Bringing together decades of experience
Oberon Group is a financial boutique comprising three divisions: Investment Management, Wealth Planning and Corporate Advisory & Broking.
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.
As a boutique we can offer clients the personal attention of a private office whilst delivering the capabilities, contacts, and services of a large institution.
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.
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.
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.
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.