True Potential Wealth Management, one of the UK’s leading wealth managers, has announced a strategic partnership with behavioural risk suitability fintech, Oxford Risk.
The partnership will see True Potential Wealth Management, part of the True Potential Group, roll out Oxford Risk’s Investor Compass technology across its national advice firm, supporting more than 1,200 financial advisers and over 200,000 clients nationwide.
Investor Compass enables advisers and clients to complete a robust, repeatable investment risk suitability assessment in as little as two minutes, enhancing the client experience while maintaining the highest professional standards. Built on advanced behavioural finance theory, the technology goes beyond traditional risk profiling, analysing up to 20 behavioural dimensions, such as Composure, Confidence and Impulsivity.
By providing the deepest possible insight into an investor’s behavioural drivers and financial personality, Investor Compass supports more meaningful adviser-client conversations, stronger engagement and better-aligned long-term investment outcomes.
The partnership with Oxford Risk enhances True Potential’s market-leading proprietary technology by integrating advanced behavioural risk tolerance analytics directly into the advice process. Building on True Potential’s continued investment in meaningful innovation and technology, this collaboration supports the delivery of more consistent, high-quality advice and improved client experiences across its national advice firm, demonstrating a strong commitment to innovation, client outcomes, and robust risk suitability.
True Potential Chief Client Officer, Jamie Sexton, made the announcement at the annual conference, and had this to say on the partnership,
"An integral part of True Potential’s vision is to offer best-in-class technology to better support our advisers and our clients. Partnering with Oxford Risk to deploy their Investor Compass solution strengthens our ability to deliver more personalised, insight-driven advice. We recognise that assessing risk tolerance is only one part of the solution, so we’re moving beyond a standardised attitude to risk questionnaire to give our advisers and clients a more holistic view of suitability. The ease with which clients can complete the questionnaire and understand the process is especially appealing, and the outputs empower our financial advisers to better serve their clients.”
James Pereira-Stubbs, Chief Client Officer, Oxford Risk Commented:
"We are delighted to provide the most holistic and robust investor suitability solution to True Potential to improve their client experience, support better adviser-client conversations, and build the foundations for personalised behavioural engagement. True Potential set the bar really high, and it's our privilege to serve them.”
Discover how other clients are working with Oxford Risk by clicking here to download our Guide to Behavioural Personalisation in Action.
