Welcome message from the Chairman
“Oberon is a boutique financial institution providing a personalised wealth management service for
retail and professional clients and corporate broking services to small and mid-cap companies.
The Directors believe that there is a market opportunity for an entrepreneurial based fund, wealth and
advisory business giving clients a bespoke service tailored to their needs. The recent polarisation of
ever-larger groups has forced clients into pooled assets and away from stock and asset selection and
the ability to take managed and defined risk and reward in investment decisions. Oberon’s flexible,
client focused and results-based approach is attracting both new business and capable fund
managers from competitors.
Oberon’s growth strategy targets the organic growth of assets under administration (‘AUA’) in the
wealth management division, the acquisition of complementary wealth management businesses, and
the creation of a trusted brand for the provision of advisory and fundraising services for companies in
the small and mid-cap corporate sectors.
We are very excited at the prospect of turning Oberon into a well-known and respected brand in the
financial sector in the next few years.”