Company
Position
CEO
Founder
Index
HNW Wealth Managers
Location
London
Advice type
Investment management
Wealth management
Wealth preservation
Client type
HNW
UHNW
Sector Focus
Financial Services
Wealth Management & Private Banking
Paul Denley
Spear’s Review
Paul Denley, co-founder and CEO at Oakham Wealth Management in London, is more focused on maintaining close relationships with his clients than attracting new ones.
He told Spear’s: ‘We don’t have a marketing department.’ Instead, the firm gains new blood – without overstretching itself – via referrals from existing satisfied customers.
Those clients entrust Denley and his partners with between £1 million and £50 million and enjoy close contact with the firm.
Well respected for its investment acumen, Oakham has incubated a number of new wealth management firms to maturity through a supervisory partnership. ‘It’s an interesting way of expanding our universe and understanding different ways of doing things,’ said Denley.
Adviser Profile
Paul is Chief Executive and a founder of Oakham Wealth Management. He brings almost 30 years of investment and management experience to the firm, having worked at large institutions and boutiques.
A graduate in Applied Economics, Paul is a Fellow of the Chartered Institute for Securities & Investment (CISI), a member of the CFA Institute and a member of the Society of Technical Analysts. He has specific interest in investor psychology and behavioural finance.
Paul is a member of the Company of Entrepreneurs, a member of the Guild of Investment Managers and a Freeman of the City of London. A lifelong learner, Paul has recently gathered new skills from Harvard and Oxford’s Saïd Business School in areas such as Sustainable Business Strategy and Artificial Intelligence.
Originally from the Cotswolds, Paul lives with his family in West London. He loves mountains, is a keen skier and enjoys a decent glass of wine, having completed the Wine and Spirits Education Trust (WSET) Level 2.
Oakham Wealth Management is an established boutique investment firm, founded in 2004. From offices in Mayfair and Kensington, Oakham manages portfolios for private HNW and UHNW clients, and professional clients, and acts as a wealth consultant to others. The firm’s single overriding focus is the management of clients’ assets, investing across the globe via a broad range of asset classes, according to the principles of ‘quality’ investing. The target is superior long-term investment returns.
Oakham is a certified B Corporation, a signatory of the Good Business Charter, and a supporter of the Better Business Act. The firm is also a signatory to the UN Principles of Responsible Investment (UNPRI) and the UK Sustainable Investment & Finance Association (UKSIF).
Rank: Recommended

Recommended 2024, HNW Wealth Managers
Phone
020 3405 2600
Address
Berkeley Square House, London, W1J 6BD