• Intelligent Investment Management
• Performance and Service are our only priorities
• Authorised and Regulated by the FCA
• Mayfair based boutique founded in 2004
• Independent and owner managed
• Servicing professional and private clients
• Private clients include families and charities
• Services divided into Access, Bespoke & Twentyfive

Why we are different

We work hard to ensure adherence to the principles of investing that are known to achieve success in the long term.

Good investment advice and management is surprisingly hard to find. Intelligent investing for the long term is not about the latest fad or short run trends. Intuition and ‘gut feel' have no place in a sophisticated wealth management process. If an investment qualifies for inclusion in a portfolio, the aim should be to hold it for several years rather than months, and in general, trading activity should be kept to a minimum.

The benefits to your long term wealth of a well constructed investment process cannot be over-emphasised. We combine the benefits of a boutique with an institutional level of investment sophistication.

As a client, you can pick up the phone to a main board director at any time, to arrange something promptly, or simply for a chat.

Call now to arrange a complimentary review of your investment portfolio, performance and fees.

Our DNA

We believe all businesses, particularly those whose main assets are its people, have a specific and identifiable character. The following elements form the backbone of our business:

Owner managed: We turn up to business everyday with the passion and attention to detail that only entrepreneurs can – the buck stops with us.
Longevity: The history of our core team with the firm is key to the enduring nature of the long term investment strategy and in building strong client relationships.
Heritage: The experience of key members of the firm ensures the that the investment strategy does not deviate and client service levels are maintained.
Focus: We only do one thing, the management of private family wealth. We don't need to compete against other departments or group companies for budget or management focus.
Bureaucracy: So many potentially good decisions are ruined by the time taken to implement them. We strive for minimal bureaucracy.
Fees: Our primary revenue stream, client fees, fluctuates with the value of the portfolios on which they are based. Our interests are aligned in creating strong, sustainable, long term performance.

Investment Philosophy

Our ethos is distinct in the following ways:

Seek intrinsically good value – we aim to avoid emotionally driven herd instinct action by understanding the true ‘sum of the parts' before investing
Buy & hold – don't try to time the market, but focus on making decent long term investments and monitoring them closely to ensure they continue to deliver the expected result
Know what you own
Be prepared to be contrarian – going against the grain won't always be the right decision, but at other times it is critical not to follow the crowd
Diversify across the globe and research all asset classes – this is key for maximising return while minimising risk
Don't over diversify however – the pursuit of diversification should not prevent discernment of good long term investments vs poor or inefficient investments
Avoid fixating on benchmarks – its not credible that a benchmark will not contain bad investments
Liquidity and efficiency – a compelling investment may only be available in a format which negates the investment premise
Avoid bureaucracy – the investment process must be allowed the freedom to prevail without other restrictions

Background

The sole purpose of Oakham Wealth Management is to provide investment management services to private clients, a purpose that 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 our offices in central London.

Services

1. Access
Access is a global portfolio solution for clients wishing to access Oakham Wealth Management's investment capability via its in house risk graded multi-asset collective funds.

2. Bespoke
The bespoke service is designed for the client seeking to appoint a professional investment manager on a discretionary basis.
- A portfolio designed for the risk profile and specific objectives of the client.
- Direct access by phone or email to the team of client portfolio managers
- A minimum of one face to face review meeting per year at our London offices
- Secure online access to portfolio valuations.
- Entry level is £500,000 or currency equivalent.

3. TwentyFive
We also operate a limited edition service. As the name suggests our TwentyFive service offers a maximum of twenty five families as highly flexible, attentive investment service with added benefits.

- A portfolio specifically designed for the risk profile & objectives of the family.
- Constant direct access by phone or email to a portfolio manager who will be a main board director of the firm.
- A minimum of 4 face to face review meetings per year at a location to suit you.
- Secure online access to portfolio valuations.
- Bespoke fee arrangements according to your requirements.
- Access to a network of professional advisers with initial advice provided free.
- Access to alternative investments via introduction to specific professionals.
- Review of investment ideas on a case by case basis.

Trading Since

2004