London boutique wealth manager
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Oakham Wealth Management is an established, boutique investment firm, founded in 2004. From our offices in Mayfair, London, we manage portfolios for private and professional clients. Oakham is a certified B Corporation.
Our single overriding focus is the management of our clients’ assets. We invest across the globe via a broad range of asset classes, according to the principles of ‘quality’ investing. The target is superior long-term, sustainable, investment returns. Oakham has worked with Asset Risk Consultants and Mercer Investment Consultants as strategic advisers for asset allocation and portfolio construction.
Our portfolios are responsible and sustainable, adhering to principles of environmental, social and governance (ESG). Oakham are signatories to the UN PRI – Principles of Responsible Investment.
Oakham’s Managed Portfolio Service is available to professional advisors, acting as Discretionary Fund Manager (DFM) to manage model portfolios on the major platforms with the investment strategy designed by Mercer. Since 2010, the firm has managed the VT Avastra Global fund range, incorporating equity, fixed income, and alternatives strategies.
Ultimately, our top priority is to deliver the best possible service and sustainable investment performance to our clients.
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.
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 Net Zero Asset Managers Initiative, the Finance For Biodiversity Foundation, the Terra Carta, and the Living Wage Foundation. We endeavour to incorporate the UN SDGs into our investment strategy but also our corporate activities and operations, considering issues ranging from climate change to inequality.
Our carbon footprint is measured by Carbon Analytics.
Why Oakham is different
Good investment advice and fund management is surprisingly hard to find. We focus our energy on the principles of sustainable investing, and investment strategies that are known to achieve success in the long term.
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 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 should be kept to a minimum.