Intelligent asset management
for long term investors

Contact | 020 3405 2600 | Mayfair, London

London boutique wealth manager

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.

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 FP SCDavies Global fund range, incorporating equity, fixed income, and alternatives strategies.

Ultimately, our top priority is to deliver the best possible service and 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.

Why Oakham is different

Good investment advice and fund management is surprisingly hard to find. We focus our energy on the principles of 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.

Boutique benefits, institutional expertise

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

We combine the advantages of a boutique wealth management firm 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.

Oakham has engaged Mercer Investment Consultants as a strategic adviser to support its investment research and portfolio construction functions. Mercer provides Oakham with advice on strategic asset allocation, dynamic investment market views, model portfolio construction and fund solutions.

Mercer is a global leader in independent investment consulting, due diligence and investment solutions. Mercer provides tailored investment advice to all types of asset owners to support them in meeting their investment goals within an agreed risk framework.

Mercer’s independence means that they can support the implementation of this advice through best in class managers while their scale (over US$10trn of assets under advisement and US$250bn under implementation) means they are well placed to support Oakham in achieving fee savings for clients.

Intelligent asset management for long term investors

London boutique wealth manager

Why Oakham is different

Boutique benefits, institutional expertise

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Intelligent asset management
for long term investors