Investor risk profiling, based on intelligence and innovation from the University of Oxford
High street banks, wealth managers and independent financial adviser networks use our risk tolerance profiling solutions to match investors and investments, more intelligently.
Here at Oxford Risk, we take the satisfaction and support of our clients seriously.
Imagine a man in his fifties. He’s got some money to invest. What does he do? He’s got to either take a risk with it on the markets and/or bonds, or he can ‘play it safe’ by keeping it in cash.
Suitability is the concept of ensuring that the advice given is the most appropriate, that it is aligned to the risk profile of the investor and their personal goals and circumstances.