The value of investments can fall as well as rise. Investors may get back less than they invested. Past performance is not a reliable indicator of future results. Capital at Risk.
Character shows.
It’s who we are,
It’s who you are.
It’s what sets us apart.
Oberon is a Boutique Financial Services Group
We provide a broad offering with five distinct divisions.
Built on relationships, defined by character.
Whilst these divisions offer different services, they are united by a common ethos. One based on character. Understanding your character and your financial aims. Understanding the character of the markets we operate in and delivering our services with our own character.
Specialists with a personal touch.
Each of our divisions is comprised of a specialist team who are experts in their field. We take pride in personal accountability. Our boutique size allows us to deliver our expertise with a personal touch and a traditional style of service.
Where expertise meets genuine connection.
Whether you are a private or corporate client, you will have a close personal relationship with your contact at Oberon.
Our Divisions
Our five divisions offer a diverse set of financial services. The clients we provide these services to are just as diverse. The breadth of our offering allows us a deeper understanding of markets, a wider view and a wealth of combined experience. These characteristics underpin our entrepreneurial approach. One that provides studied, nuanced and tailored investment advice across all of our divisions.
Investment Management
We help ensure you achieve your financial goals by offering truly bespoke client portfolios.
Strategic Financial Planning
Our team understands the unique aspirations and needs of our discerning clients.
Private Ventures
We connect your private business with the right investors to help you grow.
Corporate Advisory
Providing full market access and fundraising capabilities to clients.
Asset Management
Our highly experienced Asset Management team specialises in the small to mid-cap investment space.
Our Strength Lies in Our People
People
Our success is driven by our most valuable asset: our people. We have grown a team of educated and highly experienced professionals who bring a blend of talent, qualification and capability to everything we do.
Process
At Oberon, our successful process is built on a foundation of expertise, personalised service, and innovative strategies. We begin by deeply understanding your unique needs and goals, ensuring that every solution is tailored specifically for you.
Product
We offer a broad product range, including Investment Management across Public & Private markets, Financial Planning, Asset Management, as well as Corporate Advisory & Broking, all designed to help you achieve strong returns.
