About Us
Company Background
Bringing together decades of experience
Oberon Group is a financial boutique comprising three divisions: Investment Management, Wealth Planning and Corporate Advisory & Broking.
Our Approach
A proactive and tailored approach...
At Oberon we believe in a proactive and tailored approach to each client.
Our complementary services mean that many clients use
Oberon for multiple purposes: we can support private clients in growing their wealth through our investment management division – Oberon Investments; help raise funds for a private venture or advise and guide them through a business sale or listing through Oberon Capital; and plan for retirement with Smythe House, our wealth planning and IFA department.
Our divisions
Oberon offers clients access to unique and compelling future opportunities
No two businesses or individuals have the same needs, values, or aspirations, so we start each relationship or transaction with a blank piece of paper and take time to acquire a deep understanding of the client’s requirements.
Our Approach
We acquire a deep understanding of the client’s requirements
No two businesses or individuals have the same needs, values, or aspirations, so we start each relationship or transaction with a blank piece of paper and take time to acquire a deep understanding of the client’s requirements.
Boutique
As a boutique we can offer clients the personal attention of a private office whilst delivering the capabilities, contacts, and services of 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 clients’ behalf will have been tailored to meet their specific needs. We take time getting 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 clients’ 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.