Investment Suitability Charts

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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.