Home

The Oak Investment Partnership has now demerged. This means that our Partner Companies, Wise Investment, Wise Funds and Evenlode Investment Management are now three distinct independent and employee-owned companies.

This new structure will allow for greater simplicity and long-term alignment for the Partner Companies and their underlying operating structures and business models. The three companies remain on the same site and will continue to share a tremendous amount of mutual goodwill and a shared philosophy of delivering excellent investment services to our clients over the very long term.

Private Clients; our financial expertise leaves you to enjoy the things that really matter

Find out more

Long-established, diversified, multi-asset funds for growth and income

Find out more

Equity Investing; we invest in good companies for the long term

Find out more
CLOSE

Search