The aim of the Core Investment Management Service is to preserve and grow your wealth in line with an agreed level of investment risk that you are comfortable with.
Our starting point when we design your investment strategy is your risk profile. To determine this, we will work with you to understand how comfortable you are with ups and downs in the value of your portfolio and any potential investment losses. Our aim is to achieve the perfect balance of investment performance without taking more risk than you have told us you are willing to accept or can afford.
We have five different risk-targeted investment profiles.