Posts

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 - Here comes the sun

Investment Update - 1st May 2024 Market Overview Global stock markets performed well in the first quarter of 2024, supported by a combination of factors including a resilient US economy, enthusiasm for the potential of Artificial Intelligence…

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 Paul Denley

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 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…