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  Investement Process >
Risk Profiling

We recognise that perception of investment risk is a relative measure and it is therefore important we discuss with our clients the relationship between risk and return in accordance with their circumstances.

To ensure a consistent assessment basis for risk profiling, we ask all investment clients to complete an ‘attitude to risk’ questionnaire which helps them focus on what they can afford to lose rather than what they hope to gain.

Capacity for Loss
By ‘capacity for loss’ we refer to our client’s ability to absorb falls in the value of their investment.  If any loss of capital could have a materially detrimental effect on your standard of living, this will be taken into account in assessing the risk that you are able to take.

For a more details explanation of Risk Profiling, please click here to view our PDF download.

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