UK Enterprise Awards 2021

88 | UK Enterprise Awards 2021 Aug21261 Investment Consultancy Experts of the Year 2021 Established in 2009, Oakmount and Partners Ltd is a multi-award-winning investment consultancy which gives clients access to globally diversified investment opportunities specifically designed to reduce volatility, improve returns, preserve capital, use diversification to increase performance and generate regular income and capital growth. Clients typically include high-net-worth professional investors, along with corporate platforms, entrepreneurs and intermediaries. Over the past decade or more, Oakmount and Partners has been privileged to build upon relationships with its clients that have yielded exceptional results, further underpinning the strength of the partnerships with all it serves. Conducting its business in several areas with a key and essential contribution to sustainable and environmentally friendly investment opportunities, the company can give eligible investors access to premium investment opportunities, help with investment management and put together investment strategies using its advanced analytics software, expertise and global contacts. Managing director, Glenn King said, “As an award-winning business, we believe it’s imperative to take control of your financial affairs early on, which can lead to much more financial freedom long-term for you and your family.” Oakmount and Partners’ consultancy professionals engage with investment opportunities in some of the biggest and most popular asset classes daily, including asset allocation and management of commodities, clean energy, green mining, land acquisition and development, tech and IPOs. The team is globally connected and aims to build solid and lasting relationships with clients, priding itself on long-term sustainability and a comprehensive service level, enabling Oakmount and Partners to add tangible value to any investment portfolio with attractive annual yields and significant capital growth potential. Located just a short journey away from London’s financial institutions, Oakmount and Partners is ideally situated to provide clients with up-to- date knowledge of the ever-changing market landscape. Strategic investment plans are always tailored to the needs of the individual and based on risk profile and return targets, helping clients bridge the gap between where they currently are financially and where they’d like to be over the medium- to long-term. “Oakmount and Partners are renowned for its investment acumen, financial acuity and unrivalled customer focus,” said Glenn. A critical factor in Oakmount and Partners’ continued growth and success over the past decade is its commitment to placing the client at the heart of everything it does. Using an initial in-depth client profiling tool and continuous reviews ensures that client services and products are directly aligned and attuned to their objective and requirements. With its scale and breadth of operations into global market insight, the company’s consulting services can help clients to find the right investment opportunities; put together a rigid portfolio structure; implement an efficient investment strategy; research and find information on markets all over the world; determine strategic asset allocation; and stay ahead of any unnecessary risks. The team at Oakmount and Partners strives to provide professional integrity, privacy and transparency in all aspects of organisational administration, upholding good corporate governance with total dedication to results. The staff are known for being helpful, friendly and highly skilled at what they do, often bringing impressive investment returns that exceed expectations. A client portal on the company website streamlines services and allows clients to access information at a time and place that is convenient for them. “At Oakmount, we introduce outstanding products and unsurpassed service that, together, deliver premium quality and value to our customers,” said Glenn. With investment opportunities leading out to 2025 and beyond, Oakmount and Partners is creating palatable excitement among its clients, placing them in a position of strength to yield a consistent and enviable return on investment for the long-term. Company: Oakmount and Partners Ltd Contact: Glenn King Email: Website: m