Many of our clients are successful entrepreneurs, business owners, and families with significant wealth to invest. Others are building their wealth and looking for an experienced investment manager to help manage and grow their assets over the long term.
Our private wealth management service is designed for clients seeking to appoint a professional investment manager on a discretionary basis. Each portfolio is managed around the client’s individual circumstances, risk profile and long-term objectives. The service includes:
• A bespoke investment portfolio designed around the client’s risk profile, specific objectives and long-term investment goals.
• Direct access by phone or email to our team of experienced client portfolio managers.
• A minimum of one face-to-face portfolio review meeting each year at our London offices.
• Secure online access to portfolio valuations.
• Responsible and sustainable investment portfolios are available for clients seeking an ethical approach, including consideration of issues such as climate change and inequality.
• A minimum investment of £500,000 or currency equivalent.
Our Advisor service is a global managed portfolio solution designed for IFAs and their clients seeking access to Oakham’s investment management expertise through our Managed Portfolio Service (MPS). The service provides access to professionally managed global investment portfolios, with a range of investment approaches designed to meet different client objectives and risk profiles. The MPS can also incorporate environmental, social and governance (ESG) factors in response to growing client demand for responsible and sustainable investment.
Oakham’s Advisor service is available on major investment platforms, including Ascentric, Standard Life, Transact, Novia, Nucleus, and Fidelity FundsNetwork.
To arrange a complimentary review of your portfolio or simply for an initial chat, please feel free to get in touch. ›
