Risk Profiling and Management

Are your investments aligned with both your goals and your peace of mind?

Successful investing is not simply about returns. It is about ensuring the level of risk within your portfolio is appropriate for your objectives, your time horizons and, just as importantly, how you feel when markets move.

At Themis, we take time to understand both the practical and emotional dimensions of investment risk. Some clients are comfortable with short-term volatility in pursuit of long-term growth, while others place greater value on stability, liquidity and certainty.+

There is no right or wrong answer — only what is right for you.

Our role is to build and manage a portfolio structure that reflects:
• your long-term objectives
• access and liquidity requirements
• your investment time horizon
• your comfort with market fluctuations
• family and legacy priorities
• ethical or values-based preferences

We provide a clear report and review your risk position regularly, ensuring your investment strategy remains aligned as your life evolves.

Risk profiling is a specialist area for Kate Gannon, whose advanced qualifications bring additional technical depth and behavioural insight to this important part of the planning process.

Your first meeting is complimentary, giving us the opportunity to understand your circumstances and create an investment approach that supports both confidence and clarity.

If you would like to find out more about how we profile and manage risks in our investment packages, or our other wealth management services, do get in touch.

Testimonials

What Our Clients Say…

Kate brings a wealth of detailed knowledge and caring personality to an important subject for clients.

Kate however approaches the subject in a really personal way and finds out about the client, their life, their plans and their financial needs. This leads what she does rather than just looking at the products.

Definitely recommend speaking with her to see for yourself.

My wife and I have been ably guided by Kate Gannon of Themis around the intricacies of domestic financial planning from the company’s outset.

Kate has provided excellent value for money for our investments. We get home visits with a friendly approach and Kate is always available by phone or email for any queries. We have had Five Star service and would thoroughly recommend Themis to prospective clients.