Panel:
Adapting to clients’ new attitudes to risk and ‘buy and hold’
- Assess how client attitudes have changed with respect to investing and how this is changing investment strategy
- Finding products and strategies appropriate to new risk attitudes to reassure clients while growing capital
- Is risk adversity preventing clients from finding value? Is it appropriate to influence clients’ attitudes toward risk?
- Focusing on portfolio risk for more effective risk management and communicating this to the client
Executive Director, Head of Investment Strategy & Consulting,
UBS
Head of Strategy,
Myer Family Company
Mr Scott Riedel,
Head of AMP Private Wealth Management,
AMP
Head of Global Investment Solutions,
Deutsche Bank Private Wealth Managment Australia
Head of Research,
Suncorp Financial Services