Risk Profiling

Ensuring investment suitability remains at the heart of the value that you bring to your clients. Having helped thousands of advisers, over many years, understand the risk level of their clients, we know accurate risk profiling helps you build longer, deeper relationships. A good understanding of your client’s risk level is paramount to enable them to achieve their goals. Accurate risk profiling also means that in a market downturn they are more likely to be comfortable with any short-term fall in the value of their portfolio.

Good risk profiling also helps ensure compliance with FCA and other industry regulation. At the same time, our independent, robust asset allocations, created for each risk profile, can help you deliver good, risk-adjusted returns for your clients.

No other risk profiling service can compare with our market-leading experience. Our highly qualified in-house team have many years of financial planning, actuarial and investment management expertise. We work with leading academics from the International Capital Market Association Centre at Henley Business School to incorporate the latest research and psychometric thinking. The Dynamic Planner Investment Committee reviews asset allocations and model assumptions quarterly and includes independent experts from academia and industry.

The Dynamic Planner proprietary asset allocation model has a proven track record of delivering against risk profiles. The target allocations are designed to optimise risk-adjusted returns for each risk profile and deliver within a range of expected returns and losses. A range of apps help you and your firm complete the risk profiling process efficiently.