Oakham Wealth Management is an established, boutique investment firm, founded in 2004. From our offices in Mayfair, London, we manage portfolios for private and professional clients. Our single overriding focus is the management of our clients' assets. We invest across the globe via a broad range of asset classes, according to the principles of 'value' investing.
The target is superior long-term, sustainable, investment returns. Oakham has worked with Asset Risk Consultants and Mercer Investment Consultants as strategic advisers for asset allocation and portfolio construction. Our portfolios are responsible and sustainable, adhering to principles of environmental, social and governance (ESG).
The target is superior long-term, sustainable, investment returns. Oakham has worked with Asset Risk Consultants and Mercer Investment Consultants as strategic advisers for asset allocation and portfolio construction. Our portfolios are responsible and sustainable, adhering to principles of environmental, social and governance (ESG).
Services
About
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The sole purpose of Oakham Wealth Management is to provide sustainable investment management services to private clients and professional clients. This purpose has remained true since the firm was established in 2004. We are privileged to manage the wealth of clients across Europe and around the globe from offices in central London.
Our Values
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As long-term investors, we are committed to upholding the highest standards of stewardship for our clients' assets, and we have extended this ethos into all that we do. Consideration of environmental, social and governance (ESG) factors not only drives our investment strategy but also our day to day operations.
Services
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Many of our clients are multi-millionaires or successful small corporates. However, others are tomorrow's millionaires with more modest sums to invest today. With this in mind we have created three different investment services to meet our client's needs. Our Advisor service is a global portfolio solution designed for IFAs and their clients wishing to access Oakham's investment capability via its Managed Portfolio Service.
Finding a Wealth Manager
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Whether your portfolio is already managed by a professional, or you are seeking advice for the first time, finding a new investment manager can be a challenge. You are unlikely to have the time and energy to do extensive research. Hence your decision is likely to be guided by conversations with friends and family, broad searches on the internet, and gut feel.
Approach
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We invest across the globe according to the key principles of 'Quality' investing, following in the footsteps of the investors such as Benjamin Graham, widely known as the 'father of value investing'. This guides all aspects of our investment process and studies show the strategy produces superior long term, sustainable, investment returns.
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