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 Investment Consultants to provide our existing IFA partners with an unrivalled investment proposition. Our professional advisors have enjoyed being able to focus on service to their clients, safe in the knowledge that they have a highly sophisticated, robustly compliant, and extremely cost effective investment solution in place.

Now that the Discretionary Fund Management (DFM) service is firmly established, we are in a position to extend the provision to other professional advisors seeking a first class solution for their clients. As a boutique, we are proud of the service we provide and are therefore keen to onboard new IFAs with care and diligence. Therefore we are likely to form a limited number of new partnerships, depending on size and complexity, in order to maintain service levels.

The strategic asset allocation strategy can be fulfilled with active funds or passive instruments, giving advisors the flexibility to tailor the provision to their clients’ needs. If active funds are required, Mercer provides Oakham with privileged access to white labelled segregated mandates constituting best in class managers at preferential fee rates.

The service is available on major platforms including Ascentric, Standard Life, Transact, Novia, Nucleus, and Fidelity FundsNetwork.

More about Oakham & Mercer

Oakham engaged Mercer Investment Consultants as a strategic adviser to support its investment research and portfolio construction functions. Mercer provides Oakham with advice on strategic asset allocation, dynamic investment market views, model portfolio construction and fund solutions.

Mercer is a global leader in independent investment consulting, due diligence and investment solutions. Mercer provides tailored investment advice to all types of asset owners to support them in meeting their investment goals within an agreed risk framework.

Mercer’s independence means that they can support the implementation of this advice through best in class managers while their scale (over US$10trn of assets under advisement and US$250bn under implementation) means they are well placed to support Oakham in achieving fee savings for clients.

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