Posts tagged “wealth”

Oakmount and Partners Ltd. In Lasting & Loving Memory of Misty Bailey.

Posted on 7th June 2024 at 14:41

In lasting and loving memory of Misty Bailey.

With great sadness and heavy hearts, we inform you of the passing of Misty Bailey, our esteemed Brand Ambassador. Misty was more than a colleague; she was a cherished member of our Oakmount family, bringing warmth, positivity, and a relentless commitment to excellence that touched us all.

Misty's contributions to our community were invaluable. Her dedication and passion for our mission were evident in every interaction, inspiring our team and clients. She embodied the spirit of Oakmount and Partners, and her legacy will continue to influence and guide us in all our future endeavours.

In this time of sorrow, we extend our deepest sympathies to Misty's family and friends. Many of you, as business clients, enjoyed working closely with Misty, and we understand that this news will undoubtedly be a shock. We encourage you to contact us if you need support or wish to share your memories and condolences. Your reflections and stories about Misty would be a cherished part of honouring her memory.

To honour Misty's memory, we will support her family with the funeral arrangements and ensure that we celebrate Misty, her legacy, the grandeur of her caring, compassionate nature, and, above all else, her spirit, which has left an indelible mark on our organisation.

We plan to hold a memorial service in her honour and will share details as they become available.

Oakmount and Partners Ltd. Secure your Future...

Posted on 12th May 2024 at 13:17

Sculpted from experience, built for success.

In an era defined by rapid technological advancements and ever-changing economic landscapes, one thing remains constant: the need to secure one's financial future.

The weak and indecisive will be at a disadvantage if they do not take proactive steps to build a nest egg that can withstand the challenges of tomorrow.

At Oakmount, we understand the importance of foresight and preparation in navigating today's dynamic world.

That's why we're committed to empowering individuals like you to take control of their financial destinies and thrive in the face of uncertainty.

Oakmount and Partners Ltd. Spring Newsletter.

Posted on 26th April 2024 at 10:29

Sculpted from experience, built for success.

As we've transitioned into spring, Oakmount and Partners are poised to take advantage of new opportunities as we advance our strategic growth trajectory towards our mission of reaching a £100 million company valuation.

With a steadfast focus on green technologies, property, and distressed assets, we are committed to driving substantial growth potential for our private clients and shareholders.

Join us as we navigate the changing landscape of investment opportunities and position ourselves for long-term success and affluence.

At Oakmount and Partners, we take pride in our continued expansion of Assets Under Management (AUM) and creating tangible value for our clients and shareholders. With our current mid-quartile and upper-quartile company valuation ranging from £15 million to £18 million, we remain on a path of steady growth and unwavering commitment to excellence throughout our nearly two decades in business.

By leveraging our extensive network and industry expertise, we identify high-growth opportunities that offer attractive returns, bolstering our position as a market leader.

As a business, we are dedicated to strategic collaborations with leading organisations and industry experts. These partnerships reinforce our commitment to excellence and ensure our position at the forefront of the investment industry.

Full article available here

Oakmount and Partners Ltd. The Investment Eggsperts.

Posted on 28th March 2024 at 14:11

Sculpted from experience, build for success.

As Easter approaches, we at Oakmount and Partners want to take a moment to extend our warmest wishes to you and your loved ones. May this Easter season bring you joy, happiness, and renewed hope for the future.

In the spirit of this holiday, we couldn't resist sharing some eggciting news with you! At Oakmount, we pride ourselves on being excellent in our field of activity, and experts in fixed-income and private equity investments.

Just like the Easter eggs waiting to be discovered, we offer compelling investment opportunities that hold the promise of significant growth, stability, and financial prosperity.

Oakmount and Partners Ltd. Our February 2024 Newsletter.

Posted on 9th March 2024 at 15:50

Sculpted from experience, built for success.

As we stride into Spring 2024, Oakmount is excited to share the news of our strategic expansion and primed acquisitions.

This year marks a pivotal moment in our journey, as we continue to redefine our collective successes and broaden our impact in the realms of real estate and green technologies.

Real Estate Ventures:

Building Foundations, Brick by Brick.

Oakmount has firmly set its sights within the real estate market, with a series of strategic acquisitions that position us as a dominant player in the industry.

Our commitment to creating spaces that inspire, innovate, and elevate is at the forefront of these ventures.

Our key areas of focus are multi-family accommodation, commercial, land acquisition, property development, social housing, and care homes giving our client a broad and balanced portfolio across multiple strategies and revenue streams.

Recent Highlights:

Primed acquisition of commercial properties in key areas.

Expansion into the residential sector with a focus on sustainable living.

These moves are a testament to Oakmount's dedication to shaping environments that not only meet the needs of today but also anticipate the demands of tomorrow.

Full article available here

Oakmount and Partners Ltd. Our January 2024 Newsletter

Posted on 26th January 2024 at 13:55

Sculpted from experience, built for success.

Where Philosophy Meets Prosperity: Navigating Wealth Creation with Purpose and Precision. In the dynamic world of finance, the philosophy of staying invested at Oakmount and Partners extends beyond a mere financial strategy; it represents a profound commitment to enduring wealth.

While markets may sway with periodic undulations, historical patterns attest that, over the long haul, they exhibit an inherent tendency to appreciate.

Navigating the transient ebbs and flows and committing to sustained investment unlocks the potential for compounding benefits, seizing opportunities in market rebounds, and realising substantial financial growth. -- Glenn King, Founder and CEO.

As we step into 2024, we want to share insights that align philosophy with prosperity, empowering you on your journey towards financial success.

The Philosophy of Staying Invested: A Commitment to Enduring Wealth. This philosophy transcends a mere financial strategy; it embodies a commitment to enduring wealth. Historical patterns affirm that markets, despite periodic undulations, inherently appreciate over the long haul. Navigating these transient ebbs and flows and committing to sustained investment unlocks the potential for compounding benefits and substantial financial growth.

Staying invested demands unwavering patience, disciplined commitment, and an unwavering focus on the grander vision – consistently rewarding on the journey to wealth accumulation.

Full article available here

Oakmount and Partnerts Ltd. Year End Investor Letter.

Posted on 21st December 2023 at 16:12

Sculpted from experience, built for success.

As we near the Christmas rush and reflect on the journey of 2023, we extend our heartfelt gratitude for your unwavering support.

This year has been a testament to the resilience and innovation that define Oakmount and Partners. We are pleased to share some of our key milestones, exciting developments, and our ambitious vision for the year ahead.

2023 Highlights: A Year of Market Turbulence and Triumphs

Navigating Market Challenges: It is important to acknowledge the challenges the market has been facing. High-interest rates, inflation, and uncertainty have tested the resilience of the financial landscape.

Despite these headwinds, Oakmount and Partners remains steadfast

in its commitment to navigating these challenges and capitalising on opportunities as part of our broader value investing strategy.

Record-Breaking Growth: In the past year, Oakmount and Partners experienced unprecedented growth in what has been a very testing market place. Our commitment to delivering unparalleled and robust services has resulted in record-breaking achievements, propelling us to new heights in the financial industry.

Launch of Innovative Products: We are thrilled to announce the successful launch of our redeemable preference share & fixed dividend investment which is a revolutionary addition to our portfolio providing regular income with annual yields ranging from 8%, 9%, and 10%. This innovative offering reflects our dedication to staying ahead of industry trends and providing our clients with cutting-edge portfolio solutions, with the addition of year-end profit share to compliment the above yields.

Oakmount and Partners Ltd. Our November Newsletter.

Posted on 13th November 2023 at 12:13

Sculpted from experience, built for success.

As we press forward into the vibrant month of November, we are thrilled to share some exciting updates and celebrate the continued success of Oakmount and Partners.

A Month of Achievements: Almost £1 Million in New Business!

We are delighted to announce that the past month has been exceptionally fruitful for Oakmount and Partners.

Through strategic partnerships, dedicated efforts, and the unwavering trust of our valued investors, we have secured almost £1 million in new business.

This achievement underscores the effectiveness of our investment strategies and the confidence that our partners place in us.

Oakmount and Partners Ltd. A Tale of Competence and Character.

Posted on 29th October 2023 at 15:57

Sculpted from experience, built for success.

Rising Above Slander and Defamation:

In life, we often encounter challenges and obstacles on our path to success. Some people embrace competition and rise to the occasion, while others resort to a more unsavoury approach when they can't compete on merit. One such approach is slander and defamation.

The Nature of Slander:

Slander and defamation occur when individuals, either out of jealousy, insecurity or a sense of inadequacy, attempt to tarnish someone's reputation by spreading false or damaging information about them.

These actions are not only unethical but can also have far-reaching consequences.

Oakmount and Partners Ltd. Official Launch of New Product.

Posted on 9th October 2023 at 17:54

Sculpted from experience, built for success.

In recent months, we've been diligently revamping Oakmount, gearing up for the next phase of our journey.

These changes signify our strategic evolution as we introduce our exclusive offering.

Behind the scenes, we've been making substantial operational enhancements. We've welcomed strategic additions to our management team, integrating cutting-edge CRM and automation tools to fortify our systems. We've also engaged top-tier specialist partners to uphold the highest governance and compliance standards.

Oakmount and Partners Ltd. Apollos Muse - Luxury & Sophistication.

Posted on 20th September 2023 at 14:57

Sculpted from experience, built for success.

Celebrating the one-year anniversary of @Cosmoss with the incredible Kate Moss at the exclusive Bacchanalia in Mayfair. 🥂

In the heart of Mayfair, nestled among London's elite, Oakmount and Partners and Glenn King, CEO had the distinct privilege of attending the first-anniversary celebration of Cosmoss by Kate Moss.

This exclusive event at the renowned Apollos Muse, a private members' club marked a year of glamour, style, and success.

''It was an honour, as a member, to be invited to this extraordinary private party at the prestigious members-only club, Apollos Muse, alongside industry leaders, musicians, fashion elite, and Richard Caring, owner of Bacchanalia.''

From the moment we stepped into the lavish venue, we were greeted by impeccable service and a breathtaking display of decadence in keeping with the prestige of Bacchanalia.

The event's setting was perfectly in line with the prestige of Cosmoss.

We were swept away into a world of pure indulgence at the members-only private party, celebrating the iconic supermodel Kate Moss.

Held within the confines of the exclusive members club, the ambience was enchanting, with a dazzling glow over the beautifully adorned space.

Oakmount and Partners Ltd. The World of Initial Public Offerings.

Posted on 24th August 2023 at 15:47

Sculpted from experience, built for success.

What is an IPO?

An IPO marks a pivotal moment in a company's journey, transitioning from being privately held to becoming a publicly traded entity. It's an invitation for investors to be a part of a company's growth story from the beginning.

Why Consider Investing in IPOs?

Early Entry into Promising Ventures:

IPOs provide the chance to invest in promising companies in their early stages, often before they become household names.

This early entry potential can lead to substantial gains as the company flourishes.