Resources

Videos on Investment

Useful Videos

Resources: Videos related to the industry, investment and economics. See more interesting videos on Oakham's YouTube Channel: YouTube Why Behavioural Psychology is Important in Investing: Sir John Templeton stated that "It is impossible…
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…
Jargon and Mumbo Jumbo in Wealth Management

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…
Finding Wealth Manager Resources

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   Easy…