Investment Suitability Charts

Risk Tolerance
Cash
Fixed Income
Funds & Trusts
UK & International Large Cap Equities
UK & International Small/Mid Cap AIM Stocks
CFDs & Spread

HIGH

LOW

RISK

RETURNS

MONEY MARKET FUNDS / SHORT TERM
BONDS / FIXED 
STOCKS / CFDS
There are a number of factors that need to be considered to determine the suitability of any investment for a clients wealth portfolio. These include age, time horizon, net worth, asset classes, asset allocation, degree of diversification and risk tolerance amongst other things. Berkeley Private Wealth has access to leading chartered wealth managers, independent chartered financial advisers and award winning discretionary fund managers to guide our clients; and build their bespoke investment portfolio. Our services are centered around our clients extracting needs and circumstances to ensure full suitability.  
 
 
Risk / Return Tradeoff
Returns
Standard Deviation (Risk)
Cash / Short Term / Money Market Investments
Property
Bonds / Fixed Income
Stocks / Shares
Derivatives
High Risk / Potential High Returns
Low Risk / Low Returns

* The diagrams on this website are for general information and illustrative purposes only and are not intended to serve as financial, investment or any other type of advice.

Office Tel: 0207 129 1112

Email: enquiry@berkeleypw.com

Address: 23, Berkeley Square, Mayfair, London, W1J 6HE

  • Instagram Social Icon
  • Facebook Clean
  • LinkedIn Clean
  • Twitter Clean

Berkeley Private Wealth Ltd © 2015. All Rights Reserved.

™ The lions logo is a trademark of Berkeley Private Wealth Ltd.

 

Berkeley Private Wealth Ltd is registered in England and Wales. Company number: 9600893. Registered office: 71-75 Shelton Street, Covent Garden, London, WC2H 9JQ.

Berkeley Private Wealth (Berkeley Private Wealth Ltd) is not licensed or regulated by the Financial Conduct Authority and does not provide financial advice. All lending is strictly for business purposes, some forms of buy to let, commercial finance and overseas finance. Terms and conditions apply.

 

The contents of this site belong to Berkeley Private Wealth Ltd. Reproductions are not permitted without our prior written consent. 

 

Terms and Conditions | Data Protection and Website Privacy