No investor can be guaranteed a high return, but it is clear that some clients are more able to tolerate risk than others. In an ideal world, a customer’s attitude to risk and their capacity for loss would match up and work together in perfect harmony. Their perception of their ability to absorb loss would correspond to the amount of risk they were willing to take, but that is rarely the case.
Attitude to risk vs capacity for loss: Risky business
CPD
Approx.30min
CPD
Approx.30min
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