OAKHAM WEALTH MANAGEMENT - Key Persons
Job Titles:
- Client Portfolio Assistant
Colombe is a French national with a degree from Exeter and a masters from University College London. She joined Oakham from Rothesay, a pensions insurance specialist. Colombe supports both the client team and the investment team.
Job Titles:
- Client Portfolio Assistant
Ewan graduated with a first in Management & Business from Royal Holloway and has experience in analytical and client facing roles at various institutions including Connor Broadly and Vistra UK.
Job Titles:
- Head of Relationship Management
Holly has a wide and varied knowledge of markets and economics and an excellent rapport with all our clients.
Holly graduated from Exeter University with a degree in Spanish with French and has passed various professional exams for the CISI. She leads the relationship management desk.
John, a former Professor of both Management and Information Systems, has been a successful businessman for over 30 years including roles: as an Executive Director of a FTSE100 company; a CEO of a LSE-listed company; a Managing Partner in a global management and technology consulting practice; and a Partner in a corporate finance boutique. John has held numerous Non-Executive roles, including the Office for National Statistics, several technology-based start-ups, and Novia Financial Plc, as well as the day-to-day lead responsibility in a successful LSE and NASDAQ $1billion flotation.
Job Titles:
- Chief Executive
- Founding Director
Paul is a founding director of Oakham. He brings 20 years investment and management experience to the firm having previously worked for Henderson, Berry Asset Management & Williams de Broe. A graduate in Applied Economics, Paul is a Fellow and Chartered Wealth Manager of the CISI, a member of CFA UK, and a member of the Society of Technical Analysts. He has specific interest in sustainable investing, investor psychology and behavioural finance. Paul is a member of the Company of Entrepreneurs, a Freeman of the City of London, and a Fellow of the RSA.
Richard brings exceptional proprietary trading and fund management skills to the firm with 21 years' experience in the city.
He started his career at Morgan Stanley after reading Mechanical Engineering at Imperial College, he then traded equities at First New York Securities and Aldersgate Investment Managers, where he specialised in merger arbitrage. Richard is a member of the CISI.