Services

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.

Advisor

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.

Bespoke

The bespoke service is designed for clients seeking to appoint a professional investment manager on a discretionary basis. The service includes:

A portfolio designed for the client’s risk profile and specific objectives.
Direct access by phone or email to the team of client portfolio managers.
A minimum of one face to face review meeting per year at our London offices.
Secure online access to portfolio valuations.
Responsible, sustainable portfolios are available in order to achieve an ethical approach addressing issues such as climate change and inequality.
Entry level of £300,000 or currency equivalent.

TwentyFive

We also operate a limited edition service called TwentyFive. This is an enhanced proposition to a limited number of families who may need a highly flexible, attentive investment service with additional benefits.

A portfolio specifically designed for the risk profile and objectives of the family, which is able to flex according to evolving needs.
Direct access by phone or email to a portfolio manager who is also a main board director of the firm.

A minimum of four face to face review meetings per year at a location to suit the family.
Secure online access to portfolio valuations.
Bespoke fee arrangements according to the family’s requirements.
Access to a network of professional advisers with initial advice provided free.
Access to impact investments and alternative investments.
Review of investment ideas on a case by case basis.

Contact Us

To arrange a complimentary review of your portfolio or simply for an initial chat, please feel free to get in touch. ›