3 in 10 clients may be wrongly assessed on risk

Tuesday, 21 December 2021
Articles
Clients concerned they may not be assessed correctly for investment risk

Three in 10 (29%) of clients say that their wealth managers may have incorrectly assessed their attitude to investment risk.

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Sesame Bankhall Group develops new risk profiling tool

Thursday, 31 May 2012
Articles
George Higginson, chief executive of Sesame Bankhall Group

Sesame Bankhall Group has created a new risk profiling tool for Financial Planners called Investor Risk Profiler. Read more...

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