Oakglen Wealth Appoints Head of Compliance – Phil Burbidge

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 on yet another exciting milestone and what our senior management team have to say.

London, 20 May 2024 – Oakglen Wealth, the independently owned wealth manager with offices in Jersey and London, announces the appointment of Philip (Phil) Burbidge as Head of Compliance. This newly created role underscores the firm’s commitment to maintaining the highest standards of regulatory compliance and ethical conduct.

Phil will be responsible for continuing to enhance Oakglen Wealth’s governance and compliance framework. With 37 years’ industry and regulatory experience Phil joins Oakglen Wealth from Quilter Cheviot where he was Head of Oversight & Support, having joined Cheviot Asset Management as Head of Legal & Compliance in 2006. Prior to that he was the Compliance Officer for UBS Wealth Management (UK) Ltd and Laing & Cruickshank Investment Management Ltd.

Phil will be based in London and the appointment is effective immediately.


Jamie Crawford, Group Head of Wealth Management, said: “We are pleased to welcome Phil to join our highly skilled team at Oakglen Wealth. His appointment will be instrumental in further enhancing our risk and compliance functions and in supporting our business strategy and growth. Phil’s expertise will also be paramount to navigating the ever evolving and complex regulatory landscape, while ensuring that we continue to deliver the highest level of service to our clients.”

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Phil Burbidge
Head of Compliance – UK


Phil Burbidge commented: “I’m thrilled to join Oakglen Wealth. The firm’s offering is truly dedicated towards putting the clients’ interests first, by providing a personalised service powered by leading technology. As an independent firm it operates with uncompromising integrity, and my role will be to ensure that we continue to adhere to the highest standards of regulatory compliance, allowing our clients to have full confidence in our service.”

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

Click here to connect with Phil on LinkedIn | Contact Phil >



Oakglen Wealth continues to expand the team across both jurisdictions, with recent senior appointments including Richard Firth as Consultant in London and Michael Clarke as Investment Director in Jersey.

Oakglen Wealth is part of Oakglen, a group of investment and operating companies with interests across the UK, Channel Islands, Europe, and North America, focusing on real estate, private equity, and financial services. The group is responsible for assets exceeding GBP 1 billion and is privately owned, with its headquarters in Jersey, Channel Islands.





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About Oakglen Wealth

Established in 2016, Oakglen Wealth is an independent investment manager combining service-oriented discretionary and advisory investment management. As an independently owned and managed business, part of the Oakglen Group, our clients are always the priority.

Oakglen Wealth seeks to build enduring relationships, understanding individual needs and constructing strategies that help clients achieve superior outcomes. Oakglen’s distinctive network allows clients to access new investment opportunities and innovative ideas. Its highly personalised service is delivered by an experienced team and is powered by the very latest technology.

For further details please visit: www.oakglenwealth.com


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