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.
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 ‘value’ 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 has recently extended its Managed Portfolio Service 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 supporter of the Better Business Act, the Terra Carta, the B Corp movement, the UK Sustainable Investment & Finance Association (UKSIF), the Net Zero Asset Managers Initiative and the Living Wage Foundation. We endevour 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.