The firm will retain its primary office operation in Mayfair.

London-based SCD&Co has rebranded its wealth management business as Oakham Wealth Management, which was formalised on 15 December. 

The rebrand coincides with plans for several strategic partnerships, one of which is the recent partnership with KallCap Solutions for investment strategy and distribution, the firm said in a statement.

The firm will retain its primary office operation at 1 Berkeley Street in Mayfair, London.

Founder Paul Denley will continue to lead the firm as chief executive. Richard Morrison, who has been a portfolio manager with the firm since 2010, will continue to lead the investment process with Denley.

A strategic partnership has been formed with Francois Zagame and John Ventre of KallCap Solutions, both of whom will join the investment committee. Holly Marriott-Smalley will continue to lead the client relationship management team.

Oakham WM will continue to attract wealthy private clients to a suite of services including discretionary, advisory and execution only. The core offering will be a bespoke portfolio management service designed for clients of size £500,000 to £20 million, but the firm said there are also plans to increase the distribution of the its range of UK UCITS OEIC funds, which will also be rebranded in the near future.

“Oakham is well positioned to service the needs of private and professional clients and employ enhanced resources via our new strategic partners,” said Denley. “The industry has evolved significantly since we launched almost 15 years ago, and this marks the beginning of a new exciting chapter. In an industry that is consolidating aggressively, we are committed to remaining independent. I am convinced that a significant number of private and professional clients will continue to prefer dealing with a smart boutique firm than a large institution. One way to grow and expand without compromising these principles is to find talented partners who share our investment ethos, ethics and vision.” 

Denley added: “It is worth emphasising that in rebranding from SCD&Co to Oakham, the firm remains an independent owner-managed boutique, with all the benefits that brings, such as client focus and low levels of bureaucracy. The new strategic partnerships will allow us to broaden our network and reach new clients, but it does not change our focus or modus operandi. Our private client relationships remain our core business as they have done since the firm was launched in 2004.”