Understanding your risk profile

Before we discuss investment solutions or investment products, it is important for us to understand your needs and objectives. We develop your risk profile by working through a Financial Needs Analysis and Risk Profiling exercise.

Your investment risk profile is unique to you. It takes into account your investment experience, your outlook on world markets and your appetite for investment risk. Once we understand your risk profile, we can construct an investment profile based on your particular financial needs and risk appetite and allocate your assets accordingly.

This is a non-obligatory service that helps you identify how you wish to allocate your funds across the multiple products we offer.