As the rules from the financial supervisory authorities are becoming stricter, the discretionary portfolio management sector is confronted with increasingly more requirements regarding the “know your customer” principle.
De Wellguard Private Risk Planner gives portfolio managers the possibility to carry out a global financial risk analysis within a short period of time. That analysis can be used as a basis for establishing the AFM requested target risk profile.
The management of your client’s portfolio is increasingly becoming a world-wide matter. The Wellguard Financial Market Monitor provides you with an overview and a full insight of the risks related to the common investment categories: stock exchange traded bonds and equities.