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 - 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,…
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…
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…
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…
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…