Oberon Investments Group

Oberon Investments Group is a UK-based investment firm specializing in managing and advising on a diverse portfolio of assets. The firm offers a broad range of financial services through five distinct divisions: Investment Management, Strategic Financial Planning, Private Ventures, Corporate Advisory, and Asset Management. Each division is staffed by specialists who provide personalized services tailored to the unique needs of their clients. The firm's boutique size allows for a high level of personal accountability and a traditional style of service, ensuring that clients receive expert advice with a personal touch.

The firm's investment strategy is characterized by a focus on private equity, real estate, and venture capital across various stages, including seed, early stage, growth, late stage, pre-IPO, buyout, turnaround, and distressed investments. Oberon Investments Group primarily operates within the United Kingdom, targeting a wide array of industries such as technology, healthcare, financial services, consumer goods, energy, media, telecommunications, retail, manufacturing, transportation, education, agriculture, construction, pharmaceuticals, and biotechnology. This diverse industry focus enables the firm to leverage its expertise and network to identify and capitalize on investment opportunities across multiple sectors.

Oberon Investments Group has demonstrated a strong track record in the financial services sector. In the fiscal year ending March 31, 2025, the firm reported a 40% increase in revenue to £9.36 million, with assets under administration growing by £234 million through organic growth and new team hires. The firm's commitment to growth and expansion is further evidenced by its efforts to raise £5 million through two fundraising rounds during the fiscal year, both of which were considerably oversubscribed. Additionally, Oberon Investments Group has been actively involved in strategic initiatives, such as the proposed acquisition of the wealth management operations of WH Ireland Limited, reflecting its ongoing efforts to enhance its service offerings and market presence.

Oberon Investments Group's investment philosophy centers on building genuine relationships with clients and providing proactive solutions that reflect their individual goals. The firm's culture thrives on innovation and entrepreneurial thinking, fostering a dynamic, fast-paced environment where passionate professionals work together toward a shared purpose. This approach has enabled Oberon Investments Group to deliver personalized financial solutions while maintaining the capabilities of a much larger firm, ensuring that clients receive tailored services that meet their specific needs and objectives.