Posts tagged “education”

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Oakmount and Partners Ltd. Client-Centric Approach.

Posted on 27th May 2023 at 12:16

Sculpted from experience, built for success. 

 

Providing Exceptional Service and Delivering Superior Investment Returns. 

 

Introduction: 

At Oakmount and Partners, we take great pride in our commitment to providing exceptional service and delivering superior investment returns to our valued clients. Our unwavering dedication to excellence sets us apart in the industry, and we strive to exceed our client's expectations consistently. In this blog post, we'll delve into the key factors that drive our success and explain how we can help you achieve your financial goals. 

 

Client-Centric Approach: 

At the heart of our business is a client-centric approach. We firmly believe that understanding our client's unique needs, preferences, and financial objectives is paramount to delivering outstanding service.  

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Oakmount and Partners Ltd. Investing & Diversification.

Posted on 13th April 2023 at 17:13

Sculpted from experiuence, built for success. 

 

Five Reasons Why Diversification is Key to Investment Success 

 

As an investor, one of the most important decisions you can make is how to allocate your assets. While it can be tempting to put all your money into one or two high-risk, high-reward investments, this strategy can be risky and may not lead to long-term success. Instead, diversification is key to achieving investment success. Here are five reasons why: 

 

Reduces Risk: You can reduce your overall risk by spreading your investments across different asset classes and sectors. If one investment performs poorly, you won't lose all your money. 

 

Increases Potential for Return: Diversification can also increase your potential for return. Investing in a mix of stocks, bonds, and other assets allows you to capture the returns of different sectors and take advantage of market trends. 

 

Helps You Stay Disciplined: Diversification can help you stay disciplined during market fluctuations. When one sector is performing poorly, it can be tempting to sell all of your investments and move to cash. However, if you are diversified, you are more likely to stay invested and weather the storm. 

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Oakmount and Partners Ltd. The home of wealth creation.

Posted on 28th December 2022 at 13:15

Sculpted from experience, built for success. 

 

Welcome to Oakmount and Partners Ltd. 

The home of wealth creation and opportunity. 

 

Established in 2009, we're renowned for our premier investment acumen and unwavering commitment to each client we serve. 

 

In short, we aim to deliver a level of service which is unparalleled. 

 

So for first-class service and world-class investment opportunities, let Oakmount and Partners Ltd ‘Yield you happy’. 

 

Oakmount. Delivering investment solutions to 'Advance your Finances.' 

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Oakmount and Partners Ltd - We go above and beyond for you.

Posted on 21st December 2022 at 16:05

Sculpted from experience, built for success. 

 

''At Oakmount, we go above and beyond for each client we serve. 

 

In short, we aim to exceed their expectations by delivering service excellence and unparalleled professionalism.'' ― Glenn King - CEO. 

 

Remember. If you don't know where you're going, you'll end up someplace else. 

 

At Oakmount and Partners Ltd, we are passionate about our work and intensely focused on performing at the highest professional levels. Our strength and success require that we out-smart and out-work our competitors.  

 

We know that the best solutions result from the ideas and contributions of a diverse team of associates and partners. Diversity strengthens our foundations and delivers better results for our clients and stakeholders alike. 

 

''At Oakmount, we provide outstanding products and unsurpassed service that, together, deliver premium quality and value to our customers.'' 

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Oakmount and Partners Ltd. We sell security & wealth creation.

Posted on 15th November 2022 at 13:02

Sculpted from experience, built for success. 

 

Welcome to Oakmount and Partners Ltd, the multi-award-winning premier investment consultancy. 

 

Oakmount was incorporated in 2009 with the goal and ambition to become a dominant financial institution which aims to deliver more to its customers by way of service and investment returns. 

 

We introduce premium-quality investment opportunities to our clients, consisting of Ultra-High-Net-Worth, High-Net-Worth, Professional and Sophisticated investors, along with corporate platforms, entrepreneurs and intermediaries. 

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Oakmount and Partners Ltd. Luxury Life Awards 2022 Editorial.

Posted on 30th June 2022 at 15:25

Sculpted from experience, built for success. 

 

For those who have the money to spend, investment is the obvious path. With so many other responsibilities, however, it pays to turn to a trusted team to guide that investment. Oakmount and Partners Ltd are experts in this regard. In 2022's Leaders in Luxury Awards, the team were named Most Trusted HNW & UHNW Investment Consultancy, 2022. We took a closer look to uncover precisely how they do it. 

 

The ethos of Oakmount and Partners is best surmised by the motto: “Excellence in customer service is our minimum standard.” For this team, good enough simply will not do. At every stage in proceedings, they aim to offer their clients a truly exemplary service, building a reputation as a premier investment platform with a global reach. Their clients are not simply names and numbers but real people with hopes and dreams who need support and assistance. 

 

Since the firm was incorporated in December 2009, CEO and Managing Director Glenn King has pushed for the finer things in life on his clients’ behalf. Despite the firm being a relative newcomer to the financial scene, he instantly saw it rise up to the highest of financial standards. These standards have been reached through acting with integrity and by never settling for what has gone before. 

 

When people turn to Oakmount and Partners, they find a team determined to meet the unique needs of their clients, offering an approach which is truly second to none. Their customers depend on them, and so they have committed to never giving up hope and constantly pushing boldly forward on behalf of their clients. Despite the firm's youth in terms of age, it has proven to boast a maturity reflecting the impressive standards they’ve set for themselves. 

 

We cannot wait to see what they do next. 

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Oakmount and Partners Ltd - Corporate America Awards 2022.

Posted on 7th March 2022 at 13:32

Sculpted from experience, built for success. 

 

Established in 2009, Oakmount and Partners Ltd is a multi-award-winning investment consultancy. 

 

Oakmount and Partners give its 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 and more, Oakmount and Partners have 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.  

 

Oakmount and Partners conduct 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. 

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Oakmount and Partners Ltd. Legal 100 Award Winner 2022

Posted on 24th February 2022 at 11:40

Sculpted from experience, built for success. 

 

Recognised as the Best Fixed-Income and Investment Specialists of 2021 & 2022, Oakmount and Partners uphold individuality and self-reliance, which has given the company excellent acknowledgement within the industry.  

 

Founded over a decade ago, Oakmounts intellectual strength and perseverance is appreciated and respected by its clients, placing its business at the top of the market. 

 

Established in 2009, Oakmount and Partners Ltd is a multi-award-winning investment consultancy giving clients access to internationally diversified investment opportunities. These prospects are explicitly designed to reduce volatility, improve returns, preserve capital, use diversification to increase performance and generate regular income and capital growth. 

 

Managing Director Glenn King explains, “Oakmount and Partners are renowned for its investment acumen, financial insight and unrivalled customer service. So, 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.” 

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