Client Risk Preferences

A relationship built on trust, integrity and results

A well-informed client is an important key to investment success and financial confidence. WDS portfolio managers are trained to help their clients deal effectively with the prospect of investment risk. In the field of wealth management, investment risk is commonly defined as the possibility of permanent losses being incurred or the potential for below-target returns.

Understand more about your suitable investor profile:

• Personal tolerance for investment risk
• Investing and the concept of risk
• Accepting risk

WDS believes in full disclosure and transparent, open and honest communications with clients before implementing an investment strategy. We provide our clients with education about market cycles and what to expect beforehand.