What Oakham Wealth Management Is All About
Oakham Wealth Management Ltd is a boutique investment firm based in Mayfair, London, founded back in 2004. They specialize in managing portfolios for private and professional clients, acting as trusted wealth consultants. This isn’t your typical asset manager; Oakham is a certified B Corporation, which means they’re serious about balancing profit with purpose. Their focus? Intelligent asset management tailored for long-term investors who want sustainable, quality returns across global markets.
The Main Benefit: Intelligent, Sustainable Investing
Oakham’s approach is all about delivering superior long-term investment performance while sticking to responsible, ESG-driven principles. Here’s what sets them apart:
- Established in 2004 with a boutique yet institutional-level expertise
- Certified B Corporation with a B Corp score of 101.7
- Discretionary Fund Manager (DFM) for professional advisors managing model portfolios
- Managers of the VT Avastra Global fund range since 2010, covering equities, fixed income, and alternatives
- Authorised and regulated by the UK Financial Conduct Authority (FCA)
- Committed signatories to multiple sustainability initiatives including the Good Business Charter, UKSIF, and the Net Zero Asset Managers Initiative
Why Oakham’s Approach Stands Out
Good investment advice? Surprisingly hard to find these days. Oakham focuses on sustainable investing principles that have proven success over the long haul. Forget chasing the latest fad or jumping on short-term trends. This firm isn’t about day trading or gut feelings. Instead, they carefully select investments meant to be held for years, minimizing unnecessary trading. It’s a disciplined, thoughtful process designed to build and protect wealth steadily.
Boutique Benefits Meet Institutional Expertise
What’s really cool about Oakham is how they blend the best of both worlds. They offer the personalized service and agility of a boutique firm but with the sophistication and rigor you’d expect from a big institution. Clients get direct access to main board directors — no middlemen, no waiting around. Whether it’s a quick question or a detailed discussion, the team is just a call away.
Commitment to Responsible and Sustainable Investing
Oakham’s portfolios are built with environmental, social, and governance (ESG) principles front and center. They measure their carbon footprint using Carbon Analytics and actively incorporate the United Nations Sustainable Development Goals (UN SDGs) into both their investment strategy and corporate operations. This means they’re not just managing money — they’re investing in a better future, tackling issues like climate change and inequality head-on.
Project Impact: Linking to the UN Sustainable Development Goals
- Climate Action (SDG 13)
- Decent Work and Economic Growth (SDG 8)
- Reduced Inequalities (SDG 10)
- Responsible Consumption and Production (SDG 12)
- Partnerships for the Goals (SDG 17)
Trusted, Transparent, and Client-Focused
Oakham Wealth Management is fully authorised and regulated by the Financial Conduct Authority, ensuring all the protections private clients expect. Transparency and trust are key — clients are reminded that investments can fall as well as rise, and past performance isn’t a guarantee of future returns. With a clear regulatory framework and a commitment to ethical business practices, Oakham offers peace of mind alongside expert wealth management.
