Appetite for Risk – Investments require informed financial planning

Investment always comes with risk. So how can individuals decide which risks to take and which risks to avoid? In these videos Michael Pagliari, Investment Manager and Partner at Smith & Williamson, discusses risk assessment processes and the relationship between investors and managers. Risks need to be considered carefully to make the choice that is right for the individual and their unique situation. This is a case for informed financial planning. It is imperative to consider the market situation, the investor’s bottom line, and how much a business can afford to lose. A smart idea is to get advice from someone trustworthy who can help with informed financial planning. They can explain where there may be problems and where there are rules to follow. It is important to be clear and realistic in discussions about investments.

    01

    Informed financial planning: Structuring tax efficient investments

    Michael Pagliari

    Michael Pagliari

    Michael Pagliari, Partner, Smith & Williamson Investment Managment LLP

    Informed financial planning is essential when it comes to investments. Investment managers should be well informed of tax rules so that no errors are made. Michael Pagliari explains further in this business TV show.
    02

    Assessing business risk appetite

    Michael Pagliari

    Michael Pagliari

    Michael Pagliari, Partner, Smith & Williamson Investment Managment LLP

    Business risk can come from many unknown variables. When working with an investment manager people should be clear about how much risk they are prepared to take, as Michael Pagliari explains in this TV show.
    03

    Business risk assessed holistically

    Michael Pagliari

    Michael Pagliari

    Michael Pagliari, Partner, Smith & Williamson Investment Managment LLP

    Business risk assessment can be approached in a number of different ways, and there are popular theories and methods to follow. In this TV show Michael Pagliari explains why he thinks it's better to look at risk in context.
    04

    Informed financial planning: Investment Managers

    Michael Pagliari

    Michael Pagliari

    Michael Pagliari, Partner, Smith & Williamson Investment Managment LLP

    Informed financial planning comes from awareness of tax requirements and potential pitfalls of any decisions. In this TV show Michael Pagliari explains why investment managers need to be tax savvy.