Oakglen Wealth becomes an affiliated partner of FEIFA

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 more information on this exciting milestone and what key stakeholders have to say across both entities.

London / Jersey | 1 May 2024 – FEIFA (Federation of European IFAs) is very pleased to announce a formal affiliation with investment company Oakglen Wealth. The relationship with FEIFA will be headed up by Nick Davis, Investment Director – UK, at Oakglen.

“We are thrilled to announce a new chapter in our journey, as Oakglen Wealth proudly affiliates with FEIFA”, Davis explained. “This Partnership marks a significant milestone in our commitment to collaborate with financial advisers and provide access to our investment solutions.”

Oakglen Wealth was established in 2016 on completion of a management buyout of the Credit Suisse Jersey business. The firm provides discretionary, advisory, and execution-only investment services to private clients, financial advisers, trustees, charities, and family offices. Following FCA approval in 2022, the Group launched a UK business in early 2023.

“Our investment philosophy prioritises risk awareness over benchmark adherence,” Davis stated. “Whilst benchmarks can provide a reference point for performance evaluation, we believe solely relying on them may not always align with the specific needs and risk tolerance of the client. Instead, our investment approach places a strong emphasis on understanding and managing investment risk. This risk-aware approach results in less of a drawdown when markets sell-off.”

“This is another excellent Partnership and very much complimentary to our existing relationships”, FEIFA CEO, Paul Stanfield, confirmed. “By joining forces with FEIFA, Oakglen aims to enhance the depth and breadth of its offerings, providing our members with access to an even wider array of resources, expertise, and opportunities to optimise their advice to clients.”

FEIFA is a non-profit trade association and has partnerships with a wide range of companies, including all the relevant international life companies, major asset managers, and key international pension and trust companies.

The Federation’s member companies advise on cumulative assets in excess of €12 billion. They are English-speaking advisory businesses, active across Europe.

-END-

FOR FURTHER INFORMATION, PLEASE CONTACT:

FEIFA
(The Federation of European Independent Financial Advisers)
Paul Stanfield
Chief Executive Officer

E: pstanfield@feifa.eu

NOTES TO EDITORS

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.

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.

For further details please visit: www.oakglenwealth.com

About FEIFA
(The Federation of European Independent Financial Advisers)

FEIFA is a trade association, not a network. It works closely with networks, where relevant, to provide IFAs with as much support as possible. They were formed over a decade ago and aim to provide benefits to its member IFAs, as well as to consumers and product providers.

FEIFA formed in May 2009 and launched in August of that year after a number of European-based industry professionals concluded that it was in the interests of both the advisory sector and of consumers to establish such a body, to represent appropriately regulated and licensed advisory firms and look to raise standards of professionalism, expertise and advice.

FEIFA offers a valuable service for advisers by helping to establish a favourable operating environment, a forum for discussion and by distributing relevant industry and technical information to assist them in their businesses.

For further details please visit: www.feifa.eu

Oakglen Wealth

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Data Source: Oakglen Wealth (Jersey) Limited and Oakglen Wealth Limited, otherwise specified.

Oakglen is a registered business name of Oakglen Wealth (Jersey) Limited and Oakglen Wealth Limited.

Oakglen Wealth (Jersey) Limited is regulated in Jersey by the Jersey Financial Services Commission for the conduct of Investment Business and is a limited company with company number 121454, incorporated in Jersey on 7 June 2016. Its business address is 4th Floor, 1 IFC, St Helier, Jersey, JE2 3BX.

Oakglen Wealth Limited is authorised and regulated by the Financial Conduct Authority. The registered address of Oakglen Wealth Limited is 30 Golden Square, London, United Kingdom, W1F 9LD and is registered in England and Wales with number 13182724.

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