Business Overview

Oakham Wealth Management is an established boutique investment firm, founded in 2004. From offices in Mayfair and Kensington, the firm manages portfolios for private & professional clients, and act as a wealth consultant to others. Oakham is a certified B Corporation.

Our single overriding focus is the management of our clients’ assets. We invest across the globe via a broad range of asset classes, according to the principles of ‘quality’ investing. The target is superior long-term, sustainable, investment returns.

Our portfolios are responsible and sustainable, adhering to principles of environmental, social and governance (ESG). Oakham are signatories to the UN PRI – Principles of Responsible Investment.

Oakham’s Managed Portfolio Service is available to professional advisors, acting as Discretionary Fund Manager (DFM) to manage model portfolios on the major platforms.

Since 2010, the firm has managed the VT Avastra Global fund range, incorporating equity, fixed income, and alternatives strategies.

Ultimately, our top priority is to deliver the best possible service and sustainable investment performance to our clients.

Oakham Wealth Management is authorised and regulated by the UK Financial Conduct Authority (FCA), with all the associated protections for private clients. The firm is registered in England and Wales with number 05281855.

Oakham is a B Corp, a signatory of the Good Business Charter, and a supporter of the Better Business Act. We are also signatories to the UK Sustainable Investment & Finance Association (UKSIF), the Net Zero Asset Managers Initiative, the Finance For Biodiversity Foundation, the Terra Carta, and the Living Wage Foundation. We endeavour to incorporate the UN SDGs into our investment strategy but also our corporate activities and operations, considering issues ranging from climate change to inequality.

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Products and Services

• Investment Management
• Portfolio Management
• Investment Advice
• Execution Only Service
• Investment Consultancy
• Managed Portfolio Service (MPS)
• Fund Management
• Private & Professional Clients