Phil brings over 36 years of industry experience to his role as the Head of Compliance at Oakglen Wealth. He began his investment management career in 1987 at Laing & Cruickshank, latterly under the ownership of Credit Lyonnais, before moving to UBS Wealth Management (UK) Ltd in 2004. In 2006, Phil was one of the founding Partners and Compliance Officer of Cheviot Asset Management as well as Compliance Officer of Toscafund in 2007. Cheviot was subsequently acquired by Bridgepoint in 2012, where the company was merged with Quilter and subsequently sold to Old Mutual as the combined Quilter Cheviot entity. Phil is a member of the Chartered Institute for Securities & Investment (CISI).
Phil Burbidge
Head of Compliance - UK