London, Greater London, London
Oakham Wealth is an established, fully authorised and regulated boutique provider of asset management services to investors based all over the world. We are privately owned by our founding directors and are entirely independent of any other financial institution.
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What do you love most about your job?
- Making client's lives easier.
- Having the freedom to prioritise client needs.
What inspired you to start your own business?
- The prospect of creating a firm where client service is the top priority.
- The opportunity to design an investment strategy from a blank sheet with long-term performance as the ultimate goal.
Why should our clients choose you?
- New technology with old-fashioned service levels
- Wealth management for the long term.
- Careful consideration for a client's wider financial requirements, not just the managed portfolio.
Can you provide your services online or remotely? If so, please add details.
Yes of course, online & remotely. Portfolios are available to view online and meetings can be conducted via videoconference or simply via phone.
What changes have you made to keep your customers safe from Covid-19?
All communications can be conducted without physical interaction. All team members can function efficiently from home.
Investment Management
Investment portfolio management for private clients.
We provide discretionary, advisory, and execution only services to clients across the UK and expats abroad.
This is a bespoke service designed according to client needs.