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 - Wild Swings!

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…
FT Adviser Article Paul Denley

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 for clients' Click HERE to read the FT Adviser Article Next Article

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 interest rate hikes by central banks. Interest rates start to bite Typically, higher rates act as a headwind…

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 16th largest lender in the US, collapsed into administration.  In the UK, HSBC stepped in to rescue SVB's UK operation,…

B Corp Impact Report 2022

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

Market Update - Light at the end of the tunnel

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,…

Market Update - U-turn

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…

Market Update - A stormy week in UK markets

Investment Update - A stormy week in UK markets - 30th September 2022 A stormy week in UK financial markets What happened? Last Friday, Kwasi Kwarteng, the new Chancellor of the Exchequer, set out details of his mini budget.  Although…

Market Update - Taming Inflation

Investment Update - Taming Inflation - 1st September 2022 Economic and market overview At the start of the quarter, three elements continued to weigh on market sentiment; there was no indication that the war in Ukraine would end soon,…

Market Update - Inflation Overshoots

Investment Update - Inflation Overshoots - 20th May 2022 Overview The first quarter of 2022 was a volatile period for equity markets.  The ongoing conflict in Ukraine caused extreme uncertainty, although there was some relief toward the…