Oakham Wealth Management is an independent investment boutique, established in 2004, with offices in Mayfair and Kensington. Oakham provides bespoke services for private clients, families, trusts and charities with portfolio sizes ranging between £500,000 and £20m. In addition, a Model Portfolio Service (MPS) is provided to professional advisor clients, and, since 2010, the firm has managed its own global fund range, incorporating equity, fixed income, and alternatives strategies.
The firm’s investment strategy invests across the globe via a broad range of asset classes, according to the principles of ‘quality’ investing, designed to achieve a superior risk adjusted return over the long term. Over the years, the investment strategy has evolved to be increasingly responsible and sustainable, adhering to principles of environmental, social and governance (ESG).
Oakham is a signatory of the United Nations Principles For Responsible Investment (UNPRI), the UK Sustainable Investment and Finance Association (UKSIF), the Net Zero Asset Managers Initiative (NZAM), the Better Business Act, the Terra Carta, and the Living Wage Foundation. Oakham Wealth Management is authorised and regulated by the UK Financial Conduct Authority (FCA).
Keywords: Wealth manager, wealth management, investment manager, investment management, asset manager, asset management, portfolio manager, portfolio management, UHNW, HNW, private clients
Sector: Service with Minor Environmental Footprint
Size: 1-9 employees
B Corp Certified – Impact Score: 101.7
