As Mr. N is NOT an ordinary investor but is considered to be an UHNWI investor, any assumptions about his age or stage of life cycle investing may not be meaningful. However, do consider car
4. As Mr. N is NOT an ordinary investor but is considered to be an UHNWI investor, any assumptions about his age or stage of life cycle investing may not be meaningful. However, do consider carefully what you think should constitute his investor profile, especially his needs, risk appetite and very importantly his objectives, as these will help you determine the suitability of the various investment choices in terms of asset allocation or diversification where applicable. a. Be sure to explain the various investment and product choices. State the reasons for your preferences (including those, if any, rejected by you) and show Mr. N what your actual recommendations are. Besides giving your recommendations, you will need to demonstrate to Mr. N the possible results and consequences if he were to take up your suggestions and follow through with your plan. b. Be reminded that in real life investing, investors often have to rely on the analysis of various factors, both internal and external, as well as uncertainties that affect decision making, all the more given the current global socio-political and economic situations. The case study on Mr. N is no different as the information provided is limited. As such, you may have to rely on relevant external information that is available (such as the state of the local stock market, specific property sector situations, economic outlook, interest rate movements, supply and demand factors, data on sale and lease transactions, URA supply and demand indices and data where applicable, impact of COVID-19 pandemic etc.) before you can give meaningful advice to Mr. N. c. A good recommendation will not only show the reasons for the choice(s) being selected, but will also discuss the mitigating factors and actions that Mr. N can take when accepting and implementing the recommendation(s).
Collepals.com Plagiarism Free Papers
Are you looking for custom essay writing service or even dissertation writing services? Just request for our write my paper service, and we'll match you with the best essay writer in your subject! With an exceptional team of professional academic experts in a wide range of subjects, we can guarantee you an unrivaled quality of custom-written papers.
Get ZERO PLAGIARISM, HUMAN WRITTEN ESSAYS
Why Hire Collepals.com writers to do your paper?
Quality- We are experienced and have access to ample research materials.
We write plagiarism Free Content
Confidential- We never share or sell your personal information to third parties.
Support-Chat with us today! We are always waiting to answer all your questions.
