Financial Services

Oxford Risk is the market-leading provider of customer risk profilers. Our products reveal the level of risk customers are willing and able to take with their financial investments. Our clients include high street banks, wealth managers, and networks of Independent Financial Advisors, in the UK and around the world.

The Oxford Risk Rating is used by many thousands of investors each month to enable their advisers to recommend suitable investments, and our clients to deliver compliant processes and satisfied customers.

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Oxford Risk Rating Online

The Oxford Risk Rating Online is a new web-based service being developed by Oxford Risk, as a platform for our most advanced investor risk profiling tools. Oxford Risk Rating Online is suitable for individual and networks of advisers, integrated providers, and multinational organisations.

Clients may incorporate their brand and the system can be integrated with other in-house and online systems. The Oxford Risk Rating Online will offer Standard, Customised, and Active profilers.

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Research & Consultancy

Oxford Risk draws on the expertise of a wide range of academics in Oxford and other leading universities in the UK, Europe, and North America to offer innovative thinking and practical solutions to decision problems.

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Research for the Bank of England

Oxford Risk partnered with INET in Oxford to write a research paper and deliver a high level workshop for the Bank of England on "Risk, Uncertainty and Regulations: new insights".

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About Us

Oxford Risk was founded by academics from the University of Oxford to offer top-flight applied intelligence and practical innovation for organisations that must mitigate the impact of risks in their day-to-day activities.

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Supporting the ‘Non-Advised’ Investor

23 / 04 / 2014

By Tim Myatt

Understanding direct-to-consumer ‘advice gap’ services Since the Retail Distribution Review (RDR) came to effect 16 months ago, much of the wealth management industry has been preoccupied with the difficulties of adapting to the new regulations. Humans are creatures of habit, and it was not surprising to see challenges in adopting […]

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Santander UK fined £12m for providing “unsuitable investment advice”

27 / 03 / 2014

By Tim Myatt

The Financial Conduct Authority (FCA) confirmed on Wednesday that it has fined Santander UK over £12m for providing unsuitable investment advice to its customers. In one of the largest retail banking penalties ever handed out by the UK regulator, follows a 2012 mystery shopping exercise that uncovered serious failings in […]

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