Emma Louise Davidson, executive member of the UK Structured Products Association and Citi's head of cross-asset group for UK and Ireland, reveals how to pick the right structured product.
Everyone is drawn to attractive headline rates, no matter what the product type, be it hedge funds, high-yield bonds or structured products. It is only after you take a closer look and apply your own suitability test, do you realise if the investment is right for your clients. A financial planner can be described as one who is assigned to prudently act on behalf of someone to assess their financial situation and make sound recommendations according to those individual’s goals. In this process risk assessment is paramount. However, if properly executed and maintained, the product selectio...
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