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Oberon Investments Group

Boutique wealth management and corporate broking group

Oberon Investments Group logo
21-100 employees
  • B2C
  • B2B
  • Investing
  • Financial Services
  • Capital Markets
Mayfair, London, UK

Company mission

To provide financial services proactively, with a tailored approach for each client.

Our take

The financial landscape is marked by complexities, rapidly evolving market dynamics, and the constant need for innovative solutions to navigate an increasingly competitive environment. Oberon has emerged with a business model that integrates investment management, wealth planning, and corporate and broking divisions, offering clients a highly competitive fee structure.

A significant milestone in Oberon's journey is its recent acquisition of Nexus Investment Management, a strategic move that further strengthens its position in the market. This acquisition not only expands Oberon's portfolio but also signifies a commitment to growth and innovation. As Oberon continues to evolve and adapt to the ever-changing financial landscape, the acquisition of Nexus opens up new possibilities and avenues for the company.

Steph headshot

Steph

Company Specialist at Welcome to the Jungle

Company values

  • Boutique: As a boutique, we can offer clients the personal attention of a private office whilst delivering the capabilities, contacts, and services of a large institution
  • Expert: We are experts in what we do. Once familiar with a client we develop a plan, challenge the status quo, and provide strategic advice, followed up with expert execution
  • Bespoke: The plan we implement on a client’s behalf will have been tailored to meet their specific needs. We take time to get to know all clients and their individual objectives and aspirations, ensuring we take into consideration future challenges they are likely to face
  • Partnership: We see our clients as partners. We work with them to deliver effective solutions in line with their strategic and financial goals whilst also creating and giving them access to compelling opportunities
  • Aligned: We are aligned with our clients and we will grow with our clients. We ensure that the client’s goals and objectives are also our own. We are investing in, and growing, services that enhance and complement the existing services we give to clients

Leadership

Previously the CEO of the LiteBulb Group and Director of Cleeve Capital Ltd. Has also been the CEO of Map Ventures Ltd for over 8 years.