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.
Our Advisor service is a global portfolio solution designed for IFAs and their clients wishing to access Oakham’s investment capability via its Managed Portfolio Service. The MPS has been developed to incorporate environmental, social, and governance (ESG) factors according to growing client demand.
Oakham has engaged Mercer Investment Consultants as a strategic adviser to support its investment research and portfolio construction functions. Mercer provide 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 provide 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.
Oakham’s Advisor service is available on the major platforms including Ascentric, Standard Life, Transact, Novia, Nucleus, and Fidelity FundsNetwork.
The bespoke service is designed for clients seeking to appoint a professional investment manager on a discretionary basis. The service includes:
To arrange a complimentary review of your portfolio or simply for an initial chat, please feel free to get in touch. ›
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