This month marks both the return to school and the start of the final stretch of Q3 2024, bringing a mix of new beginnings and year-end momentum. Our Chief Investment Officer, Jeffrey Brummette, shares some market analysis and investment insights in the September 2024 Investment Summary. View the highlights below or read here: https://lnkd.in/eTSwAaeG #markets #investments #trends #marketinsights
Oakglen Wealth
Investment Management
We provide a personalised investment service powered by market-leading technology.
About us
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 www.oakglenwealth.com
- Website
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http://www.oakglenwealth.com
External link for Oakglen Wealth
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- St. Helier
- Type
- Privately Held
- Founded
- 2016
- Specialties
- Wealth Management, Investment Management, Personal Finance, Financial Planning, Wealth Planning, Money Mindset, Future Freedom, Savings, Retirement, Discretionary, Advisory, Execution Only, Pensions, SIPP, ISA, JISA, Charities, Trusts, Corporates, and AIM IHT
Locations
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Primary
1 IFC
4th Floor
St. Helier, JE2 3BX, JE
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30 Golden Square
London, W1F 9LD, GB
Employees at Oakglen Wealth
Updates
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As we step into September, our latest investment summary reflects on the key market movements and investment opportunities that emerged in August. From shifting economic indicators to evolving market dynamics, August was a pivotal month that offered both challenges and potential growth areas. Dive into some comprehensive analysis from our Chief Investment Officer, Jeffrey Brummette, as he shares his view on some of these developments. Read more: https://lnkd.in/eTSwAaeG #markets #investments #trends #marketinsights
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We had a fantastic time at the Jersey Race Club this past Bank Holiday Monday for The Clarendon, an event which we were proud to help support. The atmosphere was electric, with impressive performances from both the skilled riders and their respective horses. The energy was incredible, and it was great to see so many passionate fans in attendance. Here are a couple of our favourite moments from the day. You can also watch some of the third race action, The Oakglen Wealth Clarendon Handicap, here: https://lnkd.in/eqZFvNh3
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How can we encourage investment in British ingenuity? We kicked off the summer with an event that asked this very question to a panel of industry experts, co-hosted by Oakglen Wealth and The Rt Hon Alderman Professor Michael Mainelli, Lord Mayor of the City of London Corporation at Mansion House. Our very own UK Managing Director, Dominic Tayler, who is an expert in investment services, discussed some of the potential investment opportunities, as well as the wider UK equity market and why asset allocation is important. Stay tuned for more insights from the event.
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Following on from our recent summary on the Jackson Hole Economic Symposium organised by the Federal Reserve Bank of Kansas City, our Chief Investment Officer, Jeffrey Brummette, provides an update on the conference held last week and what lies ahead. Read here: https://lnkd.in/ecDDz5Xt #JacksonHoleEconomicSymposium #MarketInsights #GlobalEconomy
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We’re on the home stretch now…🏁🏇 As Monday afternoon finally sees The Clarendon kicking off, with the first race starting at 2:30pm; the second leg of the Triple Crown with the Oakglen Wealth Clarendon Handicap. It is with great pleasure that we are continuing our sponsorship of the premier race of the season at the Jersey Race Club and hope you can join us for an exciting day of horse racing in the sunshine (we are poised for 20° temperatures!). Click here for more details on this race: https://lnkd.in/d9GwAQ7P #jerseyraceclub #horseracing #corporatesponsorship
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The annual Jackson Hole Economic Symposium is set to begin this evening, with attention on chair Jerome Powell ahead of the US Federal Reserve’s September rate cut decision. The gathering organised by the Federal Reserve Bank of Kansas City often sets the tone for future economic policy and provides insights into the state of the global economy. Our Chief Investment Officer, Jeffrey Brummette, outlines some of the anticipated talking points. Read here: https://lnkd.in/eMBpnXAe #JacksonHoleEconomicSymposium #MarketInsights #GlobalEconomy
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The recent market plunge has left many investors feeling uncertain about their investments. But what should we make of the situation?📉 Our Chief Investment Officer, Jeffrey Brummette, shares some analysis on navigating market volatility and protecting your investment portfolio. The key is to stay informed, diversify, and focus on long-term growth. Read more here: https://lnkd.in/eB6HhgNv #WealthManagement #MarketInsights #InvestmentStrategy
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As we enter the second half of 2024, it is important for us as a business to continue to reflect upon our investment performance and the ongoing strategic decision-making process of our team. In this article, Oakglen Wealth Investment Manager, Myles R., reflects on H1 2024 performance of our discretionary investment management service. Read here: https://lnkd.in/ezawnbR7 #discretionaryservice #wealthmanagement #philosophy #performance
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We're off to the races again🏇 Oakglen Wealth is delighted to continue its sponsorship of The Clarendon, the premier race of the season, scheduled to be held at Les Landes on Monday, 26th August 2024. We look forward to what promises to be an exciting day of horse racing in Jersey! For more information on upcoming race meetings, please visit the Jersey Race Club website here: https://lnkd.in/e7NU2fg6 #jerseyraceclub