Jersey-based Oakglen Wealth, formerly known as Oakbridge Wealth, has created a UK business, in a bid to expand its presence in the investment management and wealth advice arena.
Industry veteran Dominic Tayler has joined Oakglen Wealth as managing director to lead the UK business. Tayler has over 30 years of industry experience and was formerly at Quilter Cheviot, where he served as executive director for 10 years.
An independently owned and managed business, part of the Oakglen Group, Oakglen Wealth seeks to combine discretionary and advisory investment management to meet the needs of its clients, ranging from private clients and trusts to family offices and charities.
Oakglen Wealth was established in Jersey in 2016 and comprises of a highly skilled team who have worked together for many years.
Jamie Crawford, group head of wealth management at Oakglen Group, said: “We are excited to launch our UK arm and bring our expertise to clients in this region. We are delighted also to welcome Dominic to the team. His extensive experience over 30 years in wealth management will be invaluable to our clients and his appointment is a testament to our commitment to providing the best service possible. We are confident that he will be instrumental in driving the growth of our UK business.”
Tayler added: “I am pleased to be joining Oakglen Wealth and to lead the UK team. The company’s investment in its platform and technology is a clear advantage in this highly competitive market as it provides greater flexibility for clients in how they access and interact with their portfolios. The company understands the importance of engaging with clients and has built a strong reputation for delivering bespoke solutions for its clients in Jersey. I am looking forward to building on this success in the UK market.”
The firm is a 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, responsible for assets of more than £1bn. Oakglen is privately-owned and headquartered in Jersey, Channel Islands.
This story originated on our sister title, International Adviser.
