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For Professional Advisers only
Greg is a specialist in applied behavioural finance, decision science, impact investing, and financial wellbeing. He started the banking world’s first behavioural finance team at Barclays in 2006, which he led for a decade. In 2017 he joined Oxford Risk to lead the development of behavioural decision support software to help people make the best possible financial decisions. Greg holds a PhD in Behavioural Decision Theory from Cambridge; has held academic affiliations at UCL, Imperial College, and Oxford; and is author of Behavioural Investment Management. Greg is also Chair of Sound and Music, the UK’s national charity for new music, and the creator of Open Outcry, a ‘reality opera’ premiered in London in 2012, creating live performance from a functioning trading floor.
By Greg B Davies, PhD - Head of Behavioural Science, Oxford Risk
Embark Adviser newsletter, Managing risk
Sep 29, 2020
What makes an investment selection suitable? Advisers and regulators agree that it’s about matching the risk an investor is both willing and able to take with that actually being taken. This is part two of the series.
Read moreBy Greg B Davies, PhD - Head of Behavioural Science, Oxford Risk
Aug 11, 2020
Quantum investing: the observation of an investment journey changes its nature... When is the same investment return not the same investment return?
Read moreBy Greg B Davies, PhD - Head of Behavioural Science, Oxford Risk
Apr 07, 2020
Finding the right words in a crisis is never easy. However, when it comes to knowing what to say and how to say it – to yourself or others – one cure does not always fit all. Every client experiences anxiety in different ways, and so it’s up to advisers to find personalised ways of helping them cope.
Read moreBy Greg B Davies, PhD - Head of Behavioural Science, Oxford Risk
Feb 12, 2020
There are two sides to any set of laws: the words themselves, and the intentions behind them. Overlooking the latter risks compromising client outcomes. Despite best intentions, establishing client confidence and compliance is about more than a letter-of-the-law approach.
Read more