought leadership

All investors consider return. Most investors consider risk. Only a few consider uncertainty. Those last two statements may seem to many to be synonymous, and in fact for decades have been treated as such by the financial world at large – taking risk and uncertainty to mean basically the same thing. Yet there is a difference between the two which, whilst sometimes difficult to articulate, is as essential to investing as the difference between an equity and a bond.