The Oakglen Wealth Discretionary Investment Management Service

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 to this is our risk management framework which seeks to limit drawdowns.

In this article, Oakglen Wealth Investment Manager, Myles Renouf, provides a detailed look into our investment philosophy and the performance we have delivered for our clients.

Our investment philosophy is founded on our investment beliefs. These beliefs provide a framework for exercising judgement and making investment decisions. The investment beliefs are not a checklist, but a guide for making decisions that often require balancing multiple associated decision factors:



A long-term investment horizon is a prerequisite to tolerate some volatility in asset values and returns, as long as there is sufficient liquidity within the portfolio.


Strategic asset allocation is the dominant determinant of portfolio risk and return;

• We will aim to diversify the portfolio across different risk factors and return drivers.


Risk will only be taken where we have a strong belief we will be rewarded for it.


Costs matter and need to be effectively managed.


Our preference is for active management over passive; however, index tracking strategies will be used where we lack conviction or demonstrable evidence that value cannot be added through active management.


Risks are multi-faceted and not fully captured through measures such as volatility or maximum drawdown;

• There is a clear process for managing risk through the development of a product risk rating framework.


Our risk management framework seeks to limit the drawdowns in our portfolios, resulting in a less volatile outcome for clients and compelling risk-adjusted returns. Furthermore, we are not benchmark constrained, which provides us with greater flexibility whilst navigating financial markets.

By way of an example our Diversify strategy, tailored for medium-risk investors, has delivered a net return of +20.5% since its inception (31.12.2019) to year-end 2023. In comparison, the ARC Sterling Balanced Asset PCI peer group achieved a return of +7.9% over the same period.

Similarly, the Grow strategy, designed for high-risk investors, has returned +33.2% net of fees since its inception (31.12.2019) to year-end 2023. This has resulted in an outperformance of 19.2% versus the peer group, with the ARC Sterling Equity Risk PCI delivering +14% over the same period.

In 2023, our Diversify and Grow strategies continued to deliver favourable returns with the Diversify strategy returning +6.1%, outperforming the peer group’s return of +5.8%, and the Grow strategy generating a return of +8.8% compared to the peer group’s return of +8.3%.

By employing a blend of thorough research, diversified asset allocation, and proactive risk and portfolio management, led by our Chief Investment Officer, Jeff Brummette, we have produced consistent investment returns for our clients.

Looking ahead, we continue to invest in our people, and systems. In today’s digital age, innovation and technology play a pivotal role in driving investment process. Recognising this, we utilise cutting-edge tools and advanced analytics to enhance our decision-making processes and optimise portfolio performance. Our investment platform, hosted by SEI, provides clients with real-time access to their portfolios, performance metrics, and market insights. We will also be shortly launching an app for Android and iOS.

Over the last few years, we have experienced significant growth, reflected not only in our expanding client base and assets under management, but also in the recruitment of new personnel and the establishment of an office in London following FCA approval in 2022. As our business has flourished, we have sought out talented professionals who share our values and vision, individuals who bring diverse perspectives, skills, and experiences to our team which now numbers 30 employees across Jersey and the UK.


To find out more about our discretionary investment management services, please contact the below:



  Email   Jersey@oakglenwealth.com
  Tel   +44 (0) 1534 789 942




  Email   UK@oakglenwealth.com
  Tel   +44 (0) 20 4583 1118



Capital may be at risk.

Myles Renouf
Investment Manager


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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.