Finance Awards 2020

4 | Finance Awards 2020 Oct20742 Best Fixed-Income & Investment Specialists 2020 Growth is not something that happens by accident. It’s something that can, and should, be planned for by experts who have your best interests at heart. The team behind Oakmount and Partners Ltd know this better than most, and their award-winning success in the UK Finance Awards deserves to be celebrated. We take a closer look to see how they’ve achieved such impressive levels of success within the industry. The aim of the team at Oakmount is simple. They know that their clients have ambition. They want to improve their financial standing, moving and developing new strategies and policies for success. The work of the Oakmount team is to bridge the gap and create these strategies so that their clients can flourish. Treating their clients as partners is the secret behind the team’s incredible success. They work closely with them to establish, improve and implement long-term strategic plans that make it possible for them to meet their financial purposes. Each plan is carefully calculated, and bespoke designed to meet specific needs and requirements. Based on risk profile and return targets, there is very little left to chance, with financial success almost guaranteed. Success has come thanks to the team’s consideration of four key principles, namely knowledge, commitment, nurture and growth. Each plays an invaluable role in ensuring the best possible results and returns for a client. By taking this approach, the team have been able to guarantee that your capital performs in the best possible way, working hard to meet your unique ambitions. Some companies find tried and tested routes, sticking to these throughout their lives. The team at Oakmount consider innovation a necessity when it comes to investments. They are constantly investigating new and enhanced strategies and opportunities that will more beneficially serve their clients’ financial purposes, goals and ambitions. As a result of this proactive approach, the team are able to concentrate on achieving certain return targets and yields of 7-12% annually. These experiments are built on the work of some of the leading industry experts. This data-driven attitude is why clients feel safe and secure working with Oakmount. The team value this trust deeply, knowing that for many people they are the custodians of their investment and retirement plans for the future. As such, the team act in as efficient and comprehensive a way as possible, considering all the possibilities of their actions and organising them in as courteous and transparent a way as possible. There is, at the heart of Oakmount, a desire not to be the biggest firm in the world, but certainly to be the best. Service comes above all else. As such, the team reach into an extraordinary array of different areas, but never to such a degree as to compromise the project as a whole. Protecting the best interests of their customers and achieving the financial targets that have been set are the hallmark of this impressive business. Being based in the UK, even during these most turbulent of times, has been an enormous boon to the team at Oakmount. The UK is a leading financial service centre, with the highest concentration of global financial institutions in the world. To an investment firm like Oakmount, it presents enormous opportunities. Of course, being able to easily access these resources in a relatively politically stable environment means that customers have the best chance of prospering. Business loves certainty, and that’s a major boon to working in the UK. Of course, the COVID-19 pandemic has caused a great deal of uncertainty over the last twelve months. There has been a big shift in how the economy is moving. Gold, for example, reached a 10-year high during July 2020 and the sentiment is it will potentially go much higher owing to global uncertainty. Gold’s position as an investment is considered the ultimate safe haven during times of doubt, and this has certainly held true during this crisis. It has outperformed other major asset classes over the past two decades and is used to protect and enhance wealth over the long-term. Gold also operates as a means of exchange because it has global recognition – it’s the ideal investment medium for many, which is why Oakmount has used it on behalf of its clients. While the world continues to react to an unprecedented situation, the team at Oakmount continue to take immense pride in the work they undertake. It’s uncompromising and determined, which is why the team have achieved such success. At the heart of every decision made is a knowledge of the industry that is bolstered by imagination and creativity in how projects are executed. It’s not enough for Oakmount to simply offer the old way of working. The team know that to secure success moving forward, it is vital that they continue striving to find a better solution to a client’s problems. A point of pride for the team is not just that they are pioneering in their approach, but that some of their practices and techniques have become standard in the industry. It’s not just a credit to the team, but to their forward-thinking mindset. To achieve this, Oakmount works collaboratively as far as possible. Of course, individual creativity is something to be fostered, but never at the expense of the group at large. The future seems bright for the Oakmount team, although one of the challenges that lies ahead is that of preserving their position within the marketplace. They are determined to continue balancing two different aims, namely being big enough to undertake the greatest projects that any of our clients could contemplate, yet small enough to maintain the loyalty, the intimacy and the esprit de corps that the team all treasure and that contributes greatly to success. It’s not an easy balance, but it’s one that has ensured outstanding products and unsurpassed service within the industry at large. Company: Oakmount & Partners Ltd Contact: Glenn King Website: