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VerifiedInvestment Management· Founded 2016

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

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Employees28(11 to 50)Founded year2016Websiteoakglenwealth.comLinkedIn profileLinkedIn

Verified contacts

23

available on Kipplo

LinkedIn employees

28

11 to 50 range

Open roles

2

across 2 depts

Distinct roles

13

indexed titles

Tech stack

1

tools in use

Monthly traffic

4

organic / mo

Hiring · 2 open positions across 2 departments

Sales1
Customer Success1

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Decision-makers and verified team members

23 contacts with verified email or phone · masked until revealed.

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Top roles at Oakglen Wealth

13 distinct titles indexed · top 10 shown.

  • 5investment manager
  • 3trainee investment manager
  • 2investment director
  • 1chairman
  • 1chief investment officer
  • 1consultant
  • 1executive assistant
  • 1managing director
  • 1managing director uk
  • 1marketing and communications lead
  • +3more titles

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