News & Updates

What makes an investment selection suitable? There is a near-unanimous understanding, among regulators, advisers, and the subset of investors engaged enough to listen to either of them, that it’s about matching the investment risk someone is both willing and able to take with the risk being taken.

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Oxford Risk analysis of more than 87,000 investors finds 55% have a higher Suitable Risk Level than their Attitude to Risk alone would indicate, exposing a critical blind spot in wealth management suitability.

Leading behavioural finance firm, Oxford Risk, and Standard Life, a retirement specialist focused entirely on retirement savings and income, today publish a joint white paper titled, Beyond Risk: Matching Solutions to People.

How process-driven suitability frameworks can undermine client outcomes – and what future-proof design requires.

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.