Intelligent asset management
for long term investors

Contact | 020 3405 2600 | Mayfair, London

London boutique wealth manager

GET IN CONTACT | 020 3405 2600 | LOCATION

Oakham Wealth Management is an established, independent boutique investment firm, founded in 2004. From our offices in Mayfair, London, we provide discretionary investment management and act as a wealth consultant to private and professional clients. Oakham Wealth is a certified B Corporation.

Our single overriding focus is the management of our clients’ assets. We construct global investment portfolios across a broad range of asset classes, targeting superior long-term, sustainable returns through disciplined asset allocation.

Ultimately, our top priority is to deliver the best possible service and sustainable investment performance to our clients.

The firm manages the DMS Stirling House Global fund range.

DMS Stirling House Balanced Fund
DMS Stirling House Growth Fund
DMS Stirling House Dynamic Fund

For more information please click here

The firm also manages the VT Avastra Global fund range. From December 2023, this has been using research, analytics and insights from Elston Consulting. The range consists of:

VT Avastra Global Equity
VT Avastra Global Fixed Income
VT Avastra Global Diversified Assets

For more information, please click here.

Oakham’s Managed Portfolio Service is available to professional advisors, acting as Discretionary Fund Manager (DFM) to manage model portfolios on the major platforms.

Where appropriate, portfolios can be managed according to principles of environmental, social and governance (ESG).

Oakham is a B Corp, a signatory of the Good Business Charter, and a supporter of the Better Business Act. We are also signatories to the UK Sustainable Investment & Finance Association (UKSIF), the Terra Carta, and the Living Wage Foundation. We endeavour to incorporate the UN SDGs into our corporate activities and operations, considering issues ranging from climate change to inequality. Our carbon footprint is measured by Carbon Analytics.

Oakham Wealth Management is authorised and regulated by the UK Financial Conduct Authority (FCA), with all the associated protections for private clients. The firm is registered in England and Wales with number 05281855.

Why Oakham is different

Good investment advice and fund management is surprisingly hard to find. As an independent investment manager, we focus our energy on the principles of long-term investing and asset allocation strategies known to achieve risk-adjusted returns over time.

Intelligent investing is not about the latest fad or short run trend. We are not day traders. Intuition and ‘gut feel’ have no place in a disciplined, sophisticated wealth management process. If an investment qualifies for inclusion in a portfolio, the aim should be to hold it for several years rather than months. In general, trading activity is kept to a minimum, supporting investment discipline and portfolio resilience through diversification.

Boutique benefits, institutional expertise

The benefits to your long term wealth of a well-constructed investment process cannot be over emphasised.

As a boutique investment manager, we combine the advantages of a personal, independent investment manager with an institutional level of sophistication. As a client, you can call a main board director at any time, to arrange something promptly, or simply for a chat.