Jersey wealth manager expands into the UK under ex Quilter exec

Oakglen Wealth is set to open an investment management arm

Hope William-Smith
clock • 1 min read

Jersey wealth manager Oakglen Wealth is explaining into the UK’s mainland with the lunch of an investment management arm.

The firm - formerly known as Oakbridge Wealth - will also expand into the UK's wealth advisory market and will be lead by former Quilter Cheviot executive director Dominic Tayler. Tayler has been named managing director of the firm, whose client base ranges from private clients, to trusts and charities. It is a privately-owned business within the wider Oakglen Group which also has interests throughout both Europe and North America. Group head of wealth management Jamie Crawford said the firm was excited to launch into the UK market. He added: "We are delighted also to welcome Domin...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Feel Good Friday: Planning firm funds Christmas for hard-hit families

Feel Good Friday: Planning firm funds Christmas for hard-hit families

Celtic Financial Planning donates hundreds of pounds worth of vouchers

Professional Adviser
clock 06 December 2024 • 1 min read
SJP rejoins FTSE 100

SJP rejoins FTSE 100

The wealth manager returns to UK’s large cap index

Eve Maddock-Jones
clock 05 December 2024 • 1 min read
Advisers warm to AI as majority see ChatGPT as opportunity

Advisers warm to AI as majority see ChatGPT as opportunity

Only 25% of advisers now perceive AI as a threat

Sahar Nazir
clock 05 December 2024 • 2 min read