Oberon Investments is a different type of wealth management company. With around £100m of assets under management and 30 years of experience investing for our clients, we have an entrepreneurial approach to fund management.
- DISCRETIONARY FUND MANAGEMENT. We sit down with you to fully understand your investment objectives, creating a personalised portfolio to match your risk parameters and investment requirements. This service lets our team give you exposure to opportunities as they emerge, and report these back to you.
- EXECUTION ONLY. For when you and your advisors want to be more hands on. Our tailored Execution Only services provide you and your advisors with direct access to our dealers and operations teams. This is particularly useful when you want to invest in smaller, less liquid stocks.
- VCTs & SPECIAL SITUATIONS SERVICE. Exclusive access to a number of select, higher risk, opportunities. We run two successful Venture Capital Trusts (VCTs) that specialise in AIM and small-cap opportunities. Our track record has been strong over 1, 3 and 5 years, largely down to our access to IPOs, placings and undervalued share situations. We can also offer our clients exposure to these opportunities outside of the VCT’s. We also manage an Open Ended Investment Company (OEIC) which our clients may invest in.