Sesame Bankhall launches risk profiling tool

Risk Profiler, developed in collaboration with Barrie & Hibbert, Oxford Risk and technology provider IRESS, uses 18 psychometric questions and four suitability questions to help evaluate a client's true risk tolerance including capacity for loss. Launching in July, it will only be available to Sesame members and Bankhall customers. The risk tool will enable advisers to produce tailored client reports explaining and visualising the risk assessment process, summarising information gathered and confirming agreed outcomes, said SBG. It added the risk tool and accompanying guidance will...