News & Updates

In giving financial advice, there’s a lot you must communicate to your clients. Doing this in a compliant way used to be relatively straightforward: write what the legislation told you to, send it, and put a copy in the right file. Under the FCA Consumer Duty, things are a bit different.

There’s something different about the FCA Consumer Duty – a quality we haven’t seen in previous directives from the Financial Conduct Authority. As systematic as the guidelines may be, there’s one theme running throughout and that is a thematic insistence on empathy.

Oxford Risk is proud to be leading the way in the field of data and analysis to support and understand investor behaviour and preferences around sustainable investing and ESG.

Oxford Risk is proud to announce that they have been listed on the newest edition of the WealthTech100 list for 2023. Read the response from Oxford Risk's Chief Client Officer, James Pereira-Stubbs.

Talking about emotions or personalities probably isn’t something your clients expect to do when they visit you for wealth advice. Yet investing is emotional – it’s about hope, and fear, just as much as it is about cold hard figures and in-depth planning.