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Showing 1 - 6 of 6 results for "Oxford Risk"

Global firm expands into Aussie wealth management

ELIZABETH MCARTHUR  |  FRIDAY, 17 SEP 2021
... London-headquartered behavioural finance firm has announced plans to expand into the Australian wealth management sector. Oxford Risk has hired Bianca Kent as head of client and strategy, to be based in Sydney, as it enters the market. The firm builds ...

Research reveals factors influencing advice

JAMIE WILLIAMSON  |  WEDNESDAY, 26 MAY 2021
... risk assessments, with suggestions an adviser's own circumstances can influence the advice provided. The data from Oxford Risk shows, when asked to make recommendations for imaginary clients, advisers made "remarkably different" judgements when it came ...

Tech, behavioural science to engage clients

ANNABELLE DICKSON  |  WEDNESDAY, 14 APR 2021
... behavioural tools to assist clients in making better financial decisions, according to behavioural finance experts. Oxford Risk said blending technology and behavioural science leads to a comprehensive suitable approach that recognises the complexity ...

Emotions lead to losses: Oxford Risk

ANNABELLE DICKSON  |  TUESDAY, 10 NOV 2020
... losses, but diagnostic tools for financial advisers may solve the problem, according to a behavioural finance expert. Oxford Risk said investors in Australia and elsewhere around the world make investment decisions for emotional comfort, costing 3% on ...

Suitability: more than risk profiling

JAMIE WILLIAMSON  |  WEDNESDAY, 23 AUG 2017
... assessments when determining suitable investments for clients must think again, according to risk profiling specialists Oxford Risk. While risk tolerance tools are a great first step, more mind must be paid to how investments complement the client's ...

Oxford University assisting Aussie advisers

JAMIE WILLIAMSON  |  FRIDAY, 28 APR 2017
... profiling tool already adopted by advisers, investment firms and banks globally. Launched by Oxford University subsidiary Oxford Risk, the Oxford Risk Rating Online platform is designed by academics and finance industry professionals and uses the latest ...
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