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.

OBERON GROUP

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.”

Mike Cuthbert
(Non-exec Chairman)