find a wealth manager

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 may be wise to consider the main reasons why you need an investment professional to manage your portfolio. Potential answers…

Market Update

Investment Outlook - Third Quarter of 2019 Overview Global equity markets showed resilience despite a challenging third quarter, characterised by trade tensions, a spike in the oil price, ongoing concerns about slowing global growth, and of…

Market Update

Investment Outlook - Second Quarter of 2019 Overview Stock markets in the advanced economies gained in the last quarter, although there was a pullback in May due to concerns over the US-China trade tensions. Toward the end of the period, renewed…

Oakham's Managed Portfolio Service

Since inception in 2004, our single overriding focus has been the management of portfolios for private and professional clients. Managed Portfolio Service for IFAs Oakham’s Managed Portfolio Service (MPS) was built in conjunction with Mercer…

Market Update

Investment Outlook - First Quarter of 2019 Overview Equity markets rebounded strongly in the first quarter of 2019, following the weak end to 2018. Concerns over US-China trade tensions eased and central banks became more supportive. Government…

Market Update

Investment Outlook - Fourth Quarter of 2018 2018 presented a tricky, volatile environment for investors, and most asset classes fell in the year. The FTSE All-Share retreated almost 13%. Sentiment regarding the global economy and stock markets…

Market Update

Investment Outlook - Third Quarter of 2018 The equity market fell sharply in October, almost revisiting the lows seen in March. Although the FTSE reached an all-time high in May, the index has since pulled back by 10%. This once again raises…

Sponsoring Louise Cook

Oakham to sponsor Louise Cook for the World Rally Championship 2018! We are extremely proud to sponsor Louise in her efforts to win the World Rally Championship in 2018.  Louise has battled relentlessly to finance her racing career, even…

Market Update

Investment Outlook - First Quarter of 2018 After peaking in January, equity markets fell and became more volatile in the first quarter of 2018. The fall in markets can be attributed to three main areas of concern; the tech industry, trade protectionism,…

Press Article - Citywire Wealth Manager

Why this boutique rejected purchased growth for partnerships By Selin Bucak, Citywire Wealth Manager, 26 April 2018 Is it better to ‘take the quantum leap’ to buy a business or focus on building it organically, one step at a time? This…

Market Update

Turbulence Returns Equity markets have been far too well behaved over the last few years, and it was only a matter of time before waves of turbulence returned to the mill pond.  As usual, the media is buzzing with explanations of the pullback,…