Risk means different things to different people. We therefore make sure we define what risk means to you and fully understand your attitude to risk within our guidelines. This helps us to manage your portfolio in a way that feels comfortable to you.
We manage risk by:
We take time to thoroughly understand your attitude to risk in different situations, and manage your portfolio accordingly.
Your attitude to risk might change over time. Regular contact allows us to make sure that we can keep up to date with any changes in your outlook or situation. We will keep you updated as frequently as you wish, in whichever way is most convenient for you.
We use a number of risk monitoring tools to try and ensure your portfolio is managed according to your expectations.