Managing Risk

Managing Risk

Managing Risk Ben Raven - Head of Business Development Many of us think about risk management in terms of our clients’ portfolios… However, do we ever stop and think about how it applies equally to the quality of the recommendations we make? Whenever an adviser...
Why is the topic of risk so important?

Why is the topic of risk so important?

Why is the topic of risk so important? Ben Raven - Head of Business Development Risk management is the basis of our relationships with clients. Each client begins their journey by completing an attitude to risk questionnaire in order to establish their risk profile....
Currency Risk

Currency Risk

Currency Risk The next scandal in UK Financial Services? In a recent interview with Proactive Investors, Ben Raven talks about how the last 20 years have seen a fundamental shift away from advisers recommending UK-centric portfolios to a globally diversified approach....