Many of our clients are multi-millionaires or successful small corporates. However, others are tomorrow’s millionaires with more modest sums to invest today. With this in mind we have created three different investment services to meet our client’s needs.
Access is a global portfolio solution for clients wishing to access Oakham’s investment capability via its in-house collective funds.
These collective funds are blended according to risk profile, creating an efficient multi-asset solution.