Nick is our Chief Operating Officer at Oakglen and brings decades of practical client focussed knowledge and technology experience to his role. He began his private client wealth management career in 1996 at Henderson Crosthwaite, which later became Investec Wealth and Investments, where he looked after UK-based private individuals, charities, trusts and pension funds. In 2009 he moved to UBS Wealth Management, where he managed a team of investment managers, and in 2016 he was appointed as Co-Head of UBS SmartWealth, a digital wealth management offering. Between leaving UBS in 2018 and starting with Oakglen in June 2022, Nick worked as a consultant for many types of financial services businesses, from start-ups to well-established companies, at different stages of the business cycle. Nick is a Chartered Fellow of the Chartered Institute of Securities and Investments.