Offshore advisers favour packaged investment solutions

Latest research by Skandia International reveals that the overwhelming majority (80%) of offshore advisers would consider recommending ready-built packaged investment solutions that match their clients’ attitude to risk.

Advisers taking part in the survey remained evenly split over whether such packaged investment solutions should be targeting a specific investment return or whether they should be aiming to work within specific risk controlled parameters, with 50% of advisers favouring each option. When questioned on the use of tools utilised during the portfolio build and risk assessment process, a third indicated a preference for other providers’ risk assessment tools to help establish their clients’ attitude to investment risk.

Overall, more than 75% of the surveyed advisers believe the use of offshore investment products is likely to increase over the next 12 months.  The 330 advisers taking part in the survey were based in Hong Kong, Singapore, Dubai, the UK, Europe, Africa and Latin America.

Marketing Manager Phil Oxenham comments, “The results of this survey show that a staggering number of international financial advisers around the world are keen to recommend packaged investment solutions.  They may be divided on whether investment returns or risk controls are the most important feature of packaged solutions but it is clear that there is demand for investment tools that can help identify a client’s investment profile and for packaged investment solutions that match these investment profiles.” 

In response to this feedback, Skandia International has announced the launch of a Portfolio Builder Tool which helps advisers identify their clients’ attitude to risk and build an investment portfolio that directly matches that risk level. http://www.skandiainternational.com