News & Updates

UK behavioural finance specialists, Oxford Risk have been awarded Best Supplier for Portfolio Management Technology at the PWM Wealth Tech Awards 2026 in Singapore.

If someone is ‘invested in line with their Risk Tolerance’ as it’s typically understood when Risk Tolerance is loosely used as a proxy for overall suitability, there’s a high chance they’re taking an unsuitably low level of investment risk.

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 complementary responsibilities of advisers and their tech in an increasingly automated advisory landscape.

Goals-based investing is unnecessarily expensive, inflexible, and psychologically short-sighted.

Oxford Risk is proud to announce that it has been awarded the ‘How to leverage AI to help relationship managers in wealth management’ award at the Singapore FinTech Festival 2025.

The largest transfer of wealth in human history is underway. Over the coming decades, trillions in assets will pass to younger generations in what’s been dubbed the Great Wealth Transfer.

Oxford Risk has once again proven its value to the financial advice community, earning high praise in the latest NextWealth Adviser Reviews Report 2025.

Join Oxford Risk at one of five retirement workshops in London, Birmingham, Bristol, Manchester, or Leeds, this November.

There are good reasons to be optimistic that Targeted Support will effectively serve those with enough assets or complexity to benefit from financial advice, but not enough to make traditional advice economically viable.