The importance of risk profiling

Risk profiling is a shared responsibility

clock

Risk profiling is a shared responsibility, says Guy Myles of Octopus Investments, but one which is integral to the investment process.

Risk profiling is integral to the investment process. It underpins decisions about making an investment, and plays an essential part in ensuring the suitability of investments for clients. Risk profiling has generally been the domain of advisers, but we now see investment managers becoming more involved, and rightly so. Indeed, we believe the subject is so important that there is a collective responsibility for managers and advisers to enhance and improve on the methods used across the industry. Offering investment advice can be risky, as advisers are open to compensation claims in th...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

The paradox of invisible value: How to ensure clients recognise the power of advice in volatile times

The paradox of invisible value: How to ensure clients recognise the power of advice in volatile times

'Investing is not just a technical exercise; it’s an emotional one'

Kate Rainbow
clock 03 August 2026 • 4 min read
The Platforms Association acquires the UK Platform Awards

The Platforms Association acquires the UK Platform Awards

Clive Waller hands over the awards programme

Isabel Baxter
clock 30 July 2026 • 2 min read
FCA bereavement survey sent to just 12 firms – 'A very small dip in the ocean'

FCA bereavement survey sent to just 12 firms – 'A very small dip in the ocean'

Covers advisers, platforms and wealth managers

Sophia Panayi
clock 30 July 2026 • 3 min read