Our Firm
The sole purpose of Oakham Wealth Management is to provide 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 also act as a wealth consultant to individuals and entities.
We provide responsible 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, with a focus on environmental, social and governance (ESG) factors if required, according to mandate.
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.
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.
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