CIO Bulletin

Oakham Wealth Management – Elevating Financial Stewardship through Integrity, Expertise, and Tailored Investment Solutions

Oakham Wealth Management stands as a beacon of integrity and expertise in the realm of investment management, dedicated to serving both private and professional clients since its inception in 2004. With a steadfast commitment to delivering superior wealth management solutions, Oakham operates from its central London offices, extending its services to esteemed clients across Europe and beyond. At the heart of Oakham's mission is the unwavering dedication to stewarding the financial well-being of its clients. Through a comprehensive suite of investment management services, Oakham caters to the distinctive needs of individual private clients, families, trusts, and charitable entities. Portfolio sizes ranging from £500,000 to £20 million find expert care and attention within Oakham's purview. Moreover, Oakham extends its expertise to Independent Financial Advisor (IFA) professional clients, offering Model Portfolio Services tailored to align with environmental, social, and governance (ESG) principles as per mandate requirements. In its capacity as a Discretionary Fund Manager (DFM), Oakham has forged strategic alliances, most notably with Mercer Investment Consultants. Leveraging Mercer's insights and expertise, Oakham has crafted a robust Model Portfolio Service (MPS) designed to meet the exacting standards of professional advisers. This collaborative effort ensures meticulous attention to strategic asset allocation, dynamic market views, model portfolio construction, and fund solutions, thereby enhancing the overall client experience.

Oakham Wealth Management operates within the regulatory framework set forth by the Financial Conduct Authority (FCA), underlining its commitment to transparency and accountability. As an authorized and regulated entity (FCA number 431206), Oakham provides its clients with the reassurance of recourse through the Financial Ombudsman Service (FOS) and the Financial Services Compensation Scheme (FSCS). Furthermore, Oakham's adherence to regulatory standards is underscored by its LEI number 213800SCOISDRMD2U213, ensuring compliance with global reporting requirements. Embedded within Oakham's ethos is a set of core principles that delineate its identity and guide its operations. As a testament to its entrepreneurial spirit, Oakham is owner-managed, instilling a sense of accountability and dedication unparalleled in the industry. The longevity of its core team underscores Oakham's commitment to forging enduring relationships and executing a long-term investment strategy rooted in experience and expertise. Central to Oakham's DNA is its unwavering focus on wealth management—a singular pursuit unencumbered by competing interests or bureaucratic hurdles. Oakham's dedication to responsible investing is evident in its embrace of ethical principles, with a keen emphasis on environmental, social, and governance (ESG) considerations. Moreover, Oakham prides itself on its streamlined approach to decision-making, eschewing bureaucratic impediments in favor of agility and efficacy.

In matters of revenue, Oakham's fee structure is intricately linked to the performance of its clients' portfolios, ensuring a symbiotic relationship wherein Oakham's success is inherently tied to the prosperity of its clients. This alignment of interests underscores Oakham's commitment to delivering strong, sustainable, long-term performance, further solidifying its position as a trusted steward of wealth. Oakham Wealth Management epitomizes the pinnacle of excellence in investment management, driven by a steadfast commitment to its clients' financial well-being, underpinned by integrity, expertise, and a relentless pursuit of excellence.

London boutique wealth manager

Oakham Wealth Management is dedicated to catering to the diverse needs of its clientele, ranging from multi-millionaires and successful small corporates to emerging investors with more modest resources. Understanding the varying requirements of their clients, Oakham has meticulously crafted three distinct investment services tailored to address different investment objectives and preferences.

Advisor Service:

The Advisor service offers a comprehensive global portfolio solution ideal for Independent Financial Advisors (IFAs) and their clients seeking access to Oakham's investment expertise through its Managed Portfolio Service (MPS). In response to the increasing demand for sustainable investment options, Oakham integrates environmental, social, and governance (ESG) factors into its MPS. To ensure top-notch investment research and portfolio construction, Oakham has partnered with Mercer Investment Consultants, a globally renowned leader in independent investment consulting. Mercer provides strategic advice on asset allocation, market insights, model portfolio construction, and fund solutions, leveraging its extensive expertise and vast resources.

Oakham's Advisor service is seamlessly accessible through major platforms including Ascentric, Standard Life, Transact, Novia, Nucleus, and Fidelity FundsNetwork, offering clients a convenient avenue to leverage Oakham's wealth management capabilities.

Bespoke Service:

Tailored for clients seeking personalized investment management on a discretionary basis, the Bespoke service offers a suite of features designed to align with individual risk profiles and specific objectives. Clients benefit from:

Customized portfolios crafted to match their risk tolerance and investment goals.
Direct communication channels with Oakham's team of client portfolio managers, facilitating responsive assistance.
Annual face-to-face review meetings at Oakham's London offices, ensuring ongoing alignment with clients' evolving needs.
Secure online access to portfolio valuations for enhanced transparency.
Option for responsible and sustainable portfolios, enabling clients to pursue ethical investment strategies addressing issues like climate change and inequality.
Entry level starting at £300,000 or equivalent currency, ensuring accessibility to a wide range of investors.

TwentyFive Service:

For a select group of families seeking an elevated level of attention and flexibility in their investment management, Oakham offers the exclusive TwentyFive service. This premium offering includes:

Tailored portfolios designed specifically to match the risk profiles and evolving objectives of the family.
Direct access to a dedicated portfolio manager, who also serves as a main board director of the firm, ensuring personalized attention and swift response to client needs.
A minimum of four face-to-face review meetings annually, scheduled at a location convenient for the family.
Secure online access to portfolio valuations for real-time monitoring.
Flexible fee arrangements tailored to the family's preferences and requirements.
Access to a network of professional advisers with complimentary initial advice provided.
Opportunities for impact investments and alternative investments, allowing clients to explore diverse investment avenues.
Case-by-case review of investment ideas to ensure alignment with clients' objectives and risk profiles.

Oakham Wealth Management's array of investment services caters to a spectrum of client needs, whether they seek advisory support, personalized portfolio management, or an exclusive, tailored investment experience. With a focus on excellence, sustainability, and client-centricity, Oakham stands as a trusted partner in wealth management, committed to helping clients achieve their financial aspirations.

Paul Denley, CEO