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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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