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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…
FT Adviser Article Paul Denley

FT Adviser Article - Oakham Wealth

FT Adviser Article - 9th August 2023 "Number of clients forgetting inflation 'surprising', say advisers" Click HERE to read the FT Adviser Article Next Article

Market Update - Interest Rates Start To Bite

Investment Update - 4th August 2023 Market Overview In the second quarter of 2023 equity markets rose strongly despite aggressive interest rate hikes by central banks. Interest rates start to bite Typically, higher rates act as a headwind…
Jargon and Mumbo Jumbo in Wealth Management

Jargon Buster

Glossary of Terms The world of finance tends to involve a lot of jargon, and this is true even at the more personal end of the industry - private client wealth management. Jargon is perhaps more of a problem in private clients than in other…
Offices - boutique Oakham london

Market Update - Banks In the Spotlight

Investment Update - 26th May 2023 Market Overview Banks back in the spotlight In January, Silicon Valley Bank (SVB), the 16th largest lender in the US, collapsed into administration.  In the UK, HSBC stepped in to rescue SVB's UK operation,…
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…

Fortune Article

14th March 2023 'It’s time to set your ‘financial boundaries’: Here’s how to say no to expensive invites and loan requests from friends' Click HERE to read the Fortune Article Next Article

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