Risk
Mena advisers call for improvements to client risk assessments
As 54% expect industry professionalism to increase dramatically over the next 5 years
Greater Bay Area wealthy demand more sophisticated advice
ESG and crypto feature strongly among risk-seeking rich investors in the region
The rise of risk management in financial advice
It has become a ‘defined function’ within smaller firms ‘not just bigger institutions’
Investors ‘compelled’ to allocate more to high-risk assets
But most younger clients say performance impacts their mental health
Young Brits gamble on high-risk products to compete with friends
UK regulator unveils £11m campaign to help inexperienced investors understand the market