Posts
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…
Spear's500 - Oakham Wealth
Spears Review - 8th April 2024
Paul Denley, co-founder and CEO at Oakham Wealth Management in London, is more focused on maintaining close relationships with his clients than attracting new ones.
Click HERE to read the Spear's LinkedIn post
Click…
Market Update - Wild Swings!
Investment Update - 1st November 2023
Market Overview
Global equity markets experienced wild swings in the third quarter of 2023. Having started the quarter optimistically, global investors increasingly focused on the challenging outlook…
FT Adviser Article - Oakham Wealth
FT Adviser Article - 20th October 2023
'Having learnt all about ESG I'm a little uneasy about going full on for clients'
Click HERE to read the FT Adviser Article
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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 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…
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,…
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…