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. Our press release covers more information on yet another exciting milestone and what our senior management team have to say.
London, 23 October 2023 – Oakglen Wealth (formerly known as Oakbridge Wealth) is delighted to announce the appointments of distinguished industry professionals, Richard Firth and Michael Clarke, to its growing team, strengthening the firm’s commitment to delivering exceptional wealth management services.
Consultant – UK
Richard Firth, a seasoned financial services professional with a remarkable three-decade career, joins Oakglen Wealth as a Consultant, with his base in the UK. Richard’s extensive experience includes holding executive positions at renowned financial institutions such as Quilter Cheviot, Cazenove, and Greig Middleton. He is a Chartered Wealth Manager and Chartered Fellow of the Chartered Institute for Securities & Investment (CISI). Prior to joining Oakglen Wealth, Richard served as an Executive Director and Senior Investment Manager at Quilter Cheviot Ltd.
Investment Director – Jersey
Michael Clarke assumes the role of Investment Director at Oakglen Wealth. Based in Jersey, he will play a pivotal role in offering support and guidance to private clients, family offices, and trust companies. Michael boasts over 35 years of industry experience, having held senior wealth management positions at HSBC and UBS. He is an Associate of the London Institute of Banking & Finance and a Member and Securities Representative of the CISI. Michael’s most recent position was Executive Director and Head of Private Clients at UBS Wealth Management Jersey.
Dominic Tayler, Managing Director (UK), commented: “We are thrilled to welcome Richard and Michael to the Oakglen Wealth team. Their extensive industry knowledge and impressive track records will be invaluable as we continue to expand our wealth management services and offer clients the highest level of expertise.”
David Baker, Managing Director (Jersey), commented: “Michael joins a business that recognises the importance of human capital in the investment process, and since its launch seven years ago that resource has brought tangible benefits to clients. Michael is a very welcomed addition to the team.”
Oakglen Wealth, part of the Oakglen Group, recently launched its UK business in April 2023, marking a significant step in expanding its presence in the investment management and wealth advisory sector. As an independently owned and managed business, Oakglen Wealth is dedicated to delivering discretionary and advisory investment management services tailored to meet the unique needs of clients, including private clients, trusts, family offices, and charities. The firm combines its personalised services with cutting-edge technology to provide clients with efficient and effective solutions, accommodating various risk tolerances and return objectives.
Oakglen Wealth comprises a highly skilled team with years of experience working together. As part of the Oakglen Group, Oakglen Wealth is one of several 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.
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