William Lamond

Investment Director - Jersey

William Lamond

Investment Director - Jersey

William has more than 21 years of experience in fund management and wealth management, having previously worked at Lloyds TSB Fund Managers Bank and Canaccord Genuity (formerly Collins Stewart). He is a Chartered Wealth Manager and a Fellow member of the Chartered Institute for Securities & Investment (CISI), holding the Private Client Investment Advice and Management qualification and the CISI Certificate in Securities. He splits his time between investment research activities and advising high/ultra-high net worth private clients, family offices and charities.

It has come to our attention that certain individuals are falsely claiming to represent Oakglen Wealth Limited, using identity to falsely obtain goods or services from third parties. These fraudsters may be soliciting credit or other financial transactions under our name. We advise that any request for credit or advance payment of goods or services made on behalf of Oakglen Wealth Limited be treated with suspicion unless confirmed directly through the official contact details provided on this website. We strongly encourage you to contact us immediately if you are approached with any such requests. Oakglen Wealth Limited fully rejects any liability for losses, damages, or fraudulent activity that may arise from interactions with fraudsters.

X