Professional Adviser
14th September 2026
‘Advisers and ETFs – are attitudes and portfolios changing?’
– Paul Denley, CEO at London-based Oakham Wealth Management, said for him ETFs are “increasingly useful as tools for expressing investment views rather than simply accessing cheap beta”. “Our portfolios are asset allocation led and globally diversified, and ETFs help us implement targeted decisions precisely and at low cost,” he added. Index concentration is a good example, said Denley. With a handful of tech mega caps dominating the S&P 500, an equal weight S&P 500 ETF provides his clients with broad US equity exposure without overexposure to the largest stocks.
