How to find a wealth manager
Find a wealth manager to suit your needs Before starting the process to find a suitable wealth manager, it…
Spear’s500 – Oakham Wealth
Spears Review - 8th April 2024 Paul Denley, co-founder and CEO at Oakham Wealth Management in London, is more focused…
Market Update – Wild Swings!
Investment Update - 1st November 2023 Market Overview Global equity markets experienced wild swings in the third quarter of 2023.…
FT Adviser Article – Oakham Wealth
FT Adviser Article - 20th October 2023 'Having learnt all about ESG I'm a little uneasy about going full on…
Market Update – Interest Rates Start To Bite
Investment Update - 4th August 2023 Market Overview In the second quarter of 2023 equity markets rose strongly despite aggressive…
Jargon Buster
Glossary of Terms The world of finance tends to involve a lot of jargon, and this is true even at…
Market Update – Banks In the Spotlight
Investment Update - 26th May 2023 Market Overview Banks back in the spotlight In January, Silicon Valley Bank (SVB), the…
Useful Links
Resources: Links related to the industry, investment and economics. This section will evolve and grow over time and can be…
Value Assessment Report
Value Assessment Report Introduction Under new Consumer Duty rules, the Financial Conduct Authority (FCA) now requires all wealth managers to…
Managed Portfolio Service – Target Market
Managed Portfolio Service - Target Market Introduction We manufacture and distribute a number of products and services. By considering the…