Tag Archives: 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.