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Showing 1 - 9 of 9 results for "Oxford Risk"

Ditch cash, curb emotionally led investing: Expert

KARREN VERGARA | FRIDAY, 21 NOV 2025

... Advice Association Australia (FAAA) Congress in Perth this week, Greg B. Davies, the head of behavioural finance at Oxford Risk, said reluctance is a major factor behind people's decisions to remain idle in cash. "All around the world we see people ...

Investor education combats emotions: Experts

ANDREW MCKEAN | TUESDAY, 11 APR 2023

... them towards a secure retirement, super funds must make it a priority to promote financial literacy and education. Oxford Risk head of behavioural finance Greg Davies believes a great first step for funds could be to provide members with tools to measure ...

Wealth managers bracing for compensation claims

CASSANDRA BALDINI | WEDNESDAY, 15 MAR 2023

... over failure to understand risk suitability and will lead to tougher regulation, research suggests. New research from Oxford Risk revealed 58% of wealth managers, who collectively manage assets of around $232 billion, believe there will be pressure on ...

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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BT appoints new head of strategy

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ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

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