News & Updates

Oxford Risk is proud to be leading the way in the field of data and analysis to support and understand investor behaviour and preferences around sustainable investing and ESG.

Oxford Risk is proud to announce that they have been listed on the newest edition of the WealthTech100 list for 2023. Read the response from Oxford Risk's Chief Client Officer, James Pereira-Stubbs.

Talking about emotions or personalities probably isn’t something your clients expect to do when they visit you for wealth advice. Yet investing is emotional – it’s about hope, and fear, just as much as it is about cold hard figures and in-depth planning.

The more behavioural finance is applied to financial advice, the more it’s misapplied by firms prioritising shortcuts over science and surface sheen over depth of understanding.

Adopting a behaviourally conscious approach to client understanding, enabling personalised advice at scale, is the best way to upgrade customer satisfaction with their wealth-management experience.

The partnership between a wealth management firm and its tech is crucial. The right software can support smooth-functioning and compliant advice, providing a robust framework within which the adviser’s art can flourish.

Firms who harness evolving technology most effectively unlock the ability to serve more investors, more consistently, and more personally.

Centralised investment and retirement propositions can enhance client outcomes through streamlining advisory services. However, they also come with inherent dangers of prioritising a consistent product over a consistent approach for dealing with individual differences.

Download the Ultimate Guide to Applying Behavioural Finance in Financial Advice.

Oxford Risk’s Investor Compass Risk Suitability solution has been awarded four stars at the 2022 FTA Financial Adviser Service Awards. Find out more about the win in our blog.