Managing Risk

Managing Risk

Managing Risk Ben Raven - Head of Business Development Many of us think about risk management in terms of our clients’ portfolios… However, do we ever stop and think about how it applies equally to the quality of the recommendations we make? Whenever an adviser...
Why is the topic of risk so important?

Why is the topic of risk so important?

Risk management is the basis of the relationships we have with our clients. Each client begins their journey by completing an attitude to risk questionnaire in order to establish their risk profile. Their financial adviser is then entrusted with identifying...
The UK Bond Bubble – A Time For Vigilance

The UK Bond Bubble – A Time For Vigilance

The UK Bond Bubble - A Time For Vigilance Christopher Peel - Chief Investment Officer The bubble in the UK bond market is beginning to show signs of stress and when it eventually bursts, the losses suffered by the most risk averse investors are likely to be...
Currency Risk

Currency Risk

Currency Risk The next scandal in UK Financial Services? In a recent interview with Proactive Investors, Ben Raven talks about how the last 20 years have seen a fundamental shift away from advisers recommending UK-centric portfolios to a globally diversified approach....