Personalizing Wealth Advice and Client Preferences

Hear Shachar Kariv and Bernard Del Rey, co-founders of Capital Preferences, a company that provides solutions for understanding client preferences and behaviours in financial decision making, describe their research, background and motivations.

Shachar and Bernard outline the challenges and limitations of traditional risk profiling methods. They break down the innovations and applications of Capital Preferences' tools in areas such as risk aversion, loss aversion, ambiguity aversion, multi-dimensional social preferences, and how to go about advising the modern couple. They also discuss the trends and opportunities for utilising these tools in financial advice and wealth management, especially in the context of personalisation, inter-generational client engagement, and enabling clients to achieve greater financial wellbeing.

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