Hi looking for some advice on an interview ill be having tomorrow. I have modelled an answer as below points if anyone can add/comment please

I mean, you hit the nail on the head with your answer. You discuss risk profile, time horizons, and objectives - and that's really the crux of how you invest personally versus how you manage money for clients. The name of the game is ultimately suitability. Someone who is risk averse might not like an 80/20 equities/bonds split, while someone who is looking for growth at a reasonable pace may have a different approach to what they want in their portfolio. The only thing else that I would add is the type of account that they are investing with/Tax liabilities.

interview question - where would you invest your money and how does this differ from investing clients

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interview question - where would you invest your money and how does this differ from investing clients

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