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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…

Market Update

Investment Update - 24th September 2021 Overview The pandemic caused a sharp downturn in 2020, but now the world is experiencing a somewhat unusual boom. Global economic growth has returned, and the initial market bounce, which was focused…

Market Update

Investment Update - 11th June 2021 What a difference a year makes.  2020 was a year of distortions in global markets, and wild swings in sentiment, from panic to euphoria.  In 2021, although many distortions persist, there are signs of a return…

Market Update

Investment Update - 24th February 2021 A year of extremes 2020 was a year of extremes, in markets, economics, and politics. The coronavirus rapidly evolved into a pandemic, which in turn caused a global economic crisis, and policymakers were…

Market Update

Investment Update - 6th November 2020 The global economy and markets Since our last update, it is fair to say that the investment environment has not changed significantly for the major economies and markets around the world.  Governments…

Market Update

Investment Update - 15th June 2020 The global economy Only a few months ago, the prospect of a global pandemic was not a serious threat, and the world had relatively little knowledge about coronavirus. Now, with immense global resources…

Market Update

Investment Update - 31st March 2020 The global economy From an economic perspective, the rapid spread of Covid-19 to all corners of the world has caused a sharp demand and supply shock to the global economy, and this will inevitably lead to…

Market Update

Investment Outlook - Fourth Quarter of 2019 Overview 2019 was a good year for investors. Stock markets in the advanced economies ended the year strongly, with emerging markets following behind. This was not expected at the beginning of…

Market Update

Investment Outlook - Third Quarter of 2019 Overview Global equity markets showed resilience despite a challenging third quarter, characterised by trade tensions, a spike in the oil price, ongoing concerns about slowing global growth, and of…

Market Update

Investment Outlook - Second Quarter of 2019 Overview Stock markets in the advanced economies gained in the last quarter, although there was a pullback in May due to concerns over the US-China trade tensions. Toward the end of the period, renewed…

Oakham's Managed Portfolio Service

Since inception in 2004, our single overriding focus has been the management of portfolios for private and professional clients. Managed Portfolio Service for IFAs Oakham’s Managed Portfolio Service (MPS) was built in conjunction with Mercer…