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 […]
B Corp Impact Report for 2022 As a certified B Corporation, Oakham produces an annual impact report. The report for 2022 can be viewed here: Oakham Wealth Management Impact Report 2022 Next Article
Investment Update – 17th February 2023 The fourth quarter offered some respite to global investors, as equity and fixed income markets partially recovered at the end of a very challenging year. There were indications that inflation had peaked, enabling central banks in the major economies to consider slowing the pace of interest rate rises. Earlier […]
Responsible Investment Policy Introduction At Oakham Wealth Management, we are committed to integrating responsible investment practices throughout our investment decision-making processes. We recognize that environmental, social, and governance (ESG) factors can significantly impact investment outcomes and believe that responsible investing is not only a fiduciary duty but also crucial for long-term sustainable growth. This policy […]
Investment Update – 1st December 2022 So far, 2022 has been a difficult year for investors. Inflation and the impact of the war in Ukraine remain key concerns, and the need to raise interest rates at a time of slowing economic activity increases the likelihood of a global recession. The outlook for financial markets deteriorated […]
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