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Oberon Investments

Boutique UK financial services group offering investment management and corporate advisory to private and corporate clients

London, United KingdomFounded 1987oberoninvestments.comWebsite technologies

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  • New on EvolcAdded 2026-10-28

About Oberon Investments

Oberon Investments is a boutique financial services group headquartered in London. It is organised into five divisions: Investment Management, Strategic Financial Planning, Private Ventures, Corporate Advisory and Asset Management. Services include discretionary portfolio management, advisory investment, tax-efficient investment solutions, execution-only dealing, and access to IPOs and fundraising.

The group serves private clients who want to grow their wealth or plan for retirement, and corporate clients who need to raise funds. Private Ventures connects private businesses with investors, Corporate Advisory provides market access and fundraising support, and Asset Management focuses on small and mid-cap companies. Each client is assigned a close personal contact.

Oberon was founded in 1987. Besides London, it has an office in Exeter. The group publishes factsheets for its TM Oberon fund range, including the UK Core, UK Smaller Companies, UK Special Situations and Theseus funds.

Product: Discretionary portfolio management, financial planning, asset management, corporate advisory and broking, private ventures fundraising, and the TM Oberon fund range.

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