The UK’s Financial Conduct Authority has taken aim at risk-targeted model portfolios in its platforms study, which has sparked calls for platform providers to re-evaluate “subjective” branding and the amount of information they disclose.
Too many older clients dial back their investment risk too soon, when they should be taking on opportunities, a survey has found.
Inflation expectation is prioritised as a major risk in the fund managed by Patrick Brenner, head of multi-asset investment Asia at Schroders.
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.
Telling clients about all the risks involved in an investment makes it appear less risky and more attractive, a study has found.
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.
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”.
The Guernsey Financial Services Commission has warned that investment risk is still incorrectly explained or ignored altogether by financial advisers.
Isle of Man-based savings provider Hansard International has teamed up with global asset manager Fidelity International to launch a tool to help financial advisers identify the risk profile of retail clients.
Improving economic conditions are likely to create pockets of value in parts of the global bond market, according to Morningstar.
Zurich International Life has launched Simple Wealth, a new simplified investment plan that the company says provides an easy way for consumers in the United Arab Emirates to manage and grow their wealth.
More than a quarter of UK life insurance companies now offer life products to British citizens living abroad, research from Unusual Risks Mortgage & Insurance Services has found.
