Spears Review – 8th April 2024 Paul Denley, co-founder and CEO at Oakham Wealth Management in London, is more focused on maintaining close relationships with his clients than attracting new ones. Click HERE to read the Spear’s LinkedIn post Click HERE to read the Spear’s500 Review Next Article
Investment Update – 1st November 2023 Market Overview Global equity markets experienced wild swings in the third quarter of 2023. Having started the quarter optimistically, global investors increasingly focused on the challenging outlook for inflation, economic growth, and the growing expectation that interest rates will remain higher for a longer period than previously expected. It […]
FT Adviser Article – 20th October 2023 ‘Having learnt all about ESG I’m a little uneasy about going full on for clients’ Click HERE to read the FT Adviser Article Next Article
Investment Update – 4th August 2023 Market Overview In the second quarter of 2023 equity markets rose strongly despite aggressive interest rate hikes by central banks. Interest rates start to bite Typically, higher rates act as a headwind to equity investments. This is partly because the return on cash becomes more attractive, but also because […]
Find a wealth manager to suit your needs Before starting the process to find a suitable wealth manager, it may be wise to consider the main reasons why you need an investment professional to manage your portfolio. Potential answers could be: – You are generally busy or would prefer to spend your time on […]
Glossary of Terms The world of finance tends to involve a lot of jargon, and this is true even at the more personal end of the industry – private client wealth management. Jargon is perhaps more of a problem in private clients than in other areas (such as corporate finance) because of the distinct information […]
Investment Update – 26th May 2023 Market Overview Banks back in the spotlight In January, Silicon Valley Bank (SVB), the 16th largest lender in the US, collapsed into administration. In the UK, HSBC stepped in to rescue SVB’s UK operation, a key lender for technology start-ups in Britain. The rest of SVB was ultimately acquired […]
Resources: Links related to the industry, investment and economics. This section will evolve and grow over time and can be used in conjunction with the article on how to find a wealth manager. Oakham YouTube Channel: YouTube Easy read books on Long term investing: The Little Book That Still Beats the Market by Joel […]
Value Assessment Report Introduction Under new Consumer Duty rules, the Financial Conduct Authority (FCA) now requires all wealth managers to complete an annual value assessment for each product and service that we manage. The value assessment process is an important part of Consumer Duty and a commitment that we take very seriously as part of […]
Managed Portfolio Service – Target Market Introduction We manufacture and distribute a number of products and services. By considering the characteristics of the investment solution, this guide aims to demonstrate the Target Market that the product or service has been deemed potentially suitable (and unsuitable) for. This information is intended to aid professional advisers in […]
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