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Beverly Chandler

Risk profiling biggest challenge for advisers


A survey conducted at Wellian Investment Solutions’ Investment Symposium has revealed that almost 80 per cent of the advisers in attendance said their biggest challenge when managing risk in their client portfolios was creating suitable risk profiling questionnaires and providing suitable information and education.

Further, the survey found that around half of advisers in attendance claimed to be concerned about the lack of safe haven options for clients in today’s market. Other major concerns included over exposure to equities as well as over exposure to China. Consequently, the majority of advisers surveyed at the event have also said they expect their use of DFMs to increase in the foreseeable future.
Alan Durrant, CEO of Wellian Investment Solutions says: ‘This year’s Symposium shed light on some of the biggest challenges and concerns advisers face when it comes to managing client risk. In order to find a solution to these challenges, the biggest question an adviser needs to ask themselves is: ‘If my client’s aspirations and attitude to risk have not changed, then why has their portfolio?’”

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