Oakglen Wealth - Jersey

Welcome to the Oakglen Wealth Mobile App.

With a sleek interface and cutting-edge tools, our App offers financial market insights, high-level oversight of your assets, and a document store for your valuation reports, contract notes etc.

We are excited to announce that the App is now live and ready to download for both iOS and Android mobile operating systems. Whether you are an experienced investor or just looking for some peace of mind on how your money is being managed, our App provides the resources to ensure you are kept up to date with the performance of your investment portfolio, as well as the latest financial market developments.

With the app, you can:
• Get a detailed overview of your Oakglen Wealth investment portfolio with our concise summary of portfolio structure and asset breakdown. Customise your wealth dashboard with drag and drop options tailored to your personal preferences.
• Check out the granular details of your portfolio construction with our comprehensive disclosure of investment information. View the identifiers, categories, factsheets, units and prices, costs, unrealised losses / gains, market value and estimated annual income of all assets held.
• Track the value and performance of your investment portfolio on an ongoing basis with multiple date ranges (such as 1-month, 3-month, 6-month, 1-year, since inception etc.) for a holistic overview. With easy to digest graphs and pie charts to demonstrate how your investment portfolio is performing.
• In-App tracking of all inflows and outflows, including payments and asset transfers, with full transparency of any fees and charges being applied to your Oakglen Wealth Account, so you have full oversight of any transactions (historic or otherwise) being made.
• View and download any of your key documents, client reporting / statements or general correspondence straight to your phone or desktop. Reduce any environmental impact with electronically viewable records.
• Avoid any confusion with our glossary of investment terms to make sure you know what terminology and descriptions are being used without the use of any jargon.
• View carefully curated financial content and investment insights, topical news and business updates through our Media Centre...all in the palm of your hand!

Security protocol:
• Two-step verification for strong security when logging in.
• Face ID or Touch ID for stronger security and easy account access.
• Contactable team to reset passwords and help with logging in.

The price and value of investments and any income that might accrue may fall as well as rise and is not guaranteed. You may not get back the amount of your original investment.


About Us

Oakglen Wealth is an independent investment manager, combining service orientated discretionary and advisory investment management. As an independently owned and managed business, our clients are always the priority. We are committed to building enduring relationships, understanding individual needs and constructing strategies that help clients achieve optimal outcomes. Through our distinctive network, our clients can access investment opportunities and innovative ideas not usually available to most investors.

We provide a highly personalised investment service powered by the very latest market-leading technology. As an independent firm, we operate with uncompromising integrity, putting your interests first. Our approach allows you to create a bespoke portfolio that reflects your unique investment preferences and objectives. Our experienced team of experts draw upon many years of experience to provide tailored advice and guidance to help you achieve your financial goals.