Oxford Risk

📽️ Watch our webinar now, Retirement Advice - A Human Approach, where Oxford Risk's Head of Product, Alex Chase applies a behavioural lens to the challenge of providing an income in retirement - https://lnkd.in/epQtuJZa #Retirement #BehaviouralFinance #FinancialPlanning #FinancialAdvice #WealthManagement #WealthTech #FinTech #RetirementPlanning

Thanks to everyone who attended the Global WealthTech Summit in London yesterday. Greg Davies' keynote session and panel received some fantastic feedback and engagement from industry leaders across wealth management, banking, and finance. We're really looking forward to continuing the conversations. #BehaviouralFinance #WealthTech #Finance #FinTech #FinancialAdvice #FinancialPlanning #WealthManagement #GWTS24

We continue to hear lots of questions from clients and partners about whether there is a difference between Risk Capacity and Capacity for Loss. In one of our most recent blogs, we look at the differences, and why it matters - https://lnkd.in/eawUizgb #BehaviouralFinance #FinancialPlanning #FinancialAdvice #WealthManagement

Kicking off the Global WealthTech Summit in London today. Oxford Risk’s Greg Davies will be taking to the stage at 11.45am, followed closely with a panel at 2.00pm. Really looking forward to a productive day with some excellent speakers and great conversations. #WealthTech #FinTech #WealthManagement #FinancialAdvice #FinancialPlanning

Tomorrow, Oxford Risk's Head of Behavioural Finance, Greg Davies will be presenting live at the Global WealthTech Summit in London at 11.45am. Greg is also moderating a panel at 2.00pm on improving communication between advisers and their clients. Find out more here - https://lnkd.in/ekgR8A_x #BehaviouralFinance #WealthManagement #FinancialAdvice #FinancialPlanning #DigitalAdvice #DigitalTransformation #FinTech #WealthTech

🏆 For the third year running, Oxford Risk is thrilled to announce its inclusion on the ESG FinTech100 list. Find out how we're helping firms meet their regulatory requirements, enhance investor engagement, and increase assets under management - https://lnkd.in/eSyrRHhB #ESG #WealthTech #FinTech #FinancialPlanning #FinancialAdvice #WealthManagement #ESGFinTech #BehaviouralFinance

There's still time to register for tomorrow's retirement advice webinar at 11am GMT, where Oxford Risk's Dr Alex Chase will be applying a behavioural lens to the challenges around providing an income for retirement - https://lnkd.in/eTfDxSsm #BehaviouralFinance #FinancialAdvice #FinancialPlanning #WealthManagement #RetirementPlanning #RetirementAdvice

In addition to his keynote at the upcoming Global WealthTech Summit on 6th November, Oxford Risk's Head of Behavioural Finance, Greg Davies will be moderating a panel at 2.00pm on improving communication between wealth managers and clients, featuring Elliott O'Brien, Zy Wernham CFA, and Alex Taylor Noble. Find out more here - https://lnkd.in/eNcSvhAY #BehaviouralFinance #WealthManagement #FinancialAdvice #FinancialPlanning #DigitalAdvice #DigitalTransformation #FinTech #WealthTech

How should risk tolerance assessments differ between accumulation and decumulation? Find out here - https://lnkd.in/eqcwGR6Z #BehaviouralFinance #FinancialPlanning #FinancialAdvice #WealthManagement #RetirementPlanning #RetirementAdvice #Decumulation #Retirement

We're proud to offer a range of risk-mapped MPS from Brooks Macdonald. Discover these funds and more using our new fund search widget - https://lnkd.in/eHaKB_xG #BehaviouralFinance #RiskMapping #RiskRating #FinancialPlanning #FinancialAdvice #WealthManagement