Personalized, high-touch services and customized investment strategies are the main focus of boutique investment firms, which frequently provide greater flexibility and agility than bigger businesses. They usually provide more individualized solutions and a higher degree of customer involvement. Clients may receive less attention to their particular objectives in the absence of this individualized approach, which might result in more generic investment plans that do not meet their particular financial requirements. This could lead to poor performance or lost chances. This is where Oakham Wealth Management, which specializes in long-term, sustainable asset management for both individual and business customers, comes in.

London boutique wealth manager

Founded in 2004, Oakham Wealth Management is a well-known boutique investing business. They serve as wealth advisors to others and manage portfolios for both private and business customers from their Mayfair, London, offices. A certified B Corporation is Oakham.

The management of their clients' assets is Oakham's primary priority. Using the tenets of "quality" investing, they make investments around the world in a variety of asset types. Superior long-term, sustainable investment returns are the goal. Environmental, social, and governance (ESG) standards are upheld by Oakham portfolios, which are sustainable and responsible.

Professional advisors can use Oakham's Managed Portfolio Service to manage model portfolios on the main platforms by serving as Discretionary Fund Managers (DFMs). The company has been managing the VT Avastra Global fund line since 2010, combining fixed income, equity, and alternative strategies. In the end, providing their clients with the greatest service and long-term investment success is Oakham's primary goal.

The UK Financial Conduct Authority (FCA) has approved and regulated Oakham Wealth Management, providing private customers with all the related safeguards.

In addition to supporting the Better Business Act, Oakham is a B Corp and a signatory to the Good Business Charter.  Additionally, they have signed the Living Wage Foundation, the Terra Carta, and the Finance for Biodiversity Foundation, the Net Zero Asset Managers Initiative, and the UK Sustainable Investment & Finance Association (UKSIF).  Taking into account topics like inequality and climate change, Oakham aims to integrate the UN SDGs into both their company operations and investment strategy.

Why Oakham is different?

It's surprisingly difficult to get good fund management and investing advice. They concentrate their efforts on long-term success-oriented investment techniques and sustainable investing concepts.

The newest craze or short-term trend is not important to intelligent investment. Day traders are not what Oakham's are. In an advanced wealth management procedure, intuition and "gut feel" have no place. The goal should be to retain an investment for a number of years rather than months if it is eligible to be included in a portfolio. Generally speaking, trading should be minimized.

Oakham's Services

Multimillionaires and prosperous small businesses make up a large portion of Oakham's clientele. Others, on the other hand, have smaller sums to invest now but will become millions in the future. In order to satisfy their clients' demands, we have developed three distinct investing services.

Advisor

For IFAs and their customers looking to leverage Oakham's investing capabilities through its Managed Portfolio Service, the advisor service provides a worldwide portfolio solution.  In response to increasing customer demand, the MPS was created to include environmental, social, and governance (ESG) considerations. 

To assist with its investment research and portfolio building tasks, Oakham has enlisted Mercer Investment Consultants as a strategic consultant. Mercer advises Oakham on fund solutions, model portfolio development, dynamic investment market perspectives, and strategic asset allocation.

Bespoke

The custom service is intended for customers who want to choose a qualified investment manager at their own discretion.  Included in the service are:

• A portfolio created with the client's risk tolerance and goals in mind.
• Direct communication with the client portfolio management team via email or phone.
• At least one in-person review meeting is held annually at Oakham's London offices.
• Safe online access to valuations of portfolios.
• To address challenges like inequality and climate change in an ethical manner, responsible, sustainable portfolios are accessible.
• $377,730 or its equivalent in currency is the entry level.

TwentyFive

Oakham provides a unique service called TwentyFive, aimed at a limited number of families who need a highly adaptable and attentive investment strategy, along with extra advantages. This service delivers a personalized portfolio that aligns with each family’s risk tolerance and changing financial goals. Clients benefit from direct communication with a senior portfolio manager, who also serves on the board, through phone or email. There are a minimum of four in-person review meetings each year held at a location that suits the family. Secure online access to the portfolio is also included, along with custom fee structures based on individual requirements.

“We believe all businesses, particularly those whose main assets are its people, have a specific and identifiable character.”