Oakglen Wealth - Jersey

Investing for today and tomorrow

ABOUT US

Oakglen Wealth (Jersey) Limited ("Oakglen") 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.

We strive to achieve the highest level of service for our clients at all times. We want to build trust and a lasting relationship through a variety of different methods:

Network - Access to a range of investment opportunities not usually available to most investors from real estate to private equity and growth capital markets. Service - Providing an investment service defined by our client’s needs, powered by market-leading technology and a multi-channel approach. Understanding - Listening to and engaging with our clients to uncover new investment opportunities and bright ideas for them. Integrity - Investing responsibly and with integrity for clients today and tomorrow, by providing full transparency on our offerings.

OUR OFFERING

Discretionary Investment Management Service

Our Discretionary Investment Management Service allows you to delegate the day-to-day management of your investments to our team of experienced investment professionals.

Advisory Investment Service

Our Advisory Investment Service is ideal for clients who have an interest in capital markets, evaluating economic and company research, and making investment decisions independently, whilst still having support from our experienced team of investment professionals.

Investment Management

An investment management service from the professionals. We offer our clients a number of investment portfolios determined by different risk levels suited to their individual circumstances and personal objectives. We track their performance against the ARC Private Client Indices, which are a commonly used industry benchmark compiled by an independent third party to maintain a high-level oversight. We also regularly review and evaluate our products to ensure that we continue to offer both suitable and effective solutions to our clients.

We focus on risk as much as return when it comes to managing your investments. When constructing portfolios, the risk measures we consider are expected volatility of returns (using standard deviation) and maximum drawdown for each strategy. Managing within a disciplined framework ensures optimal risk-adjusted returns that are consistent with your expectations.

We offer six different investment profiles to our clients and our investment performance speaks for itself.

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.