Risk Profiler | The Family Office

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Risk Profiler

Q1. Where do you see yourself with regards to taking investment risks?

The safer the better
The golden middle
High risk, high reward

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Q2. How often do you buy or sell investments?

Weekly
Monthly
Yearly

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Q3. How would you react to financial losses?

Sell immediately
Be patient and reassess
Stick to my investment plan

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Q4. Are you willing to put a significant part of your wealth in high risk investment?

Yes
No
Not sure

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Q5. How often would you like to oversee your portfolio?

Weekly
Monthly
Yearly

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Q6. Would you risk losing some money for the chance to gain?

Yes
No
Not sure

Risk Profile

Conservative

Risk Averse

You are a conservative investor seeking to preserve your wealth while earning modest but consistent periodic returns, even if overall investment returns are lower. You do not like market downturns and will prepare ahead of time to minimize losses during such events.

Responsiveness Level

Paced Responder

Medium Responsiveness

You do NOT act impulsively to new information but try to make an informed decision by monitoring the situation and doing your own research. During market volatility, you can stick to your investment plan even if it is uncomfortable but may deviate if you get too uncomfortable. You tend to review your portfolio regularly.

Recalculate Risk

Frequently Asked Questions

The Family Office provides clients superior access to world-class managers like BlackRock, Goldman Sachs and the Carlyle Group, offering top-tier alternative investment opportunities.

Alternative investments are usually illiquid by nature and redemptions are subject to restrictions that vary by investment program.

Risk Profile Calculator

Risk assessment and mitigation are key to a successful investment strategy

Q1. Where do you see yourself with regards to taking investment risks?

Q2. How often do you buy or sell investments?

Q3. How would you react to financial losses?

Q4. Are you willing to put a significant part of your wealth in high risk investment?

Q5. How often would you like to oversee your portfolio?

Q6. Would you risk losing some money for the chance to gain?

Risk Profile

Conservative

Responsiveness Level

Paced Responder

Get Investment Advice for your Risk Profile

Learn more about wealth management

Why is Financial Planning Important?

Financial Planning: Explained

Private Markets: Explained

US Market Volatility: Hedging Against Turmoil

Wealth Management: Explained

Managing Inheritance

Frequently Asked Questions

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