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Friday, March 13, 2026
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James Pereira-Stubbs Reveals What Being A Financial Advisor Is Really Like

During Money20/20 Europe at the RAI in Amsterdam, James Pereira-Stubbs, Chief Client Officer at Oxford Risk, joined us at the FF Salon to discuss points of interest concerning his involvement in the finance industry.

Oxford Risk is a renowned behavioural finance firm that leverages data and insights to help organisations make informed decisions and manage risk effectively. Their expertise lies in developing innovative tools and strategies to enhance financial decision-making processes.

James has an abundance of knowledge to share in regards to financial advisory, which has accumulated from his varied experience within the financial industry. He provides worthwhile insights into the topic as a whole, allowing a much more advanced understanding of his field of work.

“Every economics class I ever sat in started off with ‘man is rational’ … We’re very logical, we make decisions, and actually, when you look at everybody, we’re all very emotional. The decisions we make are based on our personality. We help banks understand that so that they can serve their clients better.”

“There are a lot of investors who cannot afford a financial advisor. And for them, how do you understand that person? How do you tailor things to them?”

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  1. Worldline and ABN AMRO Extend Partnership to Support Payment Services in the Dutch Market Read more
  2. RateGain and Juspay Partner to Power ‘RG Pay,’ a High-Performance Financial Technology Platform for the Global Travel and Hospitality Industry Read more
  3. Travel Providers to Accept UnionPay Cards for Both Direct e-Commerce Bookings and Indirect Sales via Amadeus Travel Platform Read more
  4. Creditinfo Brings Global Fraud and Identity Solution to Uganda to Strengthen AML and Financial Crime Defences Read more
  5. BVI Financial Services Conference Examines Global Financial Crime Risks and Reaffirms BVI’s Commitment to Integrity Read more
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