Private Customer Segmentation

The financial crisis has shown that investors’ risk capacity and risk-taking are not rigid features, but change over time.

The graph shows which factors may contribute to these developments.

TAF Consulting Ltd together with the School of Business Administration in Fribourg have developed a concept able to make investors’ reactions more predictable in times of crisis or of economic boom.

Through a targeted survey of (new) customers, their risk-taking may be assessed more accurately in various conditions. Such investigations are also based on a new approach to behavioral finance. Besides, our questionnaires are developed in multidisciplinary teams consisting of financial scientists, psychologists, consultants and bank counselors.

We will enjoy explaining our methodology to our customers in a personal conversation and discuss the potential results for their own enterprises.