Clients in jeopardy as UK advisers drift towards greater risk

UK investors in balanced portfolios could lose as much as 20% following a significant market correction as financial advisers gravitate towards higher risk profiles within their standard portfolios, according to Natixis Investment Managers’ latest UK Portfolio Barometer.

Best Practice | 22 Nov 17

Can transparency be counterproductive?

Telling clients about all the risks involved in an investment makes it appear less risky and more attractive, a study has found.

OMI warns UAE bulls on ‘bumpy ride’

Old Mutual International is warning of the risks in the attitude shift after researchers discovered UAE investors are more focused on achieving investment gains than on protecting against losses.

Companies | 10 Oct 17

Oxford Risk partners consultancy to evolve risk tools

Oxford Risk and behavioural finance consultancy Centapse have entered into a partnership to develop new risk profiling tools in a bid to become “the essential reference point for financial advisers”.

Industry | 20 Sep 17

Guernsey regulator warns client risk is ‘ignored’ by advisers

The Guernsey Financial Services Commission has warned that investment risk is still incorrectly explained or ignored altogether by financial advisers.

Risk