About us

Our Firm

The sole purpose of Oakham Wealth Management is to provide sustainable investment management services to private clients and professional clients. This purpose has remained true since the firm was established in 2004.

We are privileged to manage the wealth of clients across Europe and around the globe from offices in central London.

We provide responsible, sustainable investment management services to individual private clients, families, trusts and charities with portfolio sizes ranging between £500,000 and £20m. Model Portfolio Services are also provided to IFA professional clients, predominantly focused on environmental, social and governance (ESG) factors according to mandate.

As Discretionary Fund Manager (DFM), Oakham has engaged Mercer Investment Consultants as a strategic adviser for its Model Portfolio Service (MPS) designed for professional advisers. Mercer provides Oakham with advice on strategic asset allocation, dynamic investment market views, model portfolio construction and fund solutions.

Oakham Wealth Management is authorised and regulated by the Financial Conduct Authority (FCA number 431206) which means protections for private clients via the Financial Ombudsman Service (FOS) and the Financial Services Compensation Scheme (FSCS). Oakham’s LEI number is 213800SCOISDRMD2U213.

Our DNA

We believe all businesses, particularly those whose main assets are its people, have a specific and identifiable character. The following elements form the backbone of our business:

Owner managed: We turn up to business every day with the passion and attention to detail that only entrepreneurs have. The buck stops with us.
Longevity: The history of our core team within the firm is key. It has created an enduring long term investment strategy and built strong lasting client relationships.
Heritage: The experience of key members of the firm ensures that the investment strategy does not deviate and client service levels are maintained.
Focus: We only do one thing: the management of client wealth. We don’t need to compete against other departments or group companies for budget or management focus.
Sustainability: We focus on responsible, ethical investing according to principles of environmental, social and governance (ESG).
Bureaucracy: So many potentially good decisions are ruined by the time taken to implement them. We strive for minimal bureaucracy.
Fees: Our primary revenue stream, the annual management fee, fluctuates according to the value of the portfolio on which it is based. Our interests are therefore aligned with creating strong, sustainable, long term performance.

View our approach

Our services

Many of our clients are multi-millionaires or successful small corporates. However, others are tomorrow’s millionaires with more modest sums to invest today. With this in mind we have created three different investment services to meet our client’s needs.

View our services

Advisor

Our Advisor service is a global portfolio solution designed for IFAs and their clients wishing to access Oakham’s investment capability via its Managed Portfolio Service…. Find out more

Bespoke

The bespoke service is designed for the client seeking to appoint a professional investment manager on a discretionary… Find out more

TwentyFive

We also operate a limited edition service. Our TwentyFive service offers a maximum of twenty five families a highly flexible, attentive… Find out more

Our team

We have worked hard to construct a team where the whole is greater than the sum of the parts. See below the people who you are likely to have the most contact with in the investment management team and the client services team.

Paul Denley

Chief Executive

Paul is a founding director of Oakham. He brings 20 years investment and management experience to the firm having previously worked for Henderson, Berry Asset Management & Williams de Broe. A graduate in Applied Economics, Paul is a Fellow and Chartered Wealth Manager of the CISI, a member of CFA UK, and a member of the Society of Technical Analysts. He has specific interest in sustainable investing, investor psychology and behavioural finance. Paul is a member of the Company of Entrepreneurs, a Freeman of the City of London, and a Fellow of the RSA.

Holly Crookenden

Head of Relationship Management

Holly has a wide and varied knowledge of markets and economics and an excellent rapport with all our clients.

Holly graduated from Exeter University with a degree in Spanish with French and has passed various professional exams for the CISI. She leads the relationship management desk.

Richard Morrison

Director

Richard brings exceptional proprietary trading and fund management skills to the firm with 21 years’ experience in the city.

He started his career at Morgan Stanley after reading Mechanical Engineering at Imperial College, he then traded equities at First New York Securities and Aldersgate Investment Managers, where he specialised in merger arbitrage. Richard is a member of the CISI.

John Beaumont

Chairman

John, a former Professor of both Management and Information Systems, has been a successful businessman for over 30 years including roles: as an Executive Director of a FTSE100 company; a CEO of a LSE-listed company; a Managing Partner in a global management and technology consulting practice; and a Partner in a corporate finance boutique. John has held numerous Non-Executive roles, including the Office for National Statistics, several technology-based start-ups, and Novia Financial Plc, as well as the day-to-day lead responsibility in a successful LSE and NASDAQ $1billion flotation.

Jonty Stephenson

Client Portfolio Analyst

Jonty graduated from Bristol University with a degree in Economics, and has experience working in wealth management firms such as the Lincoln Private Investment Office and Henri James Wealth.

Ewan Mackay

Client Portfolio Assistant

Ewan graduated with a first in Management & Business from Royal Holloway and has experience in analytical and client facing roles at various institutions including Connor Broadly and Vistra UK.