Oakglen Wealth
Company

Oakglen Wealth

Investment Management 3bx, Je 29 employees
Employees
29
Contacts
3
Emails
3

Oakglen Wealth Overview

Headquarters
3bx, Je
Industry
Investment Management
Employees
29
Founded
2016
Funding
,
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About Oakglen Wealth

Established in 2016, Oakglen Wealth is an independent investment manager combining service-oriented discretionary and advisory investment management. As an independently owned and managed business, part of the Oakglen Group, our clients are always the priority. Oakglen Wealth seeks to build enduring relationships, understanding individual needs and constructing strategies that help clients achieve superior outcomes. Oakglen’s distinctive network allows clients to access new investment opportunities and innovative ideas. Its highly personalised service is delivered by an experienced team and is powered by the very latest technology. Our services include: - Discretionary Investment Management Service - Advisory Investment Service - Specialist Investment Solutions Oakglen Wealth is part of Oakglen, a group of investment and operating companies with interests across the UK, Channel Islands, Europe and North America in the real estate, private equity and financial services sectors. IMPORTANT: - Oakglen Wealth (Jersey) Limited is regulated by the Jersey Financial Services Commission (JFSC) in Jersey (Registration No. 121454). - Oakglen Wealth Limited is registered in England and Wales (Company No. 13182724) and is authorised and regulated by the Financial Conduct Authority (FCA) in the UK (FRN 961763). Information published on Social Media (“LinkedIn”) by Oakglen Wealth is for information purposes only and must be read in conjunction with information posted on our website www.oakglenwealth.com

Oakglen Wealth Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage

Oakglen Wealth Org Chart

Sample employees and titles
Name Title Contact
Jeffrey Brummette Chief Investment Officer - Oakglen
Email
Dominic Tayler Managing Director Uk - Oakglen Wealth
Email
Richard Firth Consultant at Oakglen Wealth
Email
Philip Burbidge Compliance Officer at Oakglen Wealth
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Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile
Director 1 profile

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