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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…
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…

Value Assessment Report

Value Assessment Report Introduction Under new Consumer Duty rules, the Financial Conduct Authority (FCA) now requires all wealth managers to complete an annual value assessment for each product and service that we manage. The value assessment…

Managed Portfolio Service - Target Market

Managed Portfolio Service - Target Market Introduction We manufacture and distribute a number of products and services. By considering the characteristics of the investment solution, this guide aims to demonstrate the Target Market that the…

B Corp Impact Report 2022

B Corp Impact Report for 2022 As a certified B Corporation, Oakham produces an annual impact report. The report for 2022 can be viewed here: Oakham Wealth Management Impact Report 2022   Next Article

Market Update - Light at the end of the tunnel

Investment Update - 17th February 2023 The fourth quarter offered some respite to global investors, as equity and fixed income markets partially recovered at the end of a very challenging year. There were indications that inflation had peaked,…

Responsible Investment Policy

Responsible Investment Policy Introduction At Oakham Wealth Management, we are committed to integrating responsible investment practices throughout our investment decision-making processes. We recognize that environmental, social, and governance…

Market Update - U-turn

Investment Update - 1st December 2022 So far, 2022 has been a difficult year for investors. Inflation and the impact of the war in Ukraine remain key concerns, and the need to raise interest rates at a time of slowing economic activity increases…

Market Update - A stormy week in UK markets

Investment Update - A stormy week in UK markets - 30th September 2022 A stormy week in UK financial markets What happened? Last Friday, Kwasi Kwarteng, the new Chancellor of the Exchequer, set out details of his mini budget.  Although…

Market Update - Taming Inflation

Investment Update - Taming Inflation - 1st September 2022 Economic and market overview At the start of the quarter, three elements continued to weigh on market sentiment; there was no indication that the war in Ukraine would end soon,…

Market Update - Inflation Overshoots

Investment Update - Inflation Overshoots - 20th May 2022 Overview The first quarter of 2022 was a volatile period for equity markets.  The ongoing conflict in Ukraine caused extreme uncertainty, although there was some relief toward the…