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# Oakglen Wealth

Advisory and Discretionary Management

## Sitemaps

- [XML Sitemap](https://oakglenwealth.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Pages

- [Working in partnership with you - Oakglen Wealth](https://oakglenwealth.com/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”home-masthead oak-bg-video-center” _builder_version=”4.19.4″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2023/01/Highlands2-1920×1280-1.jpg” background_enable_video_mp4=”off” background_enable_video_webm=”off” background_video_width=”100%” min_height=”300px” height=”500px” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”SECTION – LOGO BG CONTENT 2″ _builder_version=”4.19.2″ _module_preset=”default” background_color=”#3a3e36″ background_enable_image=”off” background_size=”initial” custom_margin=”0px||0px||true|false” custom_padding=”40px||40px||true|false” border_color_all=”RGBA(0,0,0,0)” collapsed=”off” global_colors_info=”{}”][et_pb_row custom_padding_last_edited=”on|desktop” _builder_version=”4.18.0″ _module_preset=”default” background_enable_image=”off” background_size=”contain” background_position=”center_right” width=”90%” custom_margin=”0px||0px||false|false” custom_padding=”0px|100px|0px|100px|true|true” custom_padding_tablet=”0px|0px|0px|0px|true|true” custom_padding_phone=”” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”||||false|false” custom_padding_tablet=”0px|0px|0px|0px|false|false” custom_padding_phone=”||0px||false|false” custom_padding_last_edited=”on|tablet”
- [UK](https://oakglenwealth.com/uk/) - [et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”4.19.4″ _module_preset=”default” min_height=”300px” height=”50vw” max_height=”800px” locked=”off” global_colors_info=”{}”][et_pb_fullwidth_menu menu_id=”24″ active_link_color=”#000000″ _builder_version=”4.27.4″ _module_preset=”default” menu_font=”|600|||||||” menu_text_color=”#000000″ menu_font_size=”16px” background_color=”#85AF5D” global_colors_info=”{}”][/et_pb_fullwidth_menu][et_pb_fullwidth_slider show_arrows=”off” show_pagination=”off” use_bg_overlay=”off” use_text_overlay=”off” admin_label=”Fullwidth Slider” module_class=”mrh_oak_carousel mrh_oak_carousel_home” _builder_version=”4.27.4″ _module_preset=”default” text_orientation=”left” content_max_width=”1440px” custom_padding=”|20%|||false|false” custom_padding_tablet=”|10%|||false|false” custom_padding_phone=”|0%|||false|false” custom_padding_last_edited=”on|phone” animation_style=”fade” animation_speed_curve=”linear” auto=”on” auto_ignore_hover=”on” global_colors_info=”{}”][et_pb_slide heading=”Welcome to Oakglen” _builder_version=”4.19.4″ _module_preset=”default” background_image=”https://oakglenwealth.com/wp-content/uploads/2023/01/Highlands2-1920×1280-1.jpg” background_enable_image=”on” button_rel=”off|off|off|off|off” text_orientation=”left” global_colors_info=”{}” sticky_transition=”on”]Working in partnership with you,
- [Jersey](https://oakglenwealth.com/je/) - [et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”4.19.4″ _module_preset=”default” min_height=”300px” height=”50vw” max_height=”800px” locked=”off” global_colors_info=”{}”][et_pb_fullwidth_slider use_bg_overlay=”off” use_text_overlay=”off” admin_label=”Fullwidth Slider” module_class=”mrh_oak_carousel mrh_oak_carousel_home” _builder_version=”4.19.4″ _module_preset=”default” text_orientation=”left” content_max_width=”1440px” custom_padding=”|20%|||false|false” custom_padding_tablet=”|10%|||false|false” custom_padding_phone=”|0%|||false|false” custom_padding_last_edited=”on|phone” animation_style=”fade” animation_speed_curve=”linear” auto=”on” auto_ignore_hover=”on” global_colors_info=”{}”][et_pb_slide heading=”Welcome to Oakglen” _builder_version=”4.19.4″ _module_preset=”default” background_image=”https://oakglenwealth.com/wp-content/uploads/2023/01/Highlands2-1920×1280-1.jpg” background_enable_image=”on” button_rel=”off|off|off|off|off” text_orientation=”left” global_colors_info=”{}” sticky_transition=”on”]Working in partnership with you, investing for today and tomorrow[/et_pb_slide][et_pb_slide heading=”Welcome to Oakglen” _builder_version=”4.19.4″ _module_preset=”default” background_image=”https://oakglenwealth.com/wp-content/uploads/2023/01/Highlands1-1920×1280-1.jpg”
- [Oakglen Wealth Planning](https://oakglenwealth.com/planning/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=” oak-overlay” _builder_version=”4.27.4″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2025/07/Aerial-View-of-Jersey-Channel-Islands-scaled.jpeg” min_height=”500px” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” background_last_edited=”on|phone” collapsed=”on” global_colors_info=”{}”][et_pb_row make_equal=”on” custom_padding_last_edited=”on|phone” module_class=”mrh_center_vertical” _builder_version=”4.18.0″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” positioning=”absolute” position_origin_a=”center_center” z_index=”83″ width=”90%” min_height_tablet=”” min_height_phone=”” min_height_last_edited=”on|tablet” custom_margin=”0px|0px|0px|0px|false|true” custom_padding=”40px|0px||0px|false|true” custom_padding_tablet=”100px|0px|100px|0px|true|true” custom_padding_phone=”50px||50px||true|true” border_color_all=”RGBA(255,255,255,0)” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” custom_padding_tablet=”|0px||0px|false|true” custom_padding_phone=”” custom_padding_last_edited=”on|phone” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”][et_pb_text admin_label=”HEADING” _builder_version=”4.27.4″ _module_preset=”default” header_font=”||||||||” header_text_color=”#FFFFFF” max_width=”80%” custom_margin=”0px||0em||false|false” custom_padding=”0px|8px|0px||true|false” header_font_size_tablet=”50px”
- [Investment Strategies](https://oakglenwealth.com/uk/investment-strategies/) - [et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_fullwidth_menu menu_id=”24″ active_link_color=”#000000″ _builder_version=”4.27.4″ _module_preset=”default” menu_font=”|600|||||||” menu_text_color=”#000000″ menu_font_size=”16px” background_color=”#85AF5D” global_colors_info=”{}”][/et_pb_fullwidth_menu][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”home-masthead oak-bg-video-center oak-overlay oak-masthead” _builder_version=”4.20.4″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2023/03/wolfgang-hasselmann-pe-GUtsGMsM-unsplash.jpg” background_position=”bottom_center” background_vertical_offset=”25%” background_enable_video_mp4=”off” background_enable_video_webm=”off” background_video_width=”100%” min_height=”300px” height=”488px” height_tablet=”350px” height_phone=”397px” height_last_edited=”on|phone” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][et_pb_row make_equal=”on” custom_padding_last_edited=”on|phone” module_class=”mrh_center_vertical” _builder_version=”4.19.2″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” positioning=”absolute” position_origin_a=”center_center” z_index=”83″ width=”90%” min_height_tablet=”” min_height_phone=”” min_height_last_edited=”on|tablet” custom_margin=”0px|0px|0px|0px|false|true” custom_padding=”40px|0px||0px|false|true”
- [Privacy Policy](https://oakglenwealth.com/planning/privacy-policy/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=” oak-overlay” _builder_version=”4.19.2″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2022/12/masthead-wild.jpg” min_height=”500px” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.19.4″ _module_preset=”default” background_color=”#393E34″ custom_padding=”15px||10px||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.18.0″ _module_preset=”default” width=”90%” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” global_colors_info=”{}”][et_pb_text _builder_version=”4.20.4″ _module_preset=”default” text_text_color=”#304917″ header_text_color=”#FFFFFF” custom_margin=”||||false|false” custom_padding=”|||0px||” global_colors_info=”{}”]Client Privacy Notice[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”SECTION – STATIC” _builder_version=”4.19.2″ _module_preset=”default” background_color=”#DDE1D4″ background_enable_image=”off” background_size=”initial” custom_margin=”0px||0px||true|false” custom_padding=”115px||0px||false|false” locked=”off” global_colors_info=”{}”][et_pb_row custom_padding_last_edited=”on|phone” _builder_version=”4.16″ _module_preset=”default”
- [Meet the Team](https://oakglenwealth.com/uk/meet-the-team/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”home-masthead oak-bg-video-center oak-overlay oak-masthead” _builder_version=”4.20.4″ _module_preset=”default” background_color=”#DDE1D4″ background_image=”https://oakglenwealth.com/wp-content/uploads/2023/03/tim-mossholder-DnRG-ekYYGs-unsplash.jpg” background_enable_video_mp4=”off” background_enable_video_webm=”off” background_video_width=”100%” min_height=”300px” height=”488px” height_tablet=”350px” height_phone=”397px” height_last_edited=”on|phone” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][et_pb_row make_equal=”on” custom_padding_last_edited=”on|phone” module_class=”mrh_center_vertical” _builder_version=”4.18.0″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” positioning=”absolute” position_origin_a=”center_center” z_index=”83″ width=”90%” min_height_tablet=”” min_height_phone=”” min_height_last_edited=”on|tablet” custom_margin=”0px|0px|0px|0px|false|true” custom_padding=”40px|0px||0px|false|true” custom_padding_tablet=”100px|0px|100px|0px|true|true” custom_padding_phone=”50px||50px||true|true” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” custom_padding_tablet=”|0px||0px|false|true” custom_padding_phone=”” custom_padding_last_edited=”on|phone” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”][et_pb_text admin_label=”HEADING” _builder_version=”4.20.4″ _module_preset=”default”
- [Meet the Team](https://oakglenwealth.com/je/meet-the-team/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”home-masthead oak-bg-video-center oak-overlay oak-masthead” _builder_version=”4.20.4″ _module_preset=”default” background_color=”#DDE1D4″ background_image=”https://oakglenwealth.com/wp-content/uploads/2023/03/tim-mossholder-DnRG-ekYYGs-unsplash.jpg” background_enable_video_mp4=”off” background_enable_video_webm=”off” background_video_width=”100%” min_height=”300px” height=”488px” height_tablet=”350px” height_phone=”397px” height_last_edited=”on|phone” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][et_pb_row make_equal=”on” custom_padding_last_edited=”on|phone” module_class=”mrh_center_vertical” _builder_version=”4.18.0″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” positioning=”absolute” position_origin_a=”center_center” z_index=”83″ width=”90%” min_height_tablet=”” min_height_phone=”” min_height_last_edited=”on|tablet” custom_margin=”0px|0px|0px|0px|false|true” custom_padding=”40px|0px||0px|false|true” custom_padding_tablet=”100px|0px|100px|0px|true|true” custom_padding_phone=”50px||50px||true|true” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” custom_padding_tablet=”|0px||0px|false|true” custom_padding_phone=”” custom_padding_last_edited=”on|phone” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”][et_pb_text admin_label=”HEADING” _builder_version=”4.20.4″ _module_preset=”default”
- [Meet the Team](https://oakglenwealth.com/planning/meet-the-team/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”home-masthead oak-bg-video-center oak-overlay oak-masthead” _builder_version=”4.20.4″ _module_preset=”default” background_color=”#DDE1D4″ background_image=”https://oakglenwealth.com/wp-content/uploads/2023/03/tim-mossholder-DnRG-ekYYGs-unsplash.jpg” background_enable_video_mp4=”off” background_enable_video_webm=”off” background_video_width=”100%” min_height=”300px” height=”488px” height_tablet=”350px” height_phone=”397px” height_last_edited=”on|phone” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][et_pb_row make_equal=”on” custom_padding_last_edited=”on|phone” module_class=”mrh_center_vertical” _builder_version=”4.18.0″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” positioning=”absolute” position_origin_a=”center_center” z_index=”83″ width=”90%” min_height_tablet=”” min_height_phone=”” min_height_last_edited=”on|tablet” custom_margin=”0px|0px|0px|0px|false|true” custom_padding=”40px|0px||0px|false|true” custom_padding_tablet=”100px|0px|100px|0px|true|true” custom_padding_phone=”50px||50px||true|true” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” custom_padding_tablet=”|0px||0px|false|true” custom_padding_phone=”” custom_padding_last_edited=”on|phone” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”][et_pb_text admin_label=”HEADING” _builder_version=”4.20.4″ _module_preset=”default”
- [Privacy & Cookie Policy](https://oakglenwealth.com/uk/privacy-and-cookie-policy/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”mrh-bg-zoom2XXX oak-overlay” _builder_version=”4.19.2″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2022/12/masthead-wild.jpg” min_height=”500px” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.19.4″ _module_preset=”default” background_color=”#393E34″ custom_padding=”15px||10px||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.18.0″ _module_preset=”default” width=”90%” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.18.0″ _module_preset=”default” text_text_color=”#304917″ header_text_color=”#FFFFFF” global_colors_info=”{}” theme_builder_area=”post_content”]Privacy & Cookie Policy[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”SECTION – STATIC” _builder_version=”4.19.2″ _module_preset=”default” background_color=”#dde1d4″ background_enable_image=”off” background_size=”initial” custom_margin=”0px||0px||true|false” custom_padding=”115px||0px||false|false” locked=”off”
- [Complaints](https://oakglenwealth.com/uk/complaints/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”mrh-bg-zoom2XXX oak-overlay” _builder_version=”4.19.2″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2022/12/masthead-wild.jpg” min_height=”500px” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.19.4″ _module_preset=”default” background_color=”#393E34″ custom_padding=”15px||10px||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.18.0″ _module_preset=”default” width=”90%” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.18.0″ _module_preset=”default” text_text_color=”#304917″ header_text_color=”#FFFFFF” global_colors_info=”{}” theme_builder_area=”post_content”]Complaints[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”SECTION – STATIC” _builder_version=”4.19.2″ _module_preset=”default” background_color=”#dde1d4″ background_enable_image=”off” background_size=”initial” width=”100%” custom_margin=”0px||0px||true|false” custom_padding=”115px||0px||false|false” locked=”off” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row
- [Regulatory Disclosures](https://oakglenwealth.com/uk/regulatory-disclosures/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”mrh-bg-zoom2xxx oak-overlay” _builder_version=”4.19.2″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2022/12/masthead-wild.jpg” min_height=”500px” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.19.4″ _module_preset=”default” background_color=”#393E34″ custom_padding=”15px||10px||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.18.0″ _module_preset=”default” width=”90%” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.20.4″ _module_preset=”default” text_text_color=”#304917″ header_text_color=”#FFFFFF” global_colors_info=”{}” theme_builder_area=”post_content”]Regulatory Disclosures[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”SECTION – STATIC” _builder_version=”4.19.2″ _module_preset=”default” background_color=”#dde1d4″ background_enable_image=”off” background_size=”initial” custom_margin=”0px||0px||true|false” custom_padding=”115px||0px||false|false” locked=”off” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row
- [Oakglen Wealth Investment Seminar Roundup](https://oakglenwealth.com/uk/investment-seminar-roundup/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=” oak-overlay” _builder_version=”4.21.0″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2023/12/matthias-wagner-QrqeusbpFMM-unsplash-scaled.jpg” min_height=”500px” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” background_last_edited=”on|phone” global_colors_info=”{}” theme_builder_area=”post_content”][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”SECTION – STATIC” _builder_version=”4.19.2″ _module_preset=”default” background_color=”#DDE1D4″ background_enable_image=”off” background_size=”initial” custom_margin=”0px||0px||true|false” custom_padding=”115px||0px||false|false” locked=”off” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row custom_padding_last_edited=”on|phone” _builder_version=”4.16″ _module_preset=”default” background_enable_image=”off” background_size=”initial” background_position=”center_left” width=”90%” custom_margin=”0px||0px||false|false” custom_padding=”0px|0px|100px|0px|false|true” custom_padding_tablet=”|0px|100px|0px|false|false” custom_padding_phone=”|0px||0px|false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”|100px||100px|false|true” custom_padding_tablet=”|0px||0px|false|false” custom_padding_phone=”|||0px|false|false” custom_padding_last_edited=”on|phone” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default”
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- [Invest in Purpose: Oakglen Wealth for Charities](https://oakglenwealth.com/uk/charities/) - [et_pb_section fb_built=”1″ fullwidth=”on” admin_label=”FOOTER MENU” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_fullwidth_menu menu_id=”24″ active_link_color=”#000000″ _builder_version=”4.27.4″ _module_preset=”default” menu_font=”|600|||||||” menu_text_color=”#000000″ menu_font_size=”16px” background_color=”#85AF5D” global_colors_info=”{}”][/et_pb_fullwidth_menu][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=” oak-overlay” _builder_version=”4.27.0″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2025/01/chris-ried-kM6B0ic_JfY-unsplash-1-scaled.jpg” min_height=”500px” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” background_last_edited=”on|phone” global_colors_info=”{}”][et_pb_row make_equal=”on” custom_padding_last_edited=”on|phone” module_class=”mrh_center_vertical” _builder_version=”4.18.0″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” positioning=”absolute” position_origin_a=”center_center” z_index=”83″ width=”90%” min_height_tablet=”” min_height_phone=”” min_height_last_edited=”on|tablet” custom_margin=”0px|0px|0px|0px|false|true” custom_padding=”40px|0px||0px|false|true” custom_padding_tablet=”100px|0px|100px|0px|true|true” custom_padding_phone=”50px||50px||true|true” border_color_all=”RGBA(255,255,255,0)” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default”
- [Our Offering](https://oakglenwealth.com/uk/our-offering/) - [et_pb_section fb_built=”1″ fullwidth=”on” theme_builder_area=”post_content” _builder_version=”4.27.4″ _module_preset=”default”][et_pb_fullwidth_menu _builder_version=”4.27.4″ _module_preset=”default” theme_builder_area=”post_content” menu_id=”24″ background_color=”#85AF5D” active_link_color=”#000000″ menu_font=”|600|||||||” menu_font_size=”16px” menu_text_color=”#000000″ hover_enabled=”0″ sticky_enabled=”0″][/et_pb_fullwidth_menu][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”home-masthead oak-bg-video-center oak-overlay oak-masthead” _builder_version=”4.20.4″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2023/03/pexels-serge-baeyens-218505.jpg” background_size=”custom” background_image_width=”100%” background_enable_video_mp4=”off” background_enable_video_webm=”off” background_video_width=”100%” min_height=”300px” height=”488px” height_tablet=”350px” height_phone=”397px” height_last_edited=”on|phone” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” background_last_edited=”on|phone” background_size_phone=”cover” background_image_width_phone=”0%” locked=”off” global_colors_info=”{}”][et_pb_row make_equal=”on” custom_padding_last_edited=”on|phone” module_class=”mrh_center_vertical” _builder_version=”4.19.4″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” positioning=”absolute” position_origin_a=”center_center” z_index=”83″
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- [Who We Help](https://oakglenwealth.com/uk/who-we-help/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”home-masthead oak-bg-video-center oak-overlay oak-masthead” _builder_version=”4.20.4″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2023/04/dominik-van-opdenbosch-Bjis2abz9Og-unsplash.jpg” background_enable_video_mp4=”off” background_enable_video_webm=”off” background_video_width=”100%” min_height=”300px” height=”488px” height_tablet=”350px” height_phone=”397px” height_last_edited=”on|phone” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” locked=”off” global_colors_info=”{}”][et_pb_row make_equal=”on” custom_padding_last_edited=”on|phone” module_class=”mrh_center_vertical” _builder_version=”4.19.4″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” positioning=”absolute” position_origin_a=”center_center” z_index=”83″ width=”90%” min_height_tablet=”” min_height_phone=”” min_height_last_edited=”on|tablet” custom_margin=”0px|0px|0px|0px|false|true” custom_padding=”40px|0px||0px|false|true” custom_padding_tablet=”100px|0px|100px|0px|true|true” custom_padding_phone=”50px||50px||true|true” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” custom_padding_tablet=”|0px||0px|false|true” custom_padding_phone=”” custom_padding_last_edited=”on|phone” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”][et_pb_text admin_label=”HEADING” _builder_version=”4.19.4″
- [Privacy & Cookie Policy](https://oakglenwealth.com/planning/privacy-cookie-policy/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”mrh-bg-zoom2XXX oak-overlay” _builder_version=”4.19.2″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2022/12/masthead-wild.jpg” min_height=”500px” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.19.4″ _module_preset=”default” background_color=”#393E34″ custom_padding=”15px||10px||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.18.0″ _module_preset=”default” width=”90%” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” global_colors_info=”{}”][et_pb_text _builder_version=”4.20.4″ _module_preset=”default” text_text_color=”#304917″ header_text_color=”#FFFFFF” global_colors_info=”{}”]Privacy & Cookie Policy[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”SECTION – STATIC” _builder_version=”4.19.2″ _module_preset=”default” background_color=”#dde1d4″ background_enable_image=”off” background_size=”initial” custom_margin=”0px||0px||true|false” custom_padding=”115px||0px||false|false” locked=”off” global_colors_info=”{}”][et_pb_row custom_padding_last_edited=”on|phone” _builder_version=”4.16″ _module_preset=”default” background_enable_image=”off”
- [Contact](https://oakglenwealth.com/planning/contact/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”home-masthead oak-bg-video-center oak-overlay oak-masthead” _builder_version=”4.20.4″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2023/03/pexels-helena-lopes-3045198.jpg” background_enable_video_mp4=”off” background_enable_video_webm=”off” background_video_width=”100%” min_height=”300px” height=”488px” height_tablet=”350px” height_phone=”397px” height_last_edited=”on|phone” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” custom_css_after=”||” global_colors_info=”{}”][et_pb_row make_equal=”on” custom_padding_last_edited=”on|phone” module_class=”mrh_center_vertical” _builder_version=”4.19.2″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” positioning=”absolute” position_origin_a=”center_center” z_index=”83″ width=”90%” min_height_tablet=”” min_height_phone=”” min_height_last_edited=”on|tablet” custom_margin=”0px|0px|0px|0px|false|true” custom_padding=”40px|0px||0px|false|true” custom_padding_tablet=”100px|0px|100px|0px|true|true” custom_padding_phone=”50px||50px||true|true” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” custom_padding_tablet=”|0px||0px|false|true” custom_padding_phone=”” custom_padding_last_edited=”on|phone” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”][et_pb_text admin_label=”HEADING” _builder_version=”4.20.4″
- [Complaints](https://oakglenwealth.com/planning/complaints/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”mrh-bg-zoom2XXX oak-overlay” _builder_version=”4.19.2″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2022/12/masthead-wild.jpg” min_height=”500px” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.19.4″ _module_preset=”default” background_color=”#393E34″ custom_padding=”15px||10px||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.18.0″ _module_preset=”default” width=”90%” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” global_colors_info=”{}”][et_pb_text _builder_version=”4.20.4″ _module_preset=”default” text_text_color=”#304917″ header_text_color=”#FFFFFF” global_colors_info=”{}”]Complaints[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”SECTION – STATIC” _builder_version=”4.19.2″ _module_preset=”default” background_color=”#dde1d4″ background_enable_image=”off” background_size=”initial” width=”100%” custom_margin=”0px||0px||true|false” custom_padding=”115px||0px||false|false” locked=”off” global_colors_info=”{}”][et_pb_row custom_padding_last_edited=”on|phone” _builder_version=”4.16″ _module_preset=”default” background_enable_image=”off” background_size=”initial” background_position=”center_left”
- [Investment Strategies](https://oakglenwealth.com/je/investment-strategies/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”home-masthead oak-bg-video-center oak-overlay oak-masthead” _builder_version=”4.20.4″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2023/03/wolfgang-hasselmann-pe-GUtsGMsM-unsplash.jpg” background_position=”bottom_center” background_vertical_offset=”25%” background_enable_video_mp4=”off” background_enable_video_webm=”off” background_video_width=”100%” min_height=”300px” height=”488px” height_tablet=”350px” height_phone=”397px” height_last_edited=”on|phone” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][et_pb_row make_equal=”on” custom_padding_last_edited=”on|phone” module_class=”mrh_center_vertical” _builder_version=”4.19.2″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” positioning=”absolute” position_origin_a=”center_center” z_index=”83″ width=”90%” min_height_tablet=”” min_height_phone=”” min_height_last_edited=”on|tablet” custom_margin=”0px|0px|0px|0px|false|true” custom_padding=”40px|0px||0px|false|true” custom_padding_tablet=”100px|0px|100px|0px|true|true” custom_padding_phone=”50px||50px||true|true” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” custom_padding_tablet=”|0px||0px|false|true” custom_padding_phone=”” custom_padding_last_edited=”on|phone” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”][et_pb_text admin_label=”HEADING”
- [Privacy & Cookie Policy](https://oakglenwealth.com/je/privacy-and-cookie-policy/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”mrh-bg-zoom2XXX oak-overlay” _builder_version=”4.19.2″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2022/12/masthead-wild.jpg” min_height=”500px” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.19.4″ _module_preset=”default” background_color=”#393E34″ custom_padding=”15px||10px||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.18.0″ _module_preset=”default” width=”90%” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.20.4″ _module_preset=”default” text_text_color=”#304917″ header_text_color=”#FFFFFF” global_colors_info=”{}” theme_builder_area=”post_content”]Privacy & Cookie Policy[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”SECTION – STATIC” _builder_version=”4.19.2″ _module_preset=”default” background_color=”#dde1d4″ background_enable_image=”off” background_size=”initial” custom_margin=”0px||0px||true|false” custom_padding=”115px||0px||false|false” locked=”off”
- [Complaints](https://oakglenwealth.com/je/complaints/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”mrh-bg-zoom2XXX oak-overlay” _builder_version=”4.19.2″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2022/12/masthead-wild.jpg” min_height=”500px” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.19.4″ _module_preset=”default” background_color=”#393E34″ custom_padding=”15px||10px||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.18.0″ _module_preset=”default” width=”90%” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.20.4″ _module_preset=”default” text_text_color=”#304917″ header_text_color=”#FFFFFF” global_colors_info=”{}” theme_builder_area=”post_content”]Complaints[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”SECTION – STATIC” _builder_version=”4.19.2″ _module_preset=”default” background_color=”#dde1d4″ background_enable_image=”off” background_size=”initial” width=”100%” custom_margin=”0px||0px||true|false” custom_padding=”115px||0px||false|false” locked=”off” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row
- [Contact](https://oakglenwealth.com/je/contact/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”home-masthead oak-bg-video-center oak-overlay oak-masthead” _builder_version=”4.20.4″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2023/03/pexels-helena-lopes-3045198.jpg” background_enable_video_mp4=”off” background_enable_video_webm=”off” background_video_width=”100%” min_height=”300px” height=”488px” height_tablet=”350px” height_phone=”397px” height_last_edited=”on|phone” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” custom_css_after=”||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row make_equal=”on” custom_padding_last_edited=”on|phone” module_class=”mrh_center_vertical” _builder_version=”4.19.2″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” positioning=”absolute” position_origin_a=”center_center” z_index=”83″ width=”90%” min_height_tablet=”” min_height_phone=”” min_height_last_edited=”on|tablet” custom_margin=”0px|0px|0px|0px|false|true” custom_padding=”40px|0px||0px|false|true” custom_padding_tablet=”100px|0px|100px|0px|true|true” custom_padding_phone=”50px||50px||true|true” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” custom_padding_tablet=”|0px||0px|false|true” custom_padding_phone=”” custom_padding_last_edited=”on|phone” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”
- [Statement of Commitment to the UK Stewardship Code](https://oakglenwealth.com/uk/statement-of-commitment-to-the-uk-stewardship-code/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=” oak-overlay” _builder_version=”4.19.2″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2022/12/masthead-wild.jpg” min_height=”500px” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.19.4″ _module_preset=”default” background_color=”#393E34″ custom_padding=”15px||10px||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.18.0″ _module_preset=”default” width=”90%” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.20.4″ _module_preset=”default” text_text_color=”#304917″ header_text_color=”#FFFFFF” custom_margin=”||||false|false” custom_padding=”|||0px||” global_colors_info=”{}” theme_builder_area=”post_content”]Statement of Commitment to the UK Stewardship Code[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”SECTION – STATIC” _builder_version=”4.19.2″ _module_preset=”default”
- [Client Privacy Notice](https://oakglenwealth.com/uk/client-privacy-notice/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=” oak-overlay” _builder_version=”4.19.2″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2022/12/masthead-wild.jpg” min_height=”500px” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.19.4″ _module_preset=”default” background_color=”#393E34″ custom_padding=”15px||10px||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.18.0″ _module_preset=”default” width=”90%” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.19.4″ _module_preset=”default” text_text_color=”#304917″ header_text_color=”#FFFFFF” custom_margin=”||||false|false” custom_padding=”|||0px||” global_colors_info=”{}” theme_builder_area=”post_content”]Client Privacy Notice[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”SECTION – STATIC” _builder_version=”4.19.2″ _module_preset=”default” background_color=”#DDE1D4″ background_enable_image=”off” background_size=”initial” custom_margin=”0px||0px||true|false” custom_padding=”115px||0px||false|false”
- [Contact](https://oakglenwealth.com/uk/contact/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”home-masthead oak-bg-video-center oak-overlay oak-masthead” _builder_version=”4.20.4″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2023/03/pexels-helena-lopes-3045198.jpg” background_enable_video_mp4=”off” background_enable_video_webm=”off” background_video_width=”100%” min_height=”300px” height=”488px” height_tablet=”350px” height_phone=”397px” height_last_edited=”on|phone” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” custom_css_after=”||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row make_equal=”on” custom_padding_last_edited=”on|phone” module_class=”mrh_center_vertical” _builder_version=”4.19.2″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” positioning=”absolute” position_origin_a=”center_center” z_index=”83″ width=”90%” min_height_tablet=”” min_height_phone=”” min_height_last_edited=”on|tablet” custom_margin=”0px|0px|0px|0px|false|true” custom_padding=”40px|0px||0px|false|true” custom_padding_tablet=”100px|0px|100px|0px|true|true” custom_padding_phone=”50px||50px||true|true” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” custom_padding_tablet=”|0px||0px|false|true” custom_padding_phone=”” custom_padding_last_edited=”on|phone” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”
- [Investment Disclaimer](https://oakglenwealth.com/uk/investment-disclaimer/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”mrh-bg-zoom2xxx oak-overlay ” _builder_version=”4.19.2″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2022/12/masthead-wild.jpg” min_height=”500px” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.19.4″ _module_preset=”default” background_color=”#393E34″ custom_padding=”15px||10px||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.18.0″ _module_preset=”default” width=”90%” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.18.0″ _module_preset=”default” text_text_color=”#304917″ header_text_color=”#FFFFFF” global_colors_info=”{}” theme_builder_area=”post_content”]Investment Disclaimer[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”SECTION – STATIC” _builder_version=”4.19.2″ _module_preset=”default” background_color=”#dde1d4″ background_enable_image=”off” background_size=”initial” custom_margin=”0px||0px||true|false” custom_padding=”115px||0px||false|false” locked=”off” global_colors_info=”{}”
- [About Us](https://oakglenwealth.com/je/about-us/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”home-masthead oak-bg-video-center oak-overlay oak-masthead” _builder_version=”4.20.4″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2023/04/niko-photos-tGTVxeOr_Rs-unsplash-scaled.jpg” background_position=”bottom_center” background_vertical_offset=”18%” background_enable_video_mp4=”off” background_enable_video_webm=”off” background_video_width=”100%” width=”100%” max_width=”100%” min_height=”300px” height=”488px” height_tablet=”350px” height_phone=”397px” height_last_edited=”on|phone” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” background_last_edited=”on|phone” background_size_phone=”cover” background_position_phone=”center_left” locked=”off” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row make_equal=”on” custom_padding_last_edited=”on|phone” module_class=”mrh_center_vertical” _builder_version=”4.19.4″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” positioning=”absolute” position_origin_a=”center_center” z_index=”83″ width=”90%” min_height_tablet=”” min_height_phone=”” min_height_last_edited=”on|tablet” custom_margin=”0px|0px|0px|0px|false|true” custom_padding=”40px|0px||0px|false|true” custom_padding_tablet=”100px|0px|100px|0px|true|true” custom_padding_phone=”50px||50px||true|true” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.18.0″
- [Our Offering](https://oakglenwealth.com/je/our-offering/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”home-masthead oak-bg-video-center oak-overlay oak-masthead” _builder_version=”4.20.4″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2023/03/pexels-serge-baeyens-218505.jpg” background_size=”custom” background_image_width=”100%” background_enable_video_mp4=”off” background_enable_video_webm=”off” background_video_width=”100%” min_height=”300px” height=”488px” height_tablet=”350px” height_phone=”397px” height_last_edited=”on|phone” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” background_last_edited=”on|phone” background_size_phone=”cover” background_image_width_phone=”0%” locked=”off” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row make_equal=”on” custom_padding_last_edited=”on|phone” module_class=”mrh_center_vertical” _builder_version=”4.19.4″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” positioning=”absolute” position_origin_a=”center_center” z_index=”83″ width=”90%” min_height_tablet=”” min_height_phone=”” min_height_last_edited=”on|tablet” custom_margin=”0px|0px|0px|0px|false|true” custom_padding=”40px|0px||0px|false|true” custom_padding_tablet=”100px|0px|100px|0px|true|true” custom_padding_phone=”50px||50px||true|true” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true”
- [Discretionary Investment Management Service](https://oakglenwealth.com/uk/discretionary-investment-management-service/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”home-masthead oak-bg-video-center oak-overlay oak-masthead” _builder_version=”4.20.4″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2022/12/masthead-wild.jpg” background_position=”top_center” background_enable_video_mp4=”off” background_enable_video_webm=”off” background_video_width=”100%” min_height=”300px” height=”488px” height_tablet=”350px” height_phone=”397px” height_last_edited=”on|phone” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” hover_enabled=”0″ locked=”off” global_colors_info=”{}” sticky_enabled=”0″][et_pb_row make_equal=”on” custom_padding_last_edited=”on|phone” module_class=”mrh_center_vertical” _builder_version=”4.19.4″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” positioning=”absolute” position_origin_a=”center_center” z_index=”83″ width=”90%” min_height_tablet=”” min_height_phone=”” min_height_last_edited=”on|tablet” custom_margin=”0px|0px|0px|0px|false|true” custom_padding=”40px|0px||0px|false|true” custom_padding_tablet=”100px|0px|100px|0px|true|true” custom_padding_phone=”50px||50px||true|true” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” custom_padding_tablet=”|0px||0px|false|true” custom_padding_phone=”” custom_padding_last_edited=”on|phone” border_color_all=”RGBA(255,255,255,0)”
- [Advisory Investment Service](https://oakglenwealth.com/uk/advisory-investment-service/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”home-masthead oak-bg-video-center oak-overlay oak-masthead” _builder_version=”4.20.4″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2022/12/masthead-wild.jpg” background_position=”top_center” background_enable_video_mp4=”off” background_enable_video_webm=”off” background_video_width=”100%” min_height=”300px” height=”488px” height_tablet=”350px” height_phone=”397px” height_last_edited=”on|phone” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” hover_enabled=”0″ locked=”off” global_colors_info=”{}” sticky_enabled=”0″][et_pb_row make_equal=”on” custom_padding_last_edited=”on|phone” module_class=”mrh_center_vertical” _builder_version=”4.18.0″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” positioning=”absolute” position_origin_a=”center_center” z_index=”83″ width=”90%” min_height_tablet=”” min_height_phone=”” min_height_last_edited=”on|tablet” custom_margin=”0px|0px|0px|0px|false|true” custom_padding=”40px|0px||0px|false|true” custom_padding_tablet=”100px|0px|100px|0px|true|true” custom_padding_phone=”50px||50px||true|true” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” custom_padding_tablet=”|0px||0px|false|true” custom_padding_phone=”” custom_padding_last_edited=”on|phone” border_color_all=”RGBA(255,255,255,0)”
- [News & Insights](https://oakglenwealth.com/uk/news-and-insights/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”home-masthead oak-bg-video-center oak-overlay oak-masthead” _builder_version=”4.20.4″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2023/03/lone-tree-1934897-2.jpg” background_position=”top_center” background_vertical_offset=”44%” background_enable_video_mp4=”off” background_enable_video_webm=”off” background_video_width=”100%” min_height=”300px” height=”488px” height_tablet=”350px” height_phone=”397px” height_last_edited=”on|phone” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][et_pb_row make_equal=”on” custom_padding_last_edited=”on|phone” module_class=”mrh_center_vertical” _builder_version=”4.18.0″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” positioning=”absolute” position_origin_a=”center_center” z_index=”83″ width=”90%” min_height_tablet=”” min_height_phone=”” min_height_last_edited=”on|tablet” custom_margin=”0px|0px|0px|0px|false|true” custom_padding=”40px|0px||0px|false|true” custom_padding_tablet=”100px|0px|100px|0px|true|true” custom_padding_phone=”50px||50px||true|true” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” custom_padding_tablet=”|0px||0px|false|true” custom_padding_phone=”” custom_padding_last_edited=”on|phone” border_color_all=”RGBA(255,255,255,0)”
- [Events](https://oakglenwealth.com/uk/events/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”home-masthead oak-bg-video-center oak-overlay oak-masthead” _builder_version=”4.20.4″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2023/04/pexels-fauxels-3183169.jpg” background_enable_video_mp4=”off” background_enable_video_webm=”off” background_video_width=”100%” min_height=”300px” height=”488px” height_tablet=”350px” height_phone=”397px” height_last_edited=”on|phone” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][et_pb_row make_equal=”on” custom_padding_last_edited=”on|phone” module_class=”mrh_center_vertical” _builder_version=”4.18.0″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” positioning=”absolute” position_origin_a=”center_center” z_index=”83″ width=”90%” min_height_tablet=”” min_height_phone=”” min_height_last_edited=”on|tablet” custom_margin=”0px|0px|0px|0px|false|true” custom_padding=”40px|0px||0px|false|true” custom_padding_tablet=”100px|0px|100px|0px|true|true” custom_padding_phone=”50px||50px||true|true” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” custom_padding_tablet=”|0px||0px|false|true” custom_padding_phone=”” custom_padding_last_edited=”on|phone” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”][et_pb_text admin_label=”HEADING”
- [Investment Summary](https://oakglenwealth.com/uk/investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”home-masthead oak-bg-video-center oak-overlay oak-masthead” _builder_version=”4.20.4″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2023/04/pexels-fauxels-3184292.jpg” background_position=”top_center” background_enable_video_mp4=”off” background_enable_video_webm=”off” background_video_width=”100%” min_height=”300px” height=”488px” height_tablet=”350px” height_phone=”397px” height_last_edited=”on|phone” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][et_pb_row make_equal=”on” custom_padding_last_edited=”on|phone” module_class=”mrh_center_vertical” _builder_version=”4.18.0″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” positioning=”absolute” position_origin_a=”center_center” z_index=”83″ width=”90%” min_height_tablet=”” min_height_phone=”” min_height_last_edited=”on|tablet” custom_margin=”0px|0px|0px|0px|false|true” custom_padding=”40px|0px||0px|false|true” custom_padding_tablet=”100px|0px|100px|0px|true|true” custom_padding_phone=”50px||50px||true|true” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” custom_padding_tablet=”|0px||0px|false|true” custom_padding_phone=”” custom_padding_last_edited=”on|phone” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”][et_pb_text
- [Investment Summary](https://oakglenwealth.com/je/investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”home-masthead oak-bg-video-center oak-overlay oak-masthead” _builder_version=”4.20.4″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2023/04/pexels-fauxels-3184292.jpg” background_position=”top_center” background_enable_video_mp4=”off” background_enable_video_webm=”off” background_video_width=”100%” min_height=”300px” height=”488px” height_tablet=”350px” height_phone=”397px” height_last_edited=”on|phone” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][et_pb_row make_equal=”on” custom_padding_last_edited=”on|phone” module_class=”mrh_center_vertical” _builder_version=”4.18.0″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” positioning=”absolute” position_origin_a=”center_center” z_index=”83″ width=”90%” min_height_tablet=”” min_height_phone=”” min_height_last_edited=”on|tablet” custom_margin=”0px|0px|0px|0px|false|true” custom_padding=”40px|0px||0px|false|true” custom_padding_tablet=”100px|0px|100px|0px|true|true” custom_padding_phone=”50px||50px||true|true” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” custom_padding_tablet=”|0px||0px|false|true” custom_padding_phone=”” custom_padding_last_edited=”on|phone” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”][et_pb_text
- [Events](https://oakglenwealth.com/je/events/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”home-masthead oak-bg-video-center oak-overlay oak-masthead” _builder_version=”4.20.4″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2023/04/pexels-fauxels-3183169.jpg” background_enable_video_mp4=”off” background_enable_video_webm=”off” background_video_width=”100%” min_height=”300px” height=”488px” height_tablet=”350px” height_phone=”397px” height_last_edited=”on|phone” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][et_pb_row make_equal=”on” custom_padding_last_edited=”on|phone” module_class=”mrh_center_vertical” _builder_version=”4.18.0″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” positioning=”absolute” position_origin_a=”center_center” z_index=”83″ width=”90%” min_height_tablet=”” min_height_phone=”” min_height_last_edited=”on|tablet” custom_margin=”0px|0px|0px|0px|false|true” custom_padding=”40px|0px||0px|false|true” custom_padding_tablet=”100px|0px|100px|0px|true|true” custom_padding_phone=”50px||50px||true|true” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” custom_padding_tablet=”|0px||0px|false|true” custom_padding_phone=”” custom_padding_last_edited=”on|phone” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”][et_pb_text admin_label=”HEADING”
- [News & Insights](https://oakglenwealth.com/je/news-and-insights/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”home-masthead oak-bg-video-center oak-overlay oak-masthead” _builder_version=”4.20.4″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2023/03/lone-tree-1934897-2.jpg” background_position=”top_center” background_vertical_offset=”44%” background_enable_video_mp4=”off” background_enable_video_webm=”off” background_video_width=”100%” min_height=”300px” height=”488px” height_tablet=”350px” height_phone=”397px” height_last_edited=”on|phone” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][et_pb_row make_equal=”on” custom_padding_last_edited=”on|phone” module_class=”mrh_center_vertical” _builder_version=”4.18.0″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” positioning=”absolute” position_origin_a=”center_center” z_index=”83″ width=”90%” min_height_tablet=”” min_height_phone=”” min_height_last_edited=”on|tablet” custom_margin=”0px|0px|0px|0px|false|true” custom_padding=”40px|0px||0px|false|true” custom_padding_tablet=”100px|0px|100px|0px|true|true” custom_padding_phone=”50px||50px||true|true” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” custom_padding_tablet=”|0px||0px|false|true” custom_padding_phone=”” custom_padding_last_edited=”on|phone” border_color_all=”RGBA(255,255,255,0)”
- [Advisory Investment Service](https://oakglenwealth.com/je/advisory-investment-service/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”home-masthead oak-bg-video-center oak-overlay oak-masthead” _builder_version=”4.20.4″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2022/12/masthead-wild.jpg” background_position=”top_center” background_enable_video_mp4=”off” background_enable_video_webm=”off” background_video_width=”100%” min_height=”300px” height=”488px” height_tablet=”350px” height_phone=”397px” height_last_edited=”on|phone” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” hover_enabled=”0″ locked=”off” global_colors_info=”{}” sticky_enabled=”0″][et_pb_row make_equal=”on” custom_padding_last_edited=”on|phone” module_class=”mrh_center_vertical” _builder_version=”4.18.0″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” positioning=”absolute” position_origin_a=”center_center” z_index=”83″ width=”90%” min_height_tablet=”” min_height_phone=”” min_height_last_edited=”on|tablet” custom_margin=”0px|0px|0px|0px|false|true” custom_padding=”40px|0px||0px|false|true” custom_padding_tablet=”100px|0px|100px|0px|true|true” custom_padding_phone=”50px||50px||true|true” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” custom_padding_tablet=”|0px||0px|false|true” custom_padding_phone=”” custom_padding_last_edited=”on|phone” border_color_all=”RGBA(255,255,255,0)”
- [Discretionary Investment Management Service](https://oakglenwealth.com/je/discretionary-investment-management-service/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”home-masthead oak-bg-video-center oak-overlay oak-masthead” _builder_version=”4.20.4″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2022/12/masthead-wild.jpg” background_position=”top_center” background_enable_video_mp4=”off” background_enable_video_webm=”off” background_video_width=”100%” min_height=”300px” height=”488px” height_tablet=”350px” height_phone=”397px” height_last_edited=”on|phone” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” hover_enabled=”0″ locked=”off” global_colors_info=”{}” sticky_enabled=”0″][et_pb_row make_equal=”on” custom_padding_last_edited=”on|phone” module_class=”mrh_center_vertical” _builder_version=”4.19.4″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” positioning=”absolute” position_origin_a=”center_center” z_index=”83″ width=”90%” min_height_tablet=”” min_height_phone=”” min_height_last_edited=”on|tablet” custom_margin=”0px|0px|0px|0px|false|true” custom_padding=”40px|0px||0px|false|true” custom_padding_tablet=”100px|0px|100px|0px|true|true” custom_padding_phone=”50px||50px||true|true” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” custom_padding_tablet=”|0px||0px|false|true” custom_padding_phone=”” custom_padding_last_edited=”on|phone” border_color_all=”RGBA(255,255,255,0)”
- [Who We Help](https://oakglenwealth.com/je/who-we-help/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=”home-masthead oak-bg-video-center oak-overlay oak-masthead” _builder_version=”4.20.4″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2023/04/dominik-van-opdenbosch-Bjis2abz9Og-unsplash.jpg” background_enable_video_mp4=”off” background_enable_video_webm=”off” background_video_width=”100%” min_height=”300px” height=”488px” height_tablet=”350px” height_phone=”397px” height_last_edited=”on|phone” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” hover_enabled=”0″ locked=”off” global_colors_info=”{}” sticky_enabled=”0″][et_pb_row make_equal=”on” custom_padding_last_edited=”on|phone” module_class=”mrh_center_vertical” _builder_version=”4.19.4″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” positioning=”absolute” position_origin_a=”center_center” z_index=”83″ width=”90%” min_height_tablet=”” min_height_phone=”” min_height_last_edited=”on|tablet” custom_margin=”0px|0px|0px|0px|false|true” custom_padding=”40px|0px||0px|false|true” custom_padding_tablet=”100px|0px|100px|0px|true|true” custom_padding_phone=”50px||50px||true|true” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” custom_padding_tablet=”|0px||0px|false|true” custom_padding_phone=”” custom_padding_last_edited=”on|phone” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”][et_pb_text
- [Conflicts of Interest](https://oakglenwealth.com/uk/conflicts-of-interest/) - [et_pb_section fb_built=”1″ admin_label=”SECTION – MASTHEAD” module_class=” oak-overlay” _builder_version=”4.19.2″ _module_preset=”default” background_color=”#304917″ background_image=”https://oakglenwealth.com/wp-content/uploads/2022/12/masthead-wild.jpg” min_height=”500px” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.19.4″ _module_preset=”default” background_color=”#393E34″ custom_padding=”15px||10px||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.18.0″ _module_preset=”default” width=”90%” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|100px||100px|false|true” global_colors_info=”{}”][et_pb_text _builder_version=”4.20.4″ _module_preset=”default” text_text_color=”#304917″ header_text_color=”#FFFFFF” custom_margin=”||||false|false” custom_padding=”|||0px||” global_colors_info=”{}”]Conflicts of Interest[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”SECTION – STATIC” _builder_version=”4.19.2″ _module_preset=”default” background_color=”#DDE1D4″ background_enable_image=”off” background_size=”initial” custom_margin=”0px||0px||true|false” custom_padding=”115px||0px||false|false” locked=”off” global_colors_info=”{}”][et_pb_row custom_padding_last_edited=”on|phone” _builder_version=”4.16″ _module_preset=”default”

## Performance Downloads

- [Discretionary Diversify Strategy Factsheet JAN 2023](https://oakglenwealth.com/performance-download/discretionary-diversify-strategy-factsheet-jan-2023/)
- [Discretionary Diversify Strategy Factsheet JAN 2023](https://oakglenwealth.com/performance-download/discretionary-diversify-strategy-factsheet-jan-2023-2/)
- [Discretionary Diversify Strategy Factsheet JAN 2023](https://oakglenwealth.com/performance-download/discretionary-diversify-strategy-factsheet-jan-2023-10/)
- [Discretionary Diversify Strategy Factsheet JAN 2023](https://oakglenwealth.com/performance-download/discretionary-diversify-strategy-factsheet-jan-2023-9/)
- [Discretionary Diversify Strategy Factsheet JAN 2023](https://oakglenwealth.com/performance-download/discretionary-diversify-strategy-factsheet-jan-2023-8/)
- [Discretionary Diversify Strategy Factsheet JAN 2023](https://oakglenwealth.com/performance-download/discretionary-diversify-strategy-factsheet-jan-2023-6/)
- [Discretionary Diversify Strategy Factsheet JAN 2023](https://oakglenwealth.com/performance-download/discretionary-diversify-strategy-factsheet-jan-2023-5/)
- [Discretionary Diversify Strategy Factsheet JAN 2023](https://oakglenwealth.com/performance-download/discretionary-diversify-strategy-factsheet-jan-2023-4/)
- [Discretionary Diversify Strategy Factsheet JAN 2023](https://oakglenwealth.com/performance-download/discretionary-diversify-strategy-factsheet-jan-2023-3/)

## People

- [Edward Maidment](https://oakglenwealth.com/team/edward-maidment/) - Edward brings over 20 years of industry experience to his role as an Investment Manager at Oakglen Wealth. He began his career in 2006 at RBC Wealth Management in the discretionary investments team, before moving to Santander Private Banking UK as a Senior Investment Manager. More recently, Edward spent 10 years at Quilter Cheviot as
- [Nick Davis](https://oakglenwealth.com/team/nick-davis/) - Nick has more than 33 years of experience in investment management. He began his career managing money for individuals at Kleinwort Benson before moving to Credit Suisse Private Bank in 1999. In 2005, he began working with institutional clients, specialising in charities at CCLA and pension funds at PSolve, before returning to managing portfolios for
- [Eloise Rouse](https://oakglenwealth.com/team/eloise-rouse/) - Eloise joined Oakglen Wealth in January 2023. After graduating from university in 2018, Eloise began her investment career at Quilter Cheviot as an Investment Administrator and subsequently, Trainee Investment Manager, working alongside the investment managers with administration, analysis and evaluation of client portfolios. At Oakglen, Eloise focuses on the management of discretionary, advisory and execution only
- [Dominic Tayler](https://oakglenwealth.com/team/dominic-tayler/) - Dominic brings a wealth of investment experience to his role as Managing Director of Oakglen Wealth. Over his 33-year career, he has held executive positions at Quilter Cheviot, UBS, and Credit Suisse. In 2006, he was one of the founding partners of Cheviot before its merger with Quilter in 2013. His primary focus is investing
- [Jamie Crawford](https://oakglenwealth.com/team/jamie-crawford/) - Jamie is the Group Head of Wealth Management and Co-CEO of Oakglen, a private investment company with interests in real estate, technology and financial services in the UK, Channel Islands, Europe and North America. He is primarily responsible for the Group's activities in the wealth management, corporate and fund services sectors. He sits on both
- [Sarah Lonergan](https://oakglenwealth.com/team/sarah-lonergan/) - Sarah has more than 18 years’ finance industry experience and her main role at Oakglen Wealth is the day-to-day administration of client relationships. Sarah manages the onboarding of clients as well as the ongoing review of existing clients, having specific knowledge in understanding complex corporate and trust structures. Sarah’s role includes arranging client events, office
- [David Stoney](https://oakglenwealth.com/team/david-stoney/) - David has over 21 years' experience in financial services, working closely with both clients and financial advisers throughout his time. Prior to joining Oakglen Wealth, David was an Associate Director at UBS AG, having worked for over 14 years in UBS Wealth Management on their Strategic Partnerships Team. He also has extensive fintech experience, having
- [Rebecca Hyland-McCourt](https://oakglenwealth.com/team/rebecca-hyland-mccourt/) - Rebecca has 18 years of experience working in asset management, having previously worked at Cheviot Asset Management, where she was the Personal Assistant to a Partner and at Quilter Cheviot, where she supported a team of Investment Directors and Managers. Rebecca's role at Oakglen Wealth includes providing systems and administrative support to the Board of
- [William Lamond](https://oakglenwealth.com/team/william-lamond/) - William has more than 23 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
- [James Scott-Gatty](https://oakglenwealth.com/team/james-scott-gatty/) - James brings over 43 years of experience in the financial services industry to his role as Non-Executive Director at Oakglen Wealth. Over his career, he has held senior positions at Quilter Cheviot, UBS, and Laing & Cruickshank. In 2006, James was a founding partner at Cheviot Partners, before its merger with Quilter in 2013. He
- [Nick Middleton](https://oakglenwealth.com/team/nick-middleton/) - Nick is our Chief Operating Officer at Oakglen and brings decades of practical client focussed knowledge and technology experience to his role. He began his private client wealth management career in 1996 at Henderson Crosthwaite, which later became Investec Wealth and Investments, where he looked after UK-based private individuals, charities, trusts and pension funds. In
- [Charlotte Larbalestier](https://oakglenwealth.com/team/charlotte-larbalestier/) - Charlotte brings more than 13 years' industry experience to her role as the Head of Compliance at Oakglen Wealth - Jersey, having previously worked at Canaccord Genuity (formerly Collins Stewart). She has a background in compliance, client due diligence and client services. Charlotte is also a professional member of the International Compliance Association (ICA), holding
- [Jamie Martin](https://oakglenwealth.com/team/jamie-martin/) - Jamie is a student at the University of Bath studying International Development with Economics and is currently undertaking a one-year placement at Oakglen Wealth to gain professional experience in the industry. He has completed relevant modules including Macroeconomics, Microeconomics, and Money and Finance, and is on track to achieve a First-Class Honours degree. Through his
- [Anne-Marie Sinclair](https://oakglenwealth.com/team/anne-marie-sinclair/) - Anne-Marie plays a pivotal role as the Oakglen and Oakbridge front of house Receptionist and is first point of contact for all clients and guests. Anne-Marie is responsible for providing a professional, friendly, and courteous front-of-house support ensuring visitors feel welcomed and relaxed. She has a wide knowledge of the Financial Services industry having worked
- [Bronagh Martin](https://oakglenwealth.com/team/bronagh-martin/) - Bronagh re-joined Oakglen Wealth Planning, formerly Homebuyer Financial Services Limited (“HBFS”), as Compliance Manager in January this year. Bronagh holds the ICA International Diploma in compliance and has worked in the Jersey Financial Services industry since 1995. Bronagh likes to take long walks and go to the gym/exercise classes. She has two wonderful boys.
- [Jamie Crawford](https://oakglenwealth.com/team/jamie-crawford-2/) - Jamie is the Group Head of Wealth Management and Co-CEO of Oakglen, a private investment company with interests in real estate, technology and financial services in the UK, Channel Islands, Europe and North America. He is primarily responsible for the Group’s activities in the wealth management, corporate and fund services sectors. He sits on both
- [Nick Lacey](https://oakglenwealth.com/team/nick-lacey/) - Nick joined Oakglen in 2025 as a Business Development Manager focused on building relationships with IFAs and intermediaries. Nick has over 25 years experience of working across the intermediaries space, having previously worked at Quilter Cheviot and Brewin Dolphin covering model portfolios, tax-efficient vehicles and bespoke portfolio management. A former professional rugby player and is
- [Nigel Smith](https://oakglenwealth.com/team/nigel-smith/) - Nigel Smith is a Business Development Executive at Oakglen Wealth, bringing over 36 years of leadership and strategic experience. Following a distinguished 32-year career in the British Army, including command and operational roles, international advisory positions, and a tour at RMA Sandhurst, he transitioned into Jersey’s wealth management sector. Nigel has over 13 years of
- [Lindsay Allen](https://oakglenwealth.com/team/lindsay-allen/) - Lindsay is a seasoned financial services professional with more than two decades of industry experience, including 23 years with Lloyds Bank. Since beginning her career in 2000, she has held a wide range of assistant and managerial roles across Private Banking, Paraplanning, MI, and analytical functions. This breadth of experience has given her a deep
- [Regitze Petersen](https://oakglenwealth.com/team/regitze-petersen/) - Regitze joins the business as a Trainee Financial Adviser with a decade of international experience across diverse industries, including finance‑focused change and transformation consulting roles with international banks. She holds a MSc in Geology from Copenhagen University and is a qualified Business Analyst and Project Manager. In her role at Oakglen Wealth Planning, Regitze will
- [Scott Cullinane](https://oakglenwealth.com/team/scott-cullinane/) - Scott is a Financial Adviser with extensive experience in the Jersey financial services industry, having worked in the sector since 2008. Over the course of his career, he has supported both Jersey‑based residents and international high‑net‑worth clients with their banking, investment, and long‑term financial planning needs. Scott specialises in helping Jersey residents’ structure and plan
- [Chris Hall](https://oakglenwealth.com/team/chris-hall/) - Chris is Managing Director of Oakglen Wealth Planning, bringing over 25 years of experience in financial services. Throughout his career, he has held senior positions with leading organisations including Lloyds Bank and Scottish Widows, developing a deep and well-rounded expertise across wealth management and financial planning. Chris leads Oakglen Wealth Planning’s Jersey-based team, driving a
- [Sam Rozati](https://oakglenwealth.com/team/sam-rozati/) - Sam is the General Counsel of Oakglen Group. He is a certified accountant and qualified Solicitor, with responsibilities across real estate, private equity and financial services. Before joining Oakglen Group, Sam was Global Head of Legal at Partners Group, an international private equity firm with assets under management in excess of USD 130bn. In addition,
- [Vania Andrade](https://oakglenwealth.com/team/vania-andrade/) - Vania joins the Oakglen Wealth Jersey Team as an Investment Administrator. With over 15 years of experience in the finance industry, Vania recently joined from an International Bank. Her main role at Oakglen Wealth is the day-to day administration of client relationships and to manage the onboarding of clients as well as the ongoing review of
- [Harrison Crow](https://oakglenwealth.com/team/harrison_crow/) - Harrison joined Oakglen Wealth in January 2026. Prior to this, he held roles at Standard Bank Offshore as an Associate Wealth Manager and at its in-house asset management firm, Melville Douglas, as an Assistant Portfolio Manager. In these positions, Harrison supported the delivery of comprehensive investment management, banking, and lending solutions to HNW and UHNW
- [Tom Lewis](https://oakglenwealth.com/team/tom-lewis/) - Tom is a Financial Adviser at Oakglen Wealth Planning, bringing over a decade of experience in wealth management. He has worked with several leading institutions, including HSBC, LGT Vestra, Vantage, and RBC. Tom is a Chartered Member of the Chartered Institute for Securities & Investment (CISI) and holds the prestigious Private Client Investment Advice &
- [Sean Copp](https://oakglenwealth.com/team/sean-copp/) - Sean joined the team at Oakglen Wealth Planning, formerly Homebuyer Financial Services Limited (“HBFS”) in 2016 after a career in the hospitality industry. During this time, he was responsible for running several well-known local hotels and restaurants. He now oversees operational management and drives the high standards of customer care and efficiency that the business
- [Myles Renouf](https://oakglenwealth.com/team/myles-renouf/) - Myles has more than 12 years' industry experience having previously worked at Ravenscroft, Quilter Cheviot, and RBC Wealth Management where he assisted in the management of advisory and discretionary services for private clients, trusts and intermediaries. He is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds the Level 7 Chartered
- [Rebeka French](https://oakglenwealth.com/team/rebeka-french/) - As Oakglen Group’s Human Resources Manager, Rebeka oversees the HR function across all divisions, working closely with business leaders to support employee matters and develop effective HR policies, procedures, and initiatives. Rebeka brings over 10 years’ experience in human resources across the financial services, legal, and IT industries. Her expertise spans employee engagement, compliance, and
- [Gill Thompson-Daly](https://oakglenwealth.com/team/gill-thompson-daly/) - Gill has worked in the Finance Industry for over 18 years. During this time, she has completed the CISI Investment Advice Certificate, a Diploma in Management from the Chartered Management Institute and gained the ICA International Advanced Certificate in Compliance & Financial Crime. In addition, Gill is an Associate of the Chartered Institute for Securities
- [Phil Burbidge](https://oakglenwealth.com/team/phil-burbidge/) - Phil brings over 38 years of industry experience to his role as the Head of Compliance at Oakglen Wealth - UK. 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
- [Helen Westgate](https://oakglenwealth.com/team/helen-westgate/) - Helen was head of client service at Acorn Capital Advisers and worked with families that used their outsourced Family Office. She previously worked at the Charities Aid Foundation (CAF) as a Private Client Manager in the CAF American Donor Fund team, helping donors with their worldwide charitable giving. Helen has over 12 years wealth management
- [Michael Clarke](https://oakglenwealth.com/team/michael-clarke/) - Michael is an Investment Director of Oakglen Wealth (Jersey) Limited with a primary responsibility to support and advise private clients, family offices and trust companies in order to achieve their wealth management aspirations. Michael has more than 38 years’ experience working in the financial services industry and has held senior wealth management roles with HSBC
- [Gina Gouveia](https://oakglenwealth.com/team/gina-gouveia/) - Gina is an enthusiastic and highly customer-focused professional who joined the finance industry in November 2017. She works closely with both clients and financial advisers, providing essential administrative support, managing client onboarding, and coordinating ongoing reviews to ensure a seamless and positive client experience. With over 17 years of prior experience in retail management, Gina
- [David Troy](https://oakglenwealth.com/team/david-troy/) - David is Senior Wealth Manager of Oakglen Wealth Planning, formerly Homebuyer Financial Services Limited (“HBFS”). He started his career in Financial Services in 1994 to become one of the most highly qualified and knowledgeable professionals in the industry. He holds the level 6 qualification of Private Client Investment Advice and Management and is a Chartered
- [Allan Stewart](https://oakglenwealth.com/team/allan-stewart/) - Allan is the Managing Director of Oakglen Wealth (Jersey) Limited and a Director of both Oakglen Wealth Planning (Jersey) Limited and Oakglen Wealth Limited in the UK. He is also a member of the central Investment Committee. With over two decades of experience in wealth management and private banking, Allan was one of the founding
- [John Ramsay](https://oakglenwealth.com/team/john-ramsay/) - John holds the PCIAM qualification and is a Chartered Fellow of the Institute of Securities and Investments (Chartered FCSI). He also holds the STEP Diploma qualification. John is a Senior Client Adviser and has worked in the Jersey Financial Services industry since 1989 primarily as a Senior Private Banker responsible for High Net Worth (HNW)
- [Allan Stewart](https://oakglenwealth.com/team/a-stewart/) - Allan is a Director of Oakglen Wealth Planning (Jersey) Limited and Oakglen Wealth Limited in the UK. He is also the Managing Director of Oakglen Wealth (Jersey) Limited and a member of the central Investment Committee. With over two decades of experience in wealth management and private banking, Allan was one of the founding members
- [Charlie Nicholls](https://oakglenwealth.com/team/charlie-nicholls/) - Charlie joined Oakglen Wealth in November 2024 as the Financial Controller for the UK and Jersey Wealth businesses. After graduating in 2015, Charlie trained and qualified as a Chartered Accountant with PwC in Jersey, where he spent 5 years predominantly working with clients in the Private Equity, Real Estate and Trust and Fiduciary spaces. He then moved
- [Emi Eldridge](https://oakglenwealth.com/team/emi-eldridge/) - Emi joins Oakglen Wealth from our real estate subsidiary LBS Properties, which she joined in 2020. She has 10 years of experience in residential property management, with roles ranging from managing occupied residential apartments to overseeing post-completion processes and fostering relationships with leaseholders. Emi will now be working alongside the Oakglen Investment Team focusing on
- [Bella Tayler](https://oakglenwealth.com/team/isabella-tayler/) - Bella joined Oakglen Wealth in February 2023. She joined after completing an MSc in Management from the University of Edinburgh Business School, where she completed her dissertation on the impact of fintech on the financial services industry. Bella assists with various tasks, including onboarding clients, marketing, and equity research. She is currently studying towards the
- [Tara Le Feuvre](https://oakglenwealth.com/team/tara-le-feuvre/) - Tara joined Oakglen Wealth in May 2024. After graduating in 2016, Tara began her career in finance at a Jersey based Trust Administration Company. She then moved to a Fund Administration Company, before subsequently joining an International Bank. In 2022, Tara moved to Quilter Cheviot initially as an Investment Administrator and later as a Trainee
- [Jeff Brummette](https://oakglenwealth.com/team/jeff-brummette/) - Jeff is the Chief Investment Officer for Oakglen Wealth. He brings decades of investment markets experience to his role and was one of the founding partners of Rubicon Fund Management LLP and latterly Head of Investor Relations. Prior to his return to Rubicon he was founder and CIO of Onewall Advisors UK LLP. Before setting

## Timeline Events

- [To date](https://oakglenwealth.com/timeline-event/to-date/)
- [2022](https://oakglenwealth.com/timeline-event/2022/)
- [2017](https://oakglenwealth.com/timeline-event/2017/)
- [2020](https://oakglenwealth.com/timeline-event/2020/)
- [2009](https://oakglenwealth.com/timeline-event/2009-2/)
- [2009](https://oakglenwealth.com/timeline-event/2009/)
- [2008](https://oakglenwealth.com/timeline-event/2008/)

## News and Insights

- [Blacktower FM Group names Oakglen Wealth as new manager of Nexus Libero Global Portfolios](https://oakglenwealth.com/news-and-insights/blacktower-fm-group-names-oakglen-wealth-as-new-manager-of-nexus-libero-global-portfolios/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]In this piece we bring to you the exciting news of Oakglen Wealth being named as the new manager of the Nexus Libero Global Portfolios. Our press release covers more information on this
- [The Oakglen Wealth Internship Initiative](https://oakglenwealth.com/news-and-insights/the-oakglen-wealth-internship-initiative/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]At Oakglen Wealth, we are passionate about helping people to grow and thrive, no matter where they start their career. This is why we created our Internship Initiative, a programme designed to develop
- [Oakbridge Wealth appoints new Investment Manager](https://oakglenwealth.com/news-and-insights/oakbridge-wealth-appoints-new-investment-manager/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]Oakbridge Wealth, the locally owned independent investment manager, welcomes Myles Renouf to its Investment Management Team. Myles joins Oakbridge Wealth with over six years’ investment experience. He previously held investment roles with Quilter Cheviot, Ravenscroft and more
- [Oakbridge Wealth make board appointment and launch new brand](https://oakglenwealth.com/news-and-insights/oakbridge-wealth-make-board-appointment-and-launch-new-brand/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]Following the successful completion of ED Group’s acquisition of a majority stake in Stenham Wealth Management earlier this year the business has just announced two further significant milestones. The company has appointed Jamie Crawford to its board
- [Stenham Wealth Management announce local strategic partnership](https://oakglenwealth.com/news-and-insights/stenham-wealth-management-announce-local-strategic-partnership/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]In this piece we provide an update on Stenham Wealth Management announcing a local strategic partnership as part of the business journey. Stenham Wealth Management (C.I.) Ltd (“SWM”) and ED Group Holding Limited (“ED Group”) today announced
- [Oakbridge Wealth Investment Manager gains highest professional body qualification](https://oakglenwealth.com/news-and-insights/oakbridge-wealth-investment-manager-gains-highest-professional-body-qualification/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]Myles Renouf, Investment Manager at Oakbridge Wealth, the locally owned independent investment manager has recently been awarded the level 7 Diploma in Wealth Management by the Chartered Institute for Securities & Investment (CISI), their highest level of
- [July 2021 Investment Summary](https://oakglenwealth.com/news-and-insights/july-2021-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”] For our July 2021 Investment Summary, we take a closer look at the latest news and market trends we are seeing take place this month. World equity markets, excluding China, had another month of strong positive
- [August 2021 Investment Summary](https://oakglenwealth.com/news-and-insights/august-2021-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]For our August 2021 Investment Summary, we take a closer look at the latest news and market trends we are seeing take place this month. August was another strong month for developed equity markets. It was in
- [September 2021 Investment Summary](https://oakglenwealth.com/news-and-insights/september-2021-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]For our September 2021 Investment Summary, we take a closer look at the latest news and market trends we are seeing take place this month. All good things come to an end. The seven-month winning streak for
- [Oakbridge Wealth sponsorship of binoculars for the National Trust in Jersey](https://oakglenwealth.com/news-and-insights/oakbridge-wealth-sponsorship-of-binoculars-for-the-national-trust-in-jersey/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]We are delighted to share with you this news on the sponsorship of a pair of binoculars for the National Trust in Jersey (“NTJ”) by Oakbridge Wealth. At the end of April 2021, the NTJ contacted their
- [October 2021 Investment Summary](https://oakglenwealth.com/news-and-insights/october-2021-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]For our October 2021 Investment Summary, we take a closer look at the latest news and market trends we are seeing take place this month. “Buying the dip” remains the correct strategy as markets rebounded sharply from
- [Oakbridge Wealth appoints new Chief Investment Strategist](https://oakglenwealth.com/news-and-insights/oakbridge-wealth-appoints-new-chief-investment-strategist/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]Oakbridge Wealth welcomes Jeff Brummette to its investment team as Chief Investment Strategist. Jeff joins Oakbridge Wealth with nearly forty years of experience in investment management. He previously held senior roles with the Prudential Insurance Company of
- [November 2021 Investment Summary](https://oakglenwealth.com/news-and-insights/november-2021-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]For our November 2021 Investment Summary, we take a closer look at the latest news and market trends we are seeing take place this month. ​“The economy is very strong and inflationary pressures are high, and it
- [Oakbridge Wealth Hosts Autumn Investment Roundtable](https://oakglenwealth.com/news-and-insights/oakbridge-wealth-hosts-autumn-investment-roundtable/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”]On Wednesday 10th November, Oakbridge Wealth welcomed guests to their Autumn investment roundtable event. The firm’s newly appointed Chief Investment Strategist Jeff Brummette discussed among other things, the importance of the US economy relative to world equity
- [December 2021 Investment Summary](https://oakglenwealth.com/news-and-insights/december-2021-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]For our December 2021 Investment Summary, we take a closer look at the latest news and market trends we are seeing take place this month. December began as November had ended with concerns over the new Omicron
- [2022 Investment Markets Outlook](https://oakglenwealth.com/news-and-insights/2022-investment-markets-outlook/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]For our 2022 Investment Markets Outlook, we look at the upcoming year and what key aspects you should follow closely as 2022 progresses. ​It is that time of year in this industry when market pundits attempt to
- [January 2022 Investment Summary](https://oakglenwealth.com/news-and-insights/january-2022-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”] For our January 2022 Investment Summary, we take a closer look at the latest news and market trends we are seeing take place this month. ​A small rally in the last few days of January turned
- [February 2022 Investment Summary](https://oakglenwealth.com/news-and-insights/february-2022-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]For our February 2022 Investment Summary, we take a closer look at the latest news and market trends we are seeing take place this month. The dismal start to 2022 for capital markets continued in February. The
- [March 2022 Investment Summary](https://oakglenwealth.com/news-and-insights/march-2022-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]For our March 2022 Investment Summary, we take a closer look at the latest news and market trends we are seeing take place this month. Over the past month, our digitally connected world has brought the horrors
- [Oakbridge Wealth appoints new Investment Director](https://oakglenwealth.com/news-and-insights/oakbridge-wealth-appoints-new-investment-director/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”]Oakbridge Wealth, the locally owned independent investment management business, welcomes William Lamond to its investment team as an Investment Director. William has more than twenty years of experience in fund management having previously held senior roles with
- [April 2022 Investment Summary](https://oakglenwealth.com/news-and-insights/april-2022-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]For our April 2022 Investment Summary, we take a closer look at the latest news and market trends we are seeing take place this month. A very toxic combination of macro factors produced a big reaction in
- [May 2022 Investment Summary](https://oakglenwealth.com/news-and-insights/may-2022-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]For our May 2022 Investment Summary, we take a closer look at the latest news and market trends we are seeing take place this month. The month of May provided a brief respite from the relentless bearish
- [US Federal Reserve Commentary](https://oakglenwealth.com/news-and-insights/us-federal-reserve-commentary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”] In this piece we take a closer look at the US Federal Reserve Commentary for June 2022, which saw significant action being taken. Let’s dive in… US Federal Reserve Open Market Committee (FOMC) made a significant
- [Oakbridge Hosts Summer Investment Roundtable](https://oakglenwealth.com/news-and-insights/oakbridge-wealth-hosts-summer-investment-roundtable/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”] On Wednesday 8th June, Oakbridge Wealth welcomed guests to a series of investment roundtable events in the Summer Investment Roundtable. Our Chief Investment Officer, Jeff Brummette, discussed a variety of interesting topics such as the Federal
- [H1 2022 Investment Summary](https://oakglenwealth.com/news-and-insights/h1-2022-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]For our H1 2022 Investment Summary, we take a closer look at the latest news and market trends we have seen take place in the last six months up until June. A difficult and dismal June capped
- [July 2022 Investment Summary](https://oakglenwealth.com/news-and-insights/july-2022-investment-summary/) - [et_pb_section fb_built=”1″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]For our July 2022 Investment Summary, we take a closer look at the latest news and market trends we are seeing take place this month. Well, that was a great year we had last month! Major developed equity markets rallied, in
- [August 2022 Investment Summary](https://oakglenwealth.com/news-and-insights/august-2022-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”] For our August 2022 Investment Summary, we take a closer look at the latest news and market trends we are seeing take place this month. Investors focus returned to the difficult backdrop of slowing economic growth,
- [September 2022 Investment Summary](https://oakglenwealth.com/news-and-insights/september-2022-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”] For our September 2022 Investment Summary, we take a closer look at the latest news and market trends we are seeing take place this month. Markets continued their bearish trend in September, with the S&P500 posting
- [Harry Vardon Golf Challenge Supported by Oakbridge Hailed a Success](https://oakglenwealth.com/news-and-insights/harry-vardon-golf-challenge-supported-by-oakbridge-hailed-a-success/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]More than 90 golfers took part in the Oakglen (formerly Oakbridge) sponsored Harry Vardon golf challenge organised by Jersey Heritage. The event at the Royal Jersey Golf Club celebrated the legacy of local golfing legend Harry Vardon
- [October 2022 Investment Summary](https://oakglenwealth.com/news-and-insights/october-2022-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”] For our October 2022 Investment Summary, we take a closer look at the latest news and market trends we are seeing take place this month. October was a pleasant change in market performance for risk assets.
- [November 2022 Investment Summary](https://oakglenwealth.com/news-and-insights/november-investment-summary-2022/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”] For our November 2022 Investment Summary, we take a closer look at the latest news and market trends we are seeing take place this month. China was the place to be in November (Covid-19 not withstanding)
- [December 2022 Investment Summary](https://oakglenwealth.com/news-and-insights/december-investment-summary-2022/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”] For our December 2022 Investment Summary, we take a closer look at the latest news and market trends we are seeing take place this month. Well, I think we are all glad that 2022 is behind
- [2023 Investment Markets Outlook](https://oakglenwealth.com/news-and-insights/2023-investment-markets-outlook/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”] Once again it is time to reflect on the year that has passed and make some predictions for next year. As was the case last year, I won’t attempt to predict a level for equity markets
- [January 2023 Investment Summary](https://oakglenwealth.com/news-and-insights/january-2023-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]For our January 2023 Investment Summary, we take a closer look at the latest news and market trends we are seeing take place this month. What a nice start to the year, especially given the ugly finish
- [February 2023 Investment Summary](https://oakglenwealth.com/news-and-insights/february-2023-investment-summary/) - [et_pb_section fb_built=”1″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”]For our February 2023 Investment Summary, we take a closer look at the latest news and market trends we are seeing take place this month. The ebullient conditions of financial markets in January collided with higher-than-expected inflation
- [Jersey based Oakglen Wealth launches UK investment management arm](https://oakglenwealth.com/news-and-insights/oakglen-wealth-launch/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]In this piece we bring to you the exciting news of our Jersey based Oakglen Wealth launching the UK investment management arm. Our press release covers more information on this exciting milestone and what our senior management
- [March 2023 Investment Summary](https://oakglenwealth.com/news-and-insights/march-2023-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]For our March 2023 Investment Summary, we take a closer look at the latest news and market trends we are seeing take place this month. This was one of the more exhausting months that we have seen
- [April 2023 Investment Summary](https://oakglenwealth.com/news-and-insights/april-2023-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]For our April 2023 Investment Summary, we take a closer look at the latest news and market trends we are seeing take place this month. After the market drama of last month, it was refreshing to have
- [The US Debt Ceiling | May 2023](https://oakglenwealth.com/news-and-insights/the-us-debt-ceiling/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]In this piece, we take a closer look at the US Debt Ceiling and why this matters to financial markets around the globe. Let’s dive in… Over the past few weeks, financial markets have found themselves forced
- [June 2023 Investment Summary](https://oakglenwealth.com/news-and-insights/june-2023-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]For our June 2023 Investment Summary, we take a closer look at the latest investment news and occurring market trends as we move towards the end of Q2 2023. It seems it would have been more appropriate
- [Jersey Festival of Words: Writing Competition](https://oakglenwealth.com/news-and-insights/jersey-festival-of-words-competition/) - Entries are now open for the Jersey Festival of Words Writing Competition - take part to be in with a chance of winning a cash prize!
- [July 2023 Investment Summary](https://oakglenwealth.com/news-and-insights/july-2023-investment-summary/) - [et_pb_section fb_built=”1″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”]It is safe to say that there is never a dull moment in the financial markets these days, and last month was no exception. For our July 2023 Investment Summary, we cover how the month ahead is
- [2023 Mid-Year Outlook](https://oakglenwealth.com/news-and-insights/2023-mid-year-outlook/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]Remarkably, we find ourselves halfway through the year witnessing impressive performances in some of the major equity markets. With both global economies and markets showcasing their resilience so far, now is a good time to consider the
- [August 2023 Investment Summary](https://oakglenwealth.com/news-and-insights/august-2023-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]Despite the wet “summer” weather we have been experiencing lately, markets have continued their resilience and been far more positive. As we move further into Q3, we take a closer look at how things are going in
- [September 2023 Investment Summary](https://oakglenwealth.com/news-and-insights/september-2023-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]As children return to school (that’s assuming it hasn’t already been closed due to crumbling foundations!) and the summer holiday season officially comes to an end, investors are preparing themselves for a volatile month ahead. We reflect
- [Central Bank Update: September 2023](https://oakglenwealth.com/news-and-insights/central-bank-update-september-2023/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]Our Central Bank Update for Q3 | September 2023 is a concise summary of recent movements from some of the key central banks globally. Let’s dive in… Once again, we find ourselves in the midst of a
- [Competition Winners Announced: Jersey Festival of Words](https://oakglenwealth.com/news-and-insights/competition-winners-announced-jersey-festival-of-words/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]The winners have been announced in the Jersey Festival of Words Writing Competition sponsored by Oakglen Wealth. The judges with all winners of the JFOW Writing Competition 2023 – photo courtesy of the JEP. The
- [October 2023 Investment Summary](https://oakglenwealth.com/news-and-insights/october-2023-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]As we move into the last quarter of the year and fast approach the end of 2023, we reflect on the past month in our October Investment Summary. Despite only one major central bank raising interest rates
- [Oakglen Wealth expands investment management team with two senior appointments](https://oakglenwealth.com/news-and-insights/oakglen-wealth-expands-investment-management-team/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]In this piece we bring to you the exciting news of the expansion of our investment management team across both of our jurisdictions (UK and Jersey) with two senior appointments, Richard Firth and Michael Clarke.
- [Fueling the Markets: The Interplay of War, Oil & Bonds](https://oakglenwealth.com/news-and-insights/war-oil-and-bonds/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]With the world now facing two wars, economists are understandably worried for how markets and the global economy will react in response as we move further into the final quarter. Having already covered persistent inflationary
- [Inheritance Tax in the Spotlight with Oakglen](https://oakglenwealth.com/news-and-insights/inheritance-tax-in-the-spotlight-with-oakglen/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]Oakglen Wealth Responds to Calls for Inheritance Tax Reform Amidst Election Pressure Scrapping of AIM-listed business relief could result in far-reaching implications As the political discourse intensifies in the run-up to the forthcoming elections, one topic that
- [November 2023 Investment Summary](https://oakglenwealth.com/news-and-insights/november-2023-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]As we move ever closer towards the end of the year, the UK Chancellor Jeremy Hunt will present his Autumn Statement to the House of Commons this week on 22nd November. We reflect upon the past month
- [Understanding the Autumn Statement: The Economic Impact](https://oakglenwealth.com/news-and-insights/understanding-the-autumn-statement-the-economic-impact/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]Dominic Tayler, Managing Director – UK at Oakglen Wealth, offers insights on the 2023 Autumn Statement delivered yesterday by the Chancellor, Jeremy Hunt. The focal point of the Autumn Statement was the larger than expected cut in
- [Oakglen Wealth Investment Seminar - November 2023](https://oakglenwealth.com/news-and-insights/oakglen-wealth-investment-seminar/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]Last week, Oaklgen Wealth hosted investment seminars at the historic Tallow Chandlers’ Hall in London and The Royal Yacht in Jersey, attracting over 150 attendees. Jeff Brummette, Oakglen’s Chief Investment Officer, addressed the audience, providing a 2023
- [December 2023 Investment Summary](https://oakglenwealth.com/news-and-insights/december-2023-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]Dark and freezing cold nights? Check. Busy shops and festive lights? Check. Another thoughtful piece from Oakglen? Check. We’ve got you covered in our Investment Summary for December 2023. The holiday season is almost upon us and
- [Central Bank Update: December 2023](https://oakglenwealth.com/news-and-insights/central-bank-update-december-2023/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]Our Central Bank Update for Q4 | December 2023 is an incisive summary of recent movements from some of the key central banks globally. Let’s take a closer look at what has been happening… The notable decrease
- [Central Bank Update II: December 2023](https://oakglenwealth.com/news-and-insights/central-bank-update-2-december-2023/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]Following on from our recent Central Bank Update: December 2023, the governing bodies of three of the world’s major central banks met last week to make some crucial decisions on monetary policy that will give an indication
- [Seasons Greetings from all of us at Oakglen](https://oakglenwealth.com/news-and-insights/seasons-greetings-from-all-of-us-at-oakglen/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]In the spirit of fostering connection and spreading joy this festive season, the Oakglen Group celebrated a collaborative Christmas event that not only brought colleagues together from across the business but also exemplified the company’s commitment to
- [January 2024 Investment Summary](https://oakglenwealth.com/news-and-insights/january-2024-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]As we enter a new year, let’s look back at global stock market movements and some of the actions taken by central banks in December 2023. The festive month witnessed varied trends and occasional volatility in markets,
- [Oakglen 2023 Review and 2024 Investment Outlook](https://oakglenwealth.com/news-and-insights/oakglen-2023-review-and-2024-investment-outlook/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]Welcome to our 2023 Review and 2024 Investment Outlook. In 2023, the finance industry underwent dynamic changes, compelling Oakglen Wealth to assess some of the key trends and examine how things are evolving. Our review takes a
- [The Houthis, the Red Sea, and inflation](https://oakglenwealth.com/news-and-insights/the-houthis-the-red-sea-and-inflation/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]The Houthis, who are an Iran-backed rebel group, began targeted attacks in November along the key maritime trade route of the Red Sea, with the Hamas-allied group claiming they are aimed at bringing a halt to the
- [Central Bank Update: February 2024 - Where are the rate cuts?](https://oakglenwealth.com/news-and-insights/central-bank-update-february-2024/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]Our Central Bank Update for Q1 | February 2024 is an incisive summary of recent movements from some of the key central banks globally. Let’s take a closer look at what has been happening so far this year…
- [Dedication in Action: A Personal Fundraising Initiative "24for24"](https://oakglenwealth.com/news-and-insights/dedication-in-action-a-personal-fundraising-initiative-24for24/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]Meet Graham Bell, Director of Oakbridge Corporate Services, part of the Oakglen Group. He is an individual whose commitment to making a positive impact extends beyond the ordinary. In his personal time, Graham has taken on the
- [February 2024 Investment Summary](https://oakglenwealth.com/news-and-insights/february-2024-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]February’s 2024 Investment Summary revisits January’s market performance and highlights key trends and opportunities for the month ahead. The more cautious of investors can often expect to be filled with optimism at the start of the year
- [Under the Spotlight: Eloise Rouse](https://oakglenwealth.com/news-and-insights/under-the-spotlight-eloise-rouse/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]Celebrating her one-year anniversary with Oakglen Wealth, our Investment Manager Eloise Rouse stands out for her strong business acumen and exceptional collaborative style. To mark this milestone, we put Eloise under the spotlight with some probing questions
- [Party like it's 1989...](https://oakglenwealth.com/news-and-insights/nikkei-225-index/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″] After three and a half decades the Nikkei 225 Index has finally surpassed its all-time high from December 29, 1989, of 38957.44. I had just started my investment career in the
- [Spring Budget 2024: Economic Priorities and Policy Implications](https://oakglenwealth.com/news-and-insights/spring-budget-2024-economic-priorities-and-policy-implications/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]Dominic Tayler, Managing Director – UK at Oakglen Wealth, offers insights on the 2024 Spring Budget delivered yesterday by the Chancellor, Jeremy Hunt. In the last scheduled Budget before the General Election, the Chancellor shared with the
- [Under the Spotlight: Charlotte Larbalestier](https://oakglenwealth.com/news-and-insights/under-the-spotlight-charlotte-larbalestier/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]Celebrating her one-year anniversary with Oakglen Wealth, our Compliance Officer Charlotte Larbalestier is an asset to the Jersey Wealth Team, with her extraordinary attention to detail, and proactive approach to legislation and regulation. To mark another exciting
- [March 2024 Investment Summary](https://oakglenwealth.com/news-and-insights/march-2024-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]March’s 2024 Investment Summary revisits February’s market performance and highlights key trends and opportunities for the month ahead. Growth stocks kept driving the market higher in February, although regional and sectoral returns also widened. With fresh new
- [Key takeaways from our CIO private client dinner](https://oakglenwealth.com/news-and-insights/key-takeaways-from-our-cio-private-client-dinner/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]Last week, Oakglen Wealth hosted an event for our clients in Jersey featuring Jeff Brummette, our Chief Investment Officer. This gathering provided an opportunity for clients to gain insights into the global economy and financial
- [Central Bank Update: March 2024 – Summertime rate cuts](https://oakglenwealth.com/news-and-insights/central-bank-update-march-2024-summertime-rate-cuts/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]Our Central Bank Update for Q1 | March 2024 is another concise roundup of news and analysis surrounding some of the key central banks globally. Let’s take a closer look at what has been happening since
- [August 2026 Investment Summary](https://oakglenwealth.com/news-and-insights/august-2026-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.7″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]July proved to be another month in which markets were shaped by a rapidly changing mix of geopolitical developments, shifting expectations for interest rates and continued debate around the sustainability of the technology-led
- [Under the Spotlight: Jamie Martin](https://oakglenwealth.com/news-and-insights/under-the-spotlight-jamie-martin/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”]As another year of the Oakglen Wealth Internship Initiative begins, we’re delighted to welcome Jamie Martin to our UK Wealth Team as our new Placement Intern. At Oakglen Wealth, we’re committed to supporting and celebrating every member
- [Quarter 2 2026 Investment Update](https://oakglenwealth.com/news-and-insights/quarter-2-2026-investment-update/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.27.6″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″]Markets experienced a notable shift during the second quarter of 2026, with improving investor sentiment driving a broad recovery across many asset classes despite ongoing geopolitical tensions and economic uncertainty. While the
- [July 2026 Investment Summary](https://oakglenwealth.com/news-and-insights/july-2026-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]Markets often move in unexpected ways, and June was a timely reminder that even positive geopolitical developments do not always translate into positive investor sentiment. Beneath the headlines, shifting expectations around interest rates,
- [June 2026 Investment Summary](https://oakglenwealth.com/news-and-insights/june-2026-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]In this month’s update, our Chief Investment Officer, Jeff Brummette, reflects on a month in which financial markets demonstrated notable resilience despite ongoing geopolitical tensions and continued uncertainty around inflation, interest rates and
- [SpaceX’s $75bn Bet on the Future Faces a Reality Check](https://oakglenwealth.com/news-and-insights/spacexs-75bn-bet-on-the-future-faces-a-reality-check/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]SpaceX’s proposed IPO has already captured global attention, with expectations it could become the largest public offering in the history of the United States. Yet beyond the headlines and eye-watering valuation lies a
- [May 2026 Investment Summary](https://oakglenwealth.com/news-and-insights/may-2026-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.27.6″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]April delivered a sharp rebound across global markets as easing geopolitical tensions and renewed momentum in artificial intelligence investment lifted investor sentiment. Equities rallied strongly, led by technology and semiconductor companies, while developments in energy
- [Central Bank Update: May 2026 - The Energy Shock Part II](https://oakglenwealth.com/news-and-insights/central-bank-update-may-2026-the-energy-shock-part-ii/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]The world’s major central banks may have left policy unchanged at their latest meetings, but the backdrop has shifted materially since our Chief Investment Officer, Jeff Brummette, last examined the implications of geopolitical
- [Q1 2026 Investment Update](https://oakglenwealth.com/news-and-insights/q1-2026-investment-update/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”]The opening quarter of the year presented investors with a rapidly shifting landscape, as early optimism driven by easing inflation and supportive monetary expectations gave way to heightened uncertainty amid escalating geopolitical tensions. Market performance
- [Central Bank Update: March 2026 - The Energy Shock](https://oakglenwealth.com/news-and-insights/central-bank-update-march-2026-the-energy-shock/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]Global monetary policy has entered a holding pattern at a moment of heightened uncertainty, as central banks weigh conflicting economic signals against an increasingly volatile geopolitical backdrop. With financial markets reacting
- [Oil Fears Rising: The Conflict Continues...](https://oakglenwealth.com/news-and-insights/oil-fears-rising-the-conflict-continues/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]The escalation of hostilities involving Iran is rapidly becoming a major shock to global energy markets. With shipping through the strategically vital Strait of Hormuz effectively halted, a critical artery for the world’s
- [March 2026 Investment Summary](https://oakglenwealth.com/news-and-insights/march-2026-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]As we move into March, it is worth pausing to reflect on what proved to be a volatile and, at times, disorienting February. Markets were driven less by steady fundamental progress and more
- [Operation Epic Fury: Tensions Rise in the Middle East](https://oakglenwealth.com/news-and-insights/operation-epic-fury-tensions-rise/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]Before dawn on a late February morning, the balance of power tilted and few people saw it coming. Signals from the United States and Israel had hinted at tension with Iran, yet the
- [Oakglen Wealth makes Jersey investment team promotions alongside business growth](https://oakglenwealth.com/news-and-insights/oakglen-wealth-makes-jersey-investment-team-promotions-alongside-business-growth/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]In this piece we bring to you news of recent employee promotions in our Jersey Investment Team, Myles Renouf to Investment Director and Sarah Lonergan to Client Relationship Manager, as we continue to
- [The Tariff Reversal](https://oakglenwealth.com/news-and-insights/the_tariff_reversal/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”]Markets are navigating a new policy inflection point after the Supreme Court of the United States curtailed tariff authority claimed by President Trump, setting off a rapid sequence of trade actions and legal questions with meaningful macro
- [Japan Update: Landslide Victory for Takaichi](https://oakglenwealth.com/news-and-insights/japan-update-landslide-victory-for-takaichi/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]Japan’s latest election outcome marks a pivotal moment for both its political trajectory and financial markets, as Prime Minister Sanae Takaichi’s Lower House victory grants her administration rare legislative latitude and
- [February 2026 Investment Summary](https://oakglenwealth.com/news-and-insights/february-2026-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]January delivered positive equity returns against an unusually charged political backdrop, underscoring once again the market’s capacity to look through near term noise. From escalating geopolitical tensions and unconventional policy signals
- [Precious Metals Meltdown: Gold and Silver Prices Fall](https://oakglenwealth.com/news-and-insights/precious-metals-meltdown/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”]Precious metals markets delivered a sharp reminder of how quickly sentiment can turn. After a powerful rally that pushed gold and silver to multi-year highs and drew record trading volumes into metals-linked ETFs, last week ended with
- [Spotlight on the United States: Trump Unbound](https://oakglenwealth.com/news-and-insights/trump-unbound/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”]In this United States-focused article, our Chief Investment Officer, Jeff Brummette, examines the widening gap between political volatility and market behaviour, exploring why financial markets remain resilient despite an extraordinary escalation in geopolitical tension and domestic uncertainty
- [January 2026 Investment Summary](https://oakglenwealth.com/news-and-insights/january-2026-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]As the new year begins, we are pleased to share our first market commentary of 2026, setting the tone for a year of informed and forward-looking insight. In this January Investment Summary, our
- [Central Bank Update: December 2025](https://oakglenwealth.com/news-and-insights/central-bank-update-december-2025/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]Central banks have concluded their final policy meetings for 2025, with policymakers increasingly focused on balancing easing inflation against signs of labour market softness. In our Final Central Bank Update 2025, Chief Investment
- [Oakglen Wealth Joins Global Elite at the WealthBriefing Channel Islands Awards](https://oakglenwealth.com/news-and-insights/oakglen-wealth-joins-global-elite/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]In this piece we bring to you the fantastic news regarding our recent win at the WealthBriefing Channel Islands Awards 2025, as we continue to grow our business. The press release from ClearView Financial Media
- [December 2025 Investment Summary](https://oakglenwealth.com/news-and-insights/december-2025-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]Last month delivered no shortage of noise for investors, with sharp swings across equities, fixed income and alternative markets leaving even seasoned risk managers braced for impact. Against this backdrop, our
- [Reflecting on Our Annual Investment Seminar in Jersey](https://oakglenwealth.com/news-and-insights/reflecting-on-our-annual-investment-seminar-in-jersey/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”] Oakglen Wealth Investment Seminar: Trumped! Or Triumphant? Navigating Global Markets in 2026St Helier, Jersey | 19 November 2025 Last week, we were delighted to host our annual investment seminar at the Pomme d’Or Hotel in St
- [November 2025 Investment Summary](https://oakglenwealth.com/news-and-insights/november-2025-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]October proved to be a rewarding month for investors, with both equities and bonds extending their gains amid a supportive policy backdrop. Global markets were buoyed by expectations of further central bank easing,
- [Q3 2025: Discretionary Investment Management Service Update](https://oakglenwealth.com/news-and-insights/q3-2025-discretionary-investment-management-service-update/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]It remains as important as ever for us as a business to reflect on our investment performance and the ongoing strategic decision-making process of our team. In this update, Myles Renouf,
- [Beyond the Parade: China’s Silent Arsenal, the Doctrine of Unrestricted War and its potential implications on the West](https://oakglenwealth.com/news-and-insights/beyond-the-parade-chinas-silent-arsenal-and-the-future-of-global-security/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]In this article, Nigel Smith, Business Development Executive, and William Lamond, Investment Director, examine the profound transformation reshaping global security and the defence industry. As Western nations embark on their most significant rearmament since the
- [October 2025 Investment Summary](https://oakglenwealth.com/news-and-insights/october-2025-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]Global markets continue to shift in response to a mix of economic, political and technological developments, with investors weighing opportunities against persistent risks. Recent months have seen strong performances in certain sectors alongside
- [Central Bank Update: September 2025](https://oakglenwealth.com/news-and-insights/central-bank-update-september-2025/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]The latest policy moves from the world’s major central banks highlight diverging approaches to balancing inflation risks with mounting signs of economic softness. In this article, our Chief Investment Officer, Jeff Brummette, examines the Federal
- [A Merger of Equals: Anglo American and Teck Resources Combine](https://oakglenwealth.com/news-and-insights/a-merger-of-equals-anglo-american-and-teck-resources-combine/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]A major transaction in the mining sector has recently been announced, bringing together two established industry players in a move aimed at creating a stronger, more competitive business. The deal has attracted broad
- [September 2025 Investment Summary](https://oakglenwealth.com/news-and-insights/september-2025-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]As summer drew to a close, financial markets in August remained buoyant despite an increasingly turbulent policy backdrop. Equities advanced across most regions, with U.S. indices hitting fresh highs and Chinese stocks rallying
- [August 2025 Investment Summary](https://oakglenwealth.com/news-and-insights/august-2025-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]In this month’s investment summary, our Chief Investment Officer, Jeff Brummette, reflects on a July shaped by significant developments in global trade policy, central bank manoeuvring, and shifting investor sentiment. Markets
- [Oakglen Sponsors ArtHouse Jersey’s ‘Live at the Barracks 2025’](https://oakglenwealth.com/news-and-insights/oakglen-sponsors-arthouse-jerseys-live-at-the-barracks-2025/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”]Oakglen Wealth is proud to sponsor the return of ArtHouse Jersey’s highly anticipated ‘Live at the Barracks‘ music series for 2025. Set in the historic Grève de Lecq Barracks, the series brings together an exciting lineup of
- [US Tariffs: Here to stay?](https://oakglenwealth.com/news-and-insights/us-tariffs-here-to-stay/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”] With a major trade deadline fast approaching, tensions are rising across global markets. The U.S. is rapidly finalising new trade agreements, triggering significant market shifts and raising critical questions about the impact
- [H1 2025: Discretionary Investment Management Service Update](https://oakglenwealth.com/news-and-insights/h1-2025-discretionary-investment-management-service-update/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]It remains as important as ever for us as a business to reflect on our investment performance and the ongoing strategic decision-making process of our team. In this update, Myles Renouf, Senior Investment
- [July 2025 Investment Summary](https://oakglenwealth.com/news-and-insights/july-2025-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]In this month’s investment summary, our Chief Investment Officer, Jeff Brummette, unpacks what turned out to be the strongest month of the year for U.S. equities; an outcome few would have
- [Under the Spotlight: Tom Wheeler](https://oakglenwealth.com/news-and-insights/under-the-spotlight-tom-wheeler/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]As Oakglen Wealth continues to expand, we remain committed to supporting and celebrating every member of our team—both longstanding colleagues and new joiners. Today, we’re excited to welcome Tom Wheeler to our UK
- [Under the Spotlight: Jody Hollingsworth](https://oakglenwealth.com/news-and-insights/under-the-spotlight-jody-hollingsworth/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]As Oakglen Wealth continues to grow as a business, we remain committed to celebrating every member of our team — both new and established. Today, we’re delighted to introduce Jody Hollingsworth, who has
- [The NATO Summit at the Hague: Defence Spending Hike](https://oakglenwealth.com/news-and-insights/the-nato-summit-at-the-hague-defence-spending-hike/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”] At the recent NATO summit in The Hague, a major shift in defence policy was announced, setting the stage for significant changes across the alliance. With rising global tensions and renewed commitments
- [Central Bank Update: June 2025 - The Summer Snooze](https://oakglenwealth.com/news-and-insights/central-bank-update-june-2025-the-summer-snooze/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]As we enter the heart of summer, central banks appear to be settling into a cautious holding pattern, more reactive than directive, amid mounting global uncertainty. From renewed trade tensions under President Trump
- [Katie Piper at the Jersey Festival of Words 2025](https://oakglenwealth.com/news-and-insights/katie-piper-at-the-jersey-festival-of-words-2025/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]In this piece we bring to you the news of our continued sponsorship of the Jersey Festival of Words 2025 and a very special event with the writer, activist, television presenter and model
- [Middle East Tensions Escalate: Market and Oil Price Impacts](https://oakglenwealth.com/news-and-insights/middle-east-tensions-escalate-market-and-oil-price-impacts/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″] Rising tensions between Israel and Iran have taken a decisive turn with Israel’s recent strikes on Iranian nuclear and military infrastructure—its most assertive military action in decades. The swift retaliation
- [Oakglen Wealth acquires Homebuyer Financial Services Limited](https://oakglenwealth.com/news-and-insights/oakglen-wealth-acquires-homebuyer-financial-services-limited/) - Oakglen Wealth Holding (Jersey) Limited (“Oakglen Wealth”), part of Oakglen Group, has acquired Homebuyer Financial Services Limited (“HBFS”), an independent financial planning firm based in Jersey. This strategic acquisition will expand Oakglen Wealth's offering for clients to include comprehensive financial and retirement planning, alongside its core wealth and investment management services. As part of the
- [June 2025 Investment Summary](https://oakglenwealth.com/news-and-insights/june-2025-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]May proved to be a pivotal month for global markets, with dramatic policy shifts from President Trump once again taking centre stage. Markets rallied as the administration softened its tariff rhetoric, offering temporary
- [Trump 2.0 The First 100 Days – The Art of the Retreat?](https://oakglenwealth.com/news-and-insights/trump-2-0-the-first-100-days-the-art-of-the-retreat/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″] As Donald Trump returned to the White House for his second term, expectations among investors and business leaders soared on promises of tax cuts, deregulation, and a revitalised domestic economy.
- [May 2025 Investment Summary](https://oakglenwealth.com/news-and-insights/may-2025-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]April proved to be a tumultuous month for global markets, dominated by President Trump’s controversial tariff announcements and the ensuing volatility that rattled investors. In this month’s investment summary, Chief Investment Officer, Jeff
- [April 2025 Investment Summary](https://oakglenwealth.com/news-and-insights/april-2025-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]Welcome to our April 2025 Investment Summary, where we blend a bit of springtime optimism with the careful strategy that drives long-term growth. As we step into Quarter 2, the markets are beginning
- [Trump's Tariff Tantrum](https://oakglenwealth.com/news-and-insights/trumps-tariff-tantrum/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”] U.S. stock markets opened sharply lower for a second consecutive day, as investor anxiety deepens over President Trump’s latest outburst in the escalating trade war. The President’s announcement of reciprocal tariffs —
- [Liberation Day: Global Trade Tariffs Announced](https://oakglenwealth.com/news-and-insights/liberation-day-global-trade-tariffs-announced/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]As the U.S. marks what President Donald Trump has dubbed “Liberation Day,” the economic landscape is anything but celebratory. His latest round of trade tariffs, aimed at reducing reliance on foreign
- [March 2025 Investment Summary](https://oakglenwealth.com/news-and-insights/march-2025-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]Spring has sprung, but are markets bouncing back? As we move further into March and the final month of the first quarter, global markets continue to navigate a complex landscape of significant economic
- [Jersey Festival of Words 2025: Writing Competition](https://oakglenwealth.com/news-and-insights/jersey-festival-of-words-2025-writing-competition/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]Entries are now open for the Oakglen Wealth sponsored writing competition in Jersey. ********************************** Calling writers young and old, the Jersey Evening Post 2025 Writing Competition, held in conjunction with the local Jersey
- [The Global Automotive Sector: Losing Grip of the Wheel?](https://oakglenwealth.com/news-and-insights/the-global-automotive-sector-losing-grip-of-the-wheel/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″]Legacy automakers are navigating one of the most disruptive periods in their history, as climate regulations, artificial intelligence, and rapid technological advancements reshape the industry. Stricter emissions policies and the global
- [Central Bank Update: February 2025](https://oakglenwealth.com/news-and-insights/central-bank-update-february-2025/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]As we move further into 2025 and the first quarter continues to unfold, all eyes remain on central banks as they navigate a complex global economic landscape shaped by evolving monetary policy. Against
- [February 2025 Investment Summary](https://oakglenwealth.com/news-and-insights/february-2025-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]With Valentine’s Day on the horizon, investors may be feeling either a deep affection or growing frustration with the markets. January set the tone for the year, revealing key trends that
- [Oakglen Wealth appoints Jersey office Compliance Lead](https://oakglenwealth.com/news-and-insights/oakglen-wealth-appoints-jersey-office-compliance-lead/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″]In this piece we bring to you the news regarding our recent employee appointment of Charlotte Larbalestier, to Head of Compliance, as we continue to grow our team in Jersey. Our
- [Trump Trade War (2.0) Begins](https://oakglenwealth.com/news-and-insights/trump-trade-war-2-0-begins/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]President Trump has once again turned to tariffs as a key weapon in his “America First” economic strategy, imposing a fresh wave of import duties aimed at protecting U.S. industries and
- [Trump 2.0 Goes Live!](https://oakglenwealth.com/news-and-insights/trump-2-0-goes-live/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]Donald Trump and the Republican Party’s return to power would mark a significant shift in U.S. policy and leadership style. Known for his unconventional approach to governance, Trump’s presidency challenges traditional political norms,
- [Market Outlook 2025: Trump meets Goldilocks](https://oakglenwealth.com/news-and-insights/market-outlook-2025-trump-meets-goldilocks/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]As we motor ahead in 2025, markets are navigating a delicate balance between optimism and uncertainty, reminiscent of Goldilocks’ pursuit of “just right.” But what happens when this fairy tale meets
- [Oakglen Wealth adds Jack Harris to London investment team](https://oakglenwealth.com/news-and-insights/oakglen-wealth-adds-jack-harris-to-london-investment-team/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″]In this piece we bring to you the news regarding the appointment of Investment Manager, Jack Harris, to our London investment team, as we continue to grow our teams across the
- [Oakglen Wealth makes Jersey investment team promotions](https://oakglenwealth.com/news-and-insights/oakglen-wealth-makes-jersey-investment-team-promotions/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″]In this piece we bring to you the news regarding recent employee promotion of members of our Jersey Investment Team, Myles Renouf to Senior Investment Manager and Tara Le Feuvre to
- [H2 2024: Discretionary Investment Management Service Update](https://oakglenwealth.com/news-and-insights/h2-2024-discretionary-investment-management-service-update/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]As we move forward into the new year, it is as important as ever for us as a business to continue to reflect upon our investment performance and the ongoing strategic decision-making process
- [Rising UK Gilts: Cause for Concern](https://oakglenwealth.com/news-and-insights/rising-uk-gilts-cause-for-concern/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]The UK gilt market has recently faced significant turbulence, with yields climbing to their highest levels in years. Rising yields, driven by persistent inflationary pressures and expectations of prolonged tight monetary
- [January 2025 Investment Summary](https://oakglenwealth.com/news-and-insights/january-2025-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]A new year has begun, and the investment landscape remains dynamic, shaped by shifting market trends, evolving economic conditions, and the enduring impact of global events. January presents a critical opportunity to reassess
- [France’s 2024 Budget Update: Special Law…and Order?](https://oakglenwealth.com/news-and-insights/frances-2024-budget-update-special-law-and-order/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]France has recently passed a critical piece of legislation aimed at stabilising its national budget and averting a repeat of the parliamentary deadlock that threatened its governance. This special law, while seen as
- [Central Bank Update: December 2024 - The End of Year Wrap Up](https://oakglenwealth.com/news-and-insights/central-bank-update-the-end-of-year-wrap-up/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]As the year draws to a close, all eyes have been on central banks to navigate a complex global economic landscape, through their evolving monetary policy. With a backdrop of persistent inflationary pressures,
- [Donald Trump: The Comeback King](https://oakglenwealth.com/news-and-insights/donald-trump-the-comeback-king/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]US President-elect Donald Trump is once again making headlines. Whether it’s his political aspirations, business ventures, or legal battles, Trump continues to shape the global conversation. Here’s the latest on the man who
- [December 2024 Investment Summary](https://oakglenwealth.com/news-and-insights/december-2024-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]As December begins, we find ourselves reflecting on November – a month that delivered plenty for investors to consider. Markets shifted, responding to economic data, central bank signals, and geopolitical events.
- [C'est La Vie: France In Political Uncertainty](https://oakglenwealth.com/news-and-insights/cest-la-vie-france-in-political-uncertainty/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]As you will have no doubt been reading over the last few days, the French government, led by Prime Minister Michel Barnier, is on the cusp of collapse due to a contentious 2025
- [Oakglen Wealth eyes further growth with appointment to support leadership teams](https://oakglenwealth.com/news-and-insights/oakglen-wealth-eyes-further-growth-with-appointment-to-support-leadership-teams/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]In this piece we bring to you the news of the recent appointment of our new Financial Controller for UK and Jersey, Charlie Nicholls, as we continue to grow our teams.
- [The Trump Agenda 2.0](https://oakglenwealth.com/news-and-insights/the-trump-agenda-2-0/) - Introduction Donald Trump’s recent election as President, along with the Republican Party gaining control of the Senate and the retention of the House of Representatives, gives Trump a unique opportunity to implement his policy plans. His “Make America Great Again” pledge focuses on four main areas: taxes, immigration and border control, regulation, and trade (tariffs).
- [UK CPI Inflation Note: Jumping Above Target](https://oakglenwealth.com/news-and-insights/uk-cpi-inflation-note-jumping-above-target/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″]This morning’s data from the Office for National Statistics (ONS) revealed that UK consumer price inflation (CPI) climbed to 2.3% in October, surpassing economists’ projections for a print of 2.2%, up
- [November 2024 Investment Summary](https://oakglenwealth.com/news-and-insights/november-2024-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]As we settle into November and the final stretch of the year, it’s hard not to look back on October without a hint of awe. Like a well-timed firework display, markets delivered a
- [A Look At The Luxury Market](https://oakglenwealth.com/news-and-insights/a-look-at-the-luxury-market/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]In today’s evolving financial landscape, the luxury goods market has emerged as a compelling investment opportunity for discerning investors. From iconic fashion houses to rare collectibles, high-end assets are not only symbols of
- [October 2024 Investment Summary: 3rd Quarter Analysis](https://oakglenwealth.com/news-and-insights/october-2024-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]Autumn is officially here. As we leave behind the third quarter and enter Q4 2024, our Chief Investment Officer, Jeff Brummette, reflects on the market developments from September, analysing key drivers
- [US Election Update: September 2024](https://oakglenwealth.com/news-and-insights/us-election-update-september-2024/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]As the 2024 US election approaches, market dynamics are expected to shift in response to the upcoming changes – either America getting its first woman president or a second term of Donald Trump.
- [Central Bank Update: September 2024 - Fed (50), ECB (25) & BOE (Nil)](https://oakglenwealth.com/news-and-insights/september-2024-central-bank-update/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]Recently, central banks worldwide have been adjusting their policies in response to persistent inflation and economic uncertainty. These moves aim to strike a balance between controlling inflation and sustaining economic stability, though the
- [September 2024 Investment Summary](https://oakglenwealth.com/news-and-insights/september-2024-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]As we step into September, our latest investment summary reflects on the key market movements and investment opportunities that emerged in August. From shifting economic indicators to evolving market dynamics, August was a
- [Jackson Hole Update: Rate cuts are coming!](https://oakglenwealth.com/news-and-insights/jackson-hole-update-rate-cuts-are-coming/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]Following on from our recent summary on the Jackson Hole Economic Symposium organised by the Federal Reserve Bank of Kansas City, our Chief Investment Officer, Jeff Brummette, provides an update on the conference held
- [Eyes on Powell: The Jackson Hole Economic Symposium](https://oakglenwealth.com/news-and-insights/eyes-on-powell-at-jackson-hole/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]The Jackson Hole Economic Symposium is the annual gathering organised by the Federal Reserve Bank of Kansas City. It takes place in Jackson Hole, Wyoming, and often sets the tone for
- [Summer Swoon: August 2024 Equity Meltdown](https://oakglenwealth.com/news-and-insights/summer-swoon-august-2024-equity-meltdown/) - Discover effective wealth management strategies to navigate the August 2024 equity meltdown. Learn how you could adjust your portfolio to weather the storm.
- [H1 2024: Discretionary Investment Management Service Update](https://oakglenwealth.com/news-and-insights/h1-2024-discretionary-investment-management-service-update/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]As we enter the second half of 2024, it is important for us as a business to continue to reflect upon our investment performance and the ongoing strategic decision-making process of our team.
- [August 2024 Investment Summary](https://oakglenwealth.com/news-and-insights/august-2024-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]As we begin another summer month, the global economic landscape presents a complex array of opportunities and challenges for investors. From the persistent inflation concerns in major economies to the shifting dynamics in
- [Reshaping An Industry - The Artificial Intelligence (AI) Revolution](https://oakglenwealth.com/news-and-insights/reshaping-an-industry-the-ai-revolution/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″]Artificial Intelligence (AI) stocks represent companies engaged in the development and application of AI technologies across various sectors, including healthcare, finance, automotive, and technology. Our Investment Director, William Lamond, provides an
- [US Election Update - July 2024](https://oakglenwealth.com/news-and-insights/us-election-update-july-2024/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]It’s been a historic night in US politics and the updates have been coming in thick and fast. Our Chief Investment Officer, Jeff Brummette, offers some insight into the landscape of this election
- [Bergerac is back with a book at the Jersey Festival of Words 2024](https://oakglenwealth.com/news-and-insights/bergerac-is-back-at-the-jersey-festival-of-words-2024/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]In this piece we bring to you the news of our continued sponsorship of the Jersey Festival of Words 2024 and a very special event with renowned actor and author John
- [Under the Spotlight: Seun Onayade](https://oakglenwealth.com/news-and-insights/under-the-spotlight-seun-onayade/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]As the Oakglen Wealth team continues to grow, we are keen to champion all of our employees, both new and existing. Today, we have the pleasure of introducing Sean Onayade, who joins
- [UK General Election: Part 3 - The Final Result](https://oakglenwealth.com/news-and-insights/uk-general-election-part-3-the-final-result/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]After six weeks of campaigning, the Labour Party are now officially in office. Following their landslide victory in the General Election last week, Dominic Tayler, Managing Director at Oakglen Wealth UK, offers some
- [H1 2024 Investment Summary](https://oakglenwealth.com/news-and-insights/h1-2024-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]Since we have surpassed the midpoint of 2024, now is a good time to examine the key market trends, economic indicators and portfolio performance so far this year, highlighting the impact of global
- [UK General Election: Part 2 - Polling Day Approaches](https://oakglenwealth.com/news-and-insights/uk-general-election-part-2-polling-day-approaches/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]With only a few days remaining until voters’ head to the polls on 4th July, Dominic Tayler, Managing Director at Oakglen Wealth, offers a preview of the UK General Election, where Labour appears
- [Oakglen Wealth appoints Jersey Managing Director](https://oakglenwealth.com/news-and-insights/oakglen-wealth-appoints-jersey-managing-director/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]In this piece we bring to you the news of our new Managing Director Appointment in Jersey, as David Baker steps down for retirement and passes on the baton to Allan Stewart. Our
- [Oakglen Wealth launches IHT Solution in partnership with Toscafund AM LLP](https://oakglenwealth.com/news-and-insights/oakglen-wealth-launches-iht-solution-in-partnership-with-toscafund/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]In this piece we bring to you the exciting news of Oakglen Wealth partnering with the specialist investment manager Toscafund Asset Management LLP, to launch our new AIM Inheritance Tax Service. Our press
- [Oakglen Wealth to manage Blacktower's Libero Portfolio Management Service](https://oakglenwealth.com/news-and-insights/oakglen-wealth-to-manage-blacktowers-libero-portfolio-management-service/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]In this piece we bring to you the fantastic news of Oakglen Wealth being entrusted further by Blacktower Financial Management Group to manage its new Portfolio Management Service. Our press release covers more
- [Summer is here – time for suncream, BBQs, and central bank rate cuts?](https://oakglenwealth.com/news-and-insights/summer-is-here-central-bank-cuts/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]With a number of central bank meetings taking place recently and monetary policies being reviewed, now is a good time to catch up on things. Chief Investment Officer Jeff Brummette, takes a closer
- [June 2024 Investment Summary](https://oakglenwealth.com/news-and-insights/june-2024-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]As we motor towards the end of Quarter 2 and the UK General Election, our June 2024 Investment Summary reflects upon the month of May and the upcoming weeks in June. With geopolitics
- [UK General Election: Part 1 - The Dissolution of Parliament](https://oakglenwealth.com/news-and-insights/uk-election-part-one-the-dissolution-of-parliament/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]Two weeks on from the announcement by Prime Minister Rishi Sunak that the UK would hold a General Election on 4th July, Dominic Tayler, Managing Director of Oakglen Wealth UK, examines
- [Jersey Festival of Words 2024: Writing Competition](https://oakglenwealth.com/news-and-insights/jersey-festival-of-words-2024-writing-competition/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]Entries are now open for the Oakglen Wealth sponsored writing competition in Jersey Pick up your writing tools and get scribbling, as entries are now open for the Jersey Festival of Words
- [Oakglen Wealth Appoints Head of Compliance - Phil Burbidge](https://oakglenwealth.com/news-and-insights/oakglen-wealth-appoints-head-of-compliance/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]In this piece we bring to you the exciting news of the continuing expansion of our investment management team in the UK, with senior appointment, Philip Burbidge. Our press release covers more information
- [China Ultra-Long Debt Sale](https://oakglenwealth.com/news-and-insights/china-ultra-long-debt-sale/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”] China has recently unveiled plans to conduct auctions for the first tranches of special central government bonds, with the sale process expected to begin this Friday. The proceeds will be used to
- [The Bid for Anglo American](https://oakglenwealth.com/news-and-insights/the-bid-for-anglo-american/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]In late April, BHP Group (BHP) announced that it had approached the management of Anglo American PLC with an all-share deal valuing the company at £31.1bn. The non-binding offer came with
- [Central Bank Update: 9 May 2024 – Rates remain unchanged](https://oakglenwealth.com/news-and-insights/central-bank-update-9-may-2024-rates-remain-unchanged/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]Our Central Bank Update for Q2 | May 2024 is another concise roundup of news and analysis surrounding some of the key central banks globally. The Bank of England (BoE) just concluded their
- [Under the Spotlight:  Tara Le Feuvre](https://oakglenwealth.com/news-and-insights/under-the-spotlight-tara-le-feuvre/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]As the Oakglen Wealth team continues to grow, we are keen to champion all of our employees, both new and existing. Today we have the pleasure of introducing Tara Le Feuvre, the latest
- [May 2024 Investment Summary](https://oakglenwealth.com/news-and-insights/may-2024-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]Our May 2024 Investment Summary reflects upon a somewhat taxing period of market performance for April and what to expect for the upcoming month of May, as we continue further into Q2. Our Chief
- [Oakglen Wealth becomes an affiliated partner of FEIFA](https://oakglenwealth.com/news-and-insights/oakglen-wealth-partners-with-feifa/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]In this piece we bring to you the fantastic news of Oakglen Wealth being confirmed as an affiliated partner with FEIFA (Federation of European Independent Financial Advisers). The press release from FEIFA covers
- [The Fed, 1st Quarter Earnings, and the Equity Market](https://oakglenwealth.com/news-and-insights/the-fed-1st-quarter-earnings-and-the-equity-market/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]We are now deep into the reporting season for 1st Quarter earnings, and we are one third into a year that was supposed to bring us as many as six rate cuts by
- [Q1 2024: Discretionary Investment Management Service Update](https://oakglenwealth.com/news-and-insights/q1-2024-update-discretionary-investment-management-service/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]As we continue further into 2024, it is imperative for us as a business to reflect upon our investment performance and the ongoing strategic decision-making process of our team. In this
- [The Oakglen Wealth Discretionary Investment Management Service](https://oakglenwealth.com/news-and-insights/the-oakglen-wealth-discretionary-service/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]Navigating the complexities of financial markets requires a blend of expertise, insight, and innovation. At Oakglen Wealth, we take pride in delivering a discretionary investment management service that goes beyond conventional approaches. Central
- [Middle East Update: Iran-Israel Conflict Unfolds](https://oakglenwealth.com/news-and-insights/middle-east-update-iran-israel-conflict-unfolds/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]In the ever-turbulent landscape of the Middle East, tensions between Iran and Israel have once again reached a boiling point. Recent events have seen a dramatic escalation in hostilities, prompting global concern and
- [Exploring the Dynamics of European Defence Stocks](https://oakglenwealth.com/news-and-insights/exploring-the-dynamics-of-european-defence-stocks/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]As geopolitical tensions continue to shape global security landscapes, investors are increasingly turning their attention to European defence stocks. With Europe’s strategic importance on the rise and nations prioritising defence spending, the market
- [Q1 2024 Investment Summary](https://oakglenwealth.com/news-and-insights/quarter-1-2024-investment-summary/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]Our Q1 2024 Investment Summary revisits the strong market performance of the first quarter and what we expect to see in the month ahead as we enter Q2. Will markets manage to grind
- [A sense-check of your allowances doesn’t need to be taxing](https://oakglenwealth.com/news-and-insights/sense-check-your-tax-allowances/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]As the current tax year draws to a close (5 April 2024), now is the perfect time to review your finances and consider making the most of your personal allowances. These can include

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