Our client's best interests always come first.
Our experience shows that if we serve our clients well, with integrity and honesty, our success will follow.
Oakmount. Our assets are our people.
If any of these is ever diminished, the last is the most difficult to restore. We are dedicated to complying fully with the letter and spirit of the laws, rules and ethical principles that govern us.
Our continued success depends upon unswerving adherence to this standard.
As a business, our priority is to provide superior customer service and return on investment that makes a real difference to our clients and stakeholders.
Profitability is critical to achieving superior returns, building our capital, and attracting & keeping our best people.
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Oakmount. Creating moments that take your breath away.
We take an immense amount of pride in the quality of our work.
We have an uncompromising determination to achieve excellence in all that we undertake and in all that we deliver. Though we may be involved in a wide variety of activity, we would, if it came to a choice, rather be the best than rather than the biggest.
We stress creativity and imagination in everything we do.
While recognising that the old way may still be the best way, we constantly strive to find a better solution to a client’s problems. We pride ourselves on having pioneered many of the practices and techniques that have become standard in the industry.
We emphasise the importance of teamwork in everything we do.
While individual creativity is always encouraged, we have found that team effort often produces the best results. We have no room for those who put their personal interests ahead of the interests of the firm and its clients.
The dedication and commitment of our team and the intense ongoing effort they put in is greater than envisioned. We think that this is an important part of our growth, stability and ultimately, our success.
We consider our position in the marketplace as an asset that we try exceptionally hard to preserve.
We want to be 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 we all treasure and that contribute greatly to our success.
We adjust our sails and strive to anticipate the rapidly changing needs of the many clients we cater for so that we can develop new services to meet their needs in the fast-paced world, we all live in today. We know that the world of finance will not stand still and that complacency can lead to extinction.
Our business is competitive and we carnivorously seek to build new client relationships daily.
However, in doing so, we always remain fair to competitors and never denigrate other firms.
Integrity and honesty are the backbones of our business.
We expect our people to maintain high professional and ethical standards in everything they do, both for our firm and in their personal lives.
By creating opportunities for our clients, partners, and associates to rise, we recognise that Oakmount and Partners rise too. We are the foundations of the strategic rise underway to newfound levels of promise and success.
''Ethics and simple honesty are the building blocks upon which our whole society is based, and business is a part of our society.
It's integral to the practice of being able to conduct business, that you have a set of honest standards and principles that you are wholly holistic within your day to day activities''.