Oakham Wealth Management Ltd

Berkeley Square House

Contact Person

Paul Denley
DescriptionOakham Wealth Management is an independently owned boutique investment firm, founded in 2004. From offices in Mayfair and Kensington, we manage investment portfolios for private and professional clients. We also offer a Managed Portfolio Service for advisors. Our portfolios are responsible and sustainable, adhering to principles of environmental, social and governance (ESG). Oakham is a certified B Corporation, which means that all stakeholders are treated equally. We regard clients as important as shareholders. In addition to being members of the UKSIF, Oakham is a signatory to the UNPRI, the Net Zero Asset Managers Initiative, and the Finance for Biodiversity Pledge.ApproachThe following elements form the backbone of our business: •Employee owned & managed: We turn up to business every day with the passion and attention to detail that only entrepreneurs have. The buck stops with us. •Longevity: The history of our core team within the firm is key. It has created an enduring long term investment strategy and built strong lasting client relationships. •Focus: We only do one thing: the management of client portfolios. We don’t need to compete against other departments for budget or management focus. •Sustainability: We focus on responsible, ethical investing according to principles of environmental, social and governance (ESG). •Transparency: We are nimble enough to track and report on all our sustainable metrics with confidence and tackle any areas we wish to change promptly. •Bureaucracy: So many potentially good decisions are hindered by the time taken to implement them. We strive for minimal bureaucracy. Good investment advice and management is surprisingly hard to find. We combine the advantages of a boutique firm with an institutional level of sophistication. As a client, you can call a main board director at any time, to arrange something promptly, or simply for a chat.