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Oakglen Wealth
Established in 2016, Oakglen Wealth is an independent investment manager combining service-oriented discretionary and advisory investment management.
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. Our services include: - Discretionary Investment Management Service - Advisory Investment Service - Specialist Investment Solutions Oakglen Wealth is 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. IMPORTANT: - Oakglen Wealth (Jersey) Limited is regulated by the Jersey Financial Services Commission (JFSC) in Jersey (Registration No. 121454). - Oakglen Wealth Limited is registered in England and Wales (Company No. 13182724) and is authorised and regulated by the Financial Conduct Authority (FCA) in the UK (FRN 961763). Information published on Social Media (“LinkedIn”) by Oakglen Wealth is for information purposes only and must be read in conjunction with information posted on our website www.oakglenwealth.com
General information
Firm type
Bank / Wealth / Trust
Year founded
2016
Location
Region
Europe
Country
United Kingdom
City
St Helier
Corporate office
St Helier, Jersey, United Kingdom
Sector focus
Frequently asked questions
How does Oakglen Wealth's Jersey domicile shape its investment approach?
Jersey's status as a self-governing Crown Dependency provides a tax-neutral platform for multi-currency investment mandates. This allows Oakglen to structure growth-capital investments and wealth-management services for non-UK domiciled families without triggering local withholding taxes. The jurisdiction also requires a Jersey Financial Services Commission regulatory license, which imposes governance, capital adequacy, and audit standards beyond typical wealth-manager thresholds.
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