
Oakham Wealth Management Ltd
Oakham Wealth Management Ltd is an established, boutique investment firm in Mayfair, London, specializing in intelligent asset management for long-term investors.
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Oakham Wealth Management Ltd is an established, boutique investment firm founded in 2004 and headquartered in Mayfair, London. The firm specializes in managing portfolios for private and professional clients, and also acts as a wealth consultant. Oakham is committed to responsible and sustainable investing, adhering to ESG principles and signing the UN PRI. They are a certified B Corporation and a signatory to the Good Business Charter, demonstrating their dedication to ethical practices and social impact.
Oakham's investment approach focuses on long-term, sustainable returns through quality investing, emphasizing a buy-and-hold strategy. They offer a variety of services including Advisor, Bespoke, and TwentyFive, catering to different client needs and portfolio sizes. Oakham prides itself on its boutique environment, providing personalized service and direct access to senior management. They are known for their expertise in sustainable investing, their commitment to client relationships, and their dedication to delivering a high level of service.
Flexibility
Oakham Wealth Management does not mention any job flexibility in their job posting. NONE
Mission
Oakham Wealth Management is an established, boutique investment firm based in Mayfair, London. They specialize in providing responsible and sustainable investment management services to individual private clients, families, trusts, charities, and IFA professional clients. With a focus on delivering superior long-term, sustainable investment returns, Oakham's approach incorporates environmental, social, and governance (ESG) principles and adheres to the UN PRI – Principles of Responsible Investment. They combine the advantages of a boutique firm with an institutional level of sophistication, providing personalized client service and expertise, and striving to achieve the best possible investment performance for their clients.
Culture
Oakham Wealth Management cultivates a culture built on transparency, ethical stewardship, and client-centricity. Their focus on responsible investing, underpinned by ESG principles and partnerships with organizations like B Corp and the UN PRI, demonstrates a commitment to sustainability and social impact. Their boutique model emphasizes personalized relationships, direct access to senior management, and a collaborative approach, fostering a close-knit environment where clients feel valued and empowered.
DE&I
Oakham Wealth Management is committed to diversity, equity, and inclusion in all aspects of its business, aiming to create an environment where all employees feel valued, respected, and empowered. They believe that a diverse and inclusive workplace fosters innovation, creativity, and better decision-making. This commitment is reflected in their hiring practices, employee development programs, and commitment to fostering a culture of respect and understanding among all team members.
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