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 team have to say.
Quilter Cheviot veteran Dominic Tayler at the helm as Managing Director (UK)
London, 17 April 2023 – Jersey based Oakglen Wealth (formerly known as Oakbridge Wealth) announces the launch of its UK business, marking an expansion of its presence in the investment management and wealth advisory arena.
Industry veteran Dominic Tayler joins Oakglen Wealth as Managing Director to lead the UK business. Dominic has over thirty years of industry experience and was formerly at Quilter Cheviot where he served as Executive Director for ten years.
An independently owned and managed business, part of the Oakglen Group, Oakglen Wealth seeks to combine service-oriented discretionary and advisory investment management to meet the needs of its clients, ranging from private clients and trusts to family offices and charities. Oakglen Wealth’s personalised service is powered by market-leading technology, enabling a streamlined and efficient level of service for clients with varying risk tolerances and return appetites.
Oakglen Wealth was established in Jersey in 2016 and comprises of a highly skilled team who have worked together for many years. The firm is a part of Oakglen, a group of investment and operating companies with interests across the UK, Channel Islands, Europe and North America in the real estate, private equity, and financial services sectors, responsible for assets of more than GBP 1bn. Oakglen is privately-owned and headquartered in Jersey, Channel Islands.
Jamie Crawford, Group Head of Wealth Management, said: “We are excited to launch our UK arm and bring our expertise to clients in this region. We are delighted also to welcome Dominic to the team. His extensive experience over thirty years in wealth management will be invaluable to our clients and his appointment is a testament to our commitment to providing the best service possible. We are confident that he will be instrumental in driving the growth of our UK business.”
Dominic Tayler, Managing Director (UK), added: “I am pleased to be joining Oakglen Wealth and to lead the UK team. The company’s investment in its platform and technology is a clear advantage in this highly competitive market as it provides greater flexibility for clients in how they access and interact with their portfolios. The company understands the importance of engaging with clients and has built a strong reputation for delivering bespoke solutions for its clients in Jersey. I am looking forward to building on this success in the UK market.”
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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