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.
As Discretionary Fund Manager (DFM), Oakham has worked with Mercer Investment Consultants as a strategic adviser for its Model Portfolio Service (MPS) designed for professional advisers. Mercer helped build Oakham’s 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.