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…

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,…
Outlook 2018 Oakham

Investment outlook

Investment Outlook 2017 was another year of political shenanigans, from the ill-advised UK election, continued uncertainty related to Brexit, and Trump’s squabbles with almost everyone (both sides of Congress, North Korea, and others). These…
Diageo Citywire Oakham

Press Article - Citywire Wealth Manager

Wealth Managers reveal their top stock picks By Eleanor Mahmoud, Citywire Wealth Manager, 26 January 2018 DIAGEO (DGE.L)  'We invest primarily in funds, but one stock I would highlight is Diageo.  The shares cannot be considered cheap…
Inside the Church - Oakham Boutique London

Press Article - Investment Week

SCD rebrands to Oakham Wealth Management amid plans to widen distribution Strategic partnership with Ventre and Zagame Natalie Kenway 15th December 2017 SCD&Co, the wealth management business that has set up a strategic partnership…
Post Reasons to be Cheerful - Oakham wealth

Reasons to be cheerful

We are not in the habit of being irrationally optimistic, or bullish, given the unpredictable nature of investing and the world in general.  However, despite the relatively chaotic political backdrop which the west has experienced over the…
Post UK Politics and Other Distractions - Oakham

UK politics & other distractions

Over the last 12 months, political events around the globe have certainly given us all plenty to think about. The UK election was triggered, supposedly, to encourage stability and promote certainty, but evidently the very opposite outcome…
Trumpageddon - Oakham Wealth

Investment outlook

2016, a year of surprises 2016 was a year of political change and uncertainty. The UK's decision to leave the European Union and the US election of Donald Trump were certainly unexpected events, but it was perhaps more surprising that equity…
Trumpageddon - Oakham Wealth

Trumpageddon, or just more theatrics in US politics?

Well, it happened… It is fair to say that most of the world is in a state of disbelief today. It would be comical if Donald Trump’s victory wasn’t such a surprising indictment of the state of US politics. 24 hours ago it was expected…
Brexit - Oakham Wealth Management

Brexit: Politics & uncertainty

After significant political fallout and numerous high profile resignations on both sides of the House, we now know that the next Prime Minister will be one of two people. Theresa May, who was broadly in favour of Remain, is currently most likely…