Investment opportunities differ by client age group and advisers must take into account personal circumstances, delegates heard.
Speaking at the Morningstar Investment Conference yesterday (1 May), its EMEA chief investment officer Mike Coop said advisers should always be considering a client's personal circumstances when it comes to investment. "Our wealth is not just about the financial assets that we have, it is our ability to earn." Coop then gave examples of how different investment options suit different client age groups. Younger clients are more likely to be interested in emerging markets and US small companies. For a client in their 40s to mid-50s, investors may be interested in growth diversifie...
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