Old Mutual International creates risk profiler app for advisers

clock • 2 min read

Old Mutual International, part of Quilter, has released a new risk profiling app for financial advisers to help them assess a client's attitude to risk and then discuss that level of risk with their clients, in a single meeting. The risk profiler allows an adviser to submit their client's answers to a set of 11 questions with the app then calculating a suggested risk profile score of between 1 and 5, with 5 representing the highest risk. Some of the questions ask about what their expec...

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Author spotlight

Christopher Copper-Ind

Christopher Copper-Ind is editor-in-chief of International Investment. Before this, he was editorial director of The Business Year, from 2014 to 2017.