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 with John Ventre and François Zagamé for their new venture KallCap Solutions, is set to rebrand to Oakham Wealth Management as it embarks on plans increase the number of partnerships and widen its distribution network.
The firm was set up in 2004, co-founded by current chief executive Paul Denley, and launched a range of UCITS OEICs in 2010.
It has since undergone a restructuring and now has ambitions of building more strategic partnerships to enhance its investment offering, increase its distribution network and rebrand its OEIC range.
To coincide with this, SCD has rebranded to Oakham Wealth Management as of today (15 December). Denley will continue to be chief executive while Richard Morrison, who has been a portfolio manager with the firm since 2010, will continue to lead the investment process with Denley. In addition, Zagamé and Ventre will join the investment committee.
Investment Week revealed in November SCD had entered a strategic partnership with the former Old Mutual Global Investors multi-asset managers to set up KallCap Solutions, while Zagamé has become co-manager of the SCD funds – the IM SCDavies Global Equity, Global Fixed Income and Global Alternatives funds – which have around £20m in AUM.
Commenting on the rebrand Denley said: “I am delighted with the new brand. Oakham is well positioned to service the needs of private and professional clients and employ enhanced resources via our new strategic partners.
“The industry has evolved significantly since we launched almost 15 years ago, and this marks the beginning of a new exciting chapter.
“In an industry that is consolidating aggressively, we are committed to remaining independent. I am convinced that a significant number of private and professional clients will continue to prefer dealing with a smart boutique firm than a large institution. One way to grow and expand without compromising these principles is to find talented partners who share our investment ethos, ethics and vision.”
“It is worth emphasising that in rebranding from SCD&Co to Oakham, the firm remains an independent owner-managed boutique, with all the benefits that brings, such as client focus and low levels of bureaucracy. The new strategic partnerships will allow us to broaden our network and reach new clients, but it does not change our focus or modus operandi. Our private client relationships remain our core business as they have done since the firm was launched in 2004.”
OEIC links:
http://www.fundpartners.co.uk/fund/sc-davies-co-ltd/
http://www.morningstar.co.uk/uk/funds/snapshot/snapshot.aspx?id=F00000LWJ4
https://www.trustnet.com/factsheets/o/m1p0/fp-scdavies-global-equity-acc-gbp
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