The level of risk taken within an investment portfolio is a key factor in determining its composition and the resulting performance over time.

Every client completes a Risk Profile Questionnaire which is used to help the investment manager understand the clients ability to take investment risk within their portfolio.

This information used together with our investment toolkit of approved or preferred investment solutions will support the investment manager as they construct a portfolio which meets the investment needs of their client.

Clients' portfolios are subject to ongoing monitoring.