OUR RISK PROFILING SERVICES
Risk profiling lets our advisers determine the best levels of risk for you when planning or managing your investments. We do this by looking closely at three related factors, namely your risk required, your capacity for risk, and your risk tolerance.
To determine your required risk, we first take a look at your investment goals, that is to say, your desired return in particular. This allows us to determine the levels of risk you will need to undertake to achieve your investment goals
Once your risk required has been determined, we look at your capacity for it to see how viably you can reach your desired returns. We determine your risk capacity by inspecting the types of losses that you can afford to withstand to achieve your investment goals.
Aside from the risk you can afford, we take a close look at your personal risk tolerance, that is to say, the risks that you are comfortable taking to reach your investment goals, regardless of how much more you can afford.