
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…

Useful Videos
Resources: Videos related to the industry, investment and economics.
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Why Behavioural Psychology is Important in Investing:
Sir John Templeton stated that "It is impossible…

Jargon Buster
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…

Useful Links
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
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