If a client 'needs' a higher rate of investment return than the portfolio they are likely to be comfortable with is expected to earn, writes Greg Davies, then they need better needs, not riskier investments
Should the return a client ‘needs' to meet their set of goals be a consideration when deciding how much risk to take with a portfolio? It is a tempting thought, it is easy enough to calculate and it certainly...
Achievements, charity work and other happy snippets
Laughable excuses for persisting
Spent 56 years at Schroders
Warns on profits