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Risk Profiling

We establish a client's risk profile not by simply following a standard questionnaire, but by discussing with the client a number of possible scenarios and portfolio outcomes to understand the level of risk they are prepared to take to achieve a target return. 

Using this interactive and intuitive process, we can examine a number of scenarios based on real market returns that will provide the client with a comprehensive understanding of the risks and opportunities of their investment mandate.

Through this iterative process we come to understand the client's perception of desirable risk and returns against the market's ability to deliver.