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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…
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…
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…
Inside the Church - Oakham Boutique London

Press Article - Investment Week

SCD rebrands to Oakham Wealth Management amid plans to widen distribution Strategic partnership with Ventre and Zagame Natalie Kenway 15th December 2017 SCD&Co, the wealth management business that has set up a strategic partnership…
Post UK Politics and Other Distractions - Oakham

UK politics & other distractions

Over the last 12 months, political events around the globe have certainly given us all plenty to think about. The UK election was triggered, supposedly, to encourage stability and promote certainty, but evidently the very opposite outcome…
Trumpageddon - Oakham Wealth

Investment outlook

2016, a year of surprises 2016 was a year of political change and uncertainty. The UK's decision to leave the European Union and the US election of Donald Trump were certainly unexpected events, but it was perhaps more surprising that equity…
Trumpageddon - Oakham Wealth

Trumpageddon, or just more theatrics in US politics?

Well, it happened… It is fair to say that most of the world is in a state of disbelief today. It would be comical if Donald Trump’s victory wasn’t such a surprising indictment of the state of US politics. 24 hours ago it was expected…
Brexit - Oakham Wealth Management

Brexit: Politics & uncertainty

After significant political fallout and numerous high profile resignations on both sides of the House, we now know that the next Prime Minister will be one of two people. Theresa May, who was broadly in favour of Remain, is currently most likely…
UK vote to leave - Oakham wealth Management

The UK vote to leave the EU

No need to panic: As ever, markets don’t like uncertainty. However, they have not moved excessively or unreasonably today. While the betting odds have, for several months, suggested strongly that the UK would vote to Remain, the narrow…