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.
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:
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.
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
The bespoke service is designed for the client seeking to appoint a professional investment manager on a discretionary… Find out more
We also operate a limited edition service. Our TwentyFive service offers a maximum of twenty five families a highly flexible, attentive… Find out more