Oakmount & Partners Ltd is entering 2026 with an expanded platform, a strengthened balance of capabilities and a series of initiatives intended to support long-term growth, following what the firm describes as a year of “steady, strategic progress”.
In its year-end letter to clients and partners, the investment & consultancy firm said 2025 had been shaped by “disciplined execution, measured expansion, and strong forward momentum”, set against a backdrop of shifting global markets, regulatory developments and rapid changes in technology and capital flows.
The firm said its focus throughout the year had remained on “delivering clarity, stability, and high-calibre value to the individuals and corporates who choose to work with us”.
Major development
A central development during the year was the acquisition and integration of New Capital Group, described by Oakmount as “a deliberate alignment of values, capability, and long-term ambition”.
The firm said the integration had already expanded its talent base, increased client acquisition and strengthened internal infrastructure, adding that the combined organisation would enter 2026 “with greater depth, sharper capability, and a strengthened capacity for growth”.
Alongside this integration, Oakmount highlighted progress at Intergroup Mining, which has submitted an F-1 registration statement to the US Securities and Exchange Commission through the EDGAR system.
The firm said the filing marked “a major regulatory milestone” in the company’s progress towards a public listing, reflecting its “operational readiness, governance standards, and regulatory maturity”. Oakmount said it would continue to monitor developments on behalf of eligible clients as the process advances.
Bond programme
Another initiative outlined in the letter is a planned £500 million listed bond programme, intended to provide eligible investors with access to what the firm described as “professionally structured, transparent, and long-term fixed-income opportunities”.
According to Oakmount, capital is expected to be deployed across social and affordable housing, care homes, retirement villages, multi-let industrial assets, retail warehouse parks and selective property development.
The firm said all deployments would be undertaken with vetted joint-venture partners and governed by due diligence processes, risk frameworks and ongoing legal and trustee oversight.
Oakmount said the bond programme would strengthen its capital markets capability and complement its consultancy and investment platforms, forming part of a broader wealth-creation and capital-solutions division.
It described the initiative as “a significant step in expanding our market-listed investment offering and supporting long-term capital efficiency for clients”.
Progress adds to the valuation
The firm also disclosed that it currently holds an independent valuation “in the upper-quartile range of approximately £18 million”, which it said reflected “nearly two decades of disciplined progress, consistent execution, and a deliberate focus on building a resilient, well-governed business”.
Oakmount emphasised that it views valuation “not as an objective in itself, but as a by-product of doing the right things over time”, with attention focused on governance, capability, capital discipline and the quality of relationships rather than growth for its own sake.
Looking ahead, Oakmount set out a strategic roadmap for 2026 that includes continued institutional expansion, the launch of the listed bond programme, the growth of structured credit and private placement offerings, and further investment in technology, analytics and client-experience systems.
Long-term progress
The firm also identified long-term opportunities across commodities, critical minerals, infrastructure-linked credit, private equity co-investment and regulated digital-asset strategies.
Throughout the letter, Oakmount repeatedly returned to the theme of long-term stewardship.
“Our objective has always been to build a firm that thinks beyond the immediate horizon,” it said, adding that success is measured not by transactions or headlines, but by “the durability of our relationships, the consistency of our decision-making, and the confidence our clients place in us during both favourable and challenging market periods”.
As it approaches two decades in business, the firm said it remains focused on acting as “a steward, not just of capital, but of trust”, with an emphasis on sustainability, accountability and thinking “in years and decades rather than quarters”.