On Saturday, our amazing team came together for the GOSH 'RBC Race for the Kids' fun run in support of Great Ormond Street Hospital Charity. It was a day filled with energy, teamwork, and giving back! 🎉 Members from across the entire Oakglen group laced up their trainers and took on the track at Hyde Park. Special shout out to Jonathan Crawford, who raised the most funds for the cause, and to Eloise Rouse, who smashed her personal best in the 5k run! 👏 We're thrilled to announce that, thanks to the incredible support from everyone, we surpassed our fundraising target and raised £1,717! There's still time to contribute to this important cause — every donation makes a difference for the children and families at GOSH. 🔗 Donate here: https://lnkd.in/eT6KvtZ2 #TeamWork #CharityRun #GOSH #Fundraising #WealthManagement
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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We were thrilled to host an exceptional event at the The Royal Yacht Hotel recently, where we welcomed an incredible turnout to hear from the inspiring Neil Laughton. Neil is not only a successful business entrepreneur but also a multiple Guinness World Record holder, adventurer, and a former Royal Marine Commando, helicopter pilot, and Special Forces Officer. His extraordinary achievements captivated our audience as he shared anecdotes of his adventures and life lessons. From scaling the world’s highest peaks to setting records in challenging environments, Neil’s journey is a powerful reminder of the strength of determination, leadership, and resilience. His stories resonated deeply with everyone in the room, offering insights that go beyond the boardroom, showing us all that success, in any field, is about embracing challenges and persevering. Over drinks and canapés, Neil shared his experiences of climbing Mount Everest with Bear Grylls, circumnavigating the UK & Ireland on a jet ski and piloting a flying car from London to Timbuktu! His stories are nothing short of inspiring. Thank you to all who attended and made this event one to remember! #Leadership #Inspiration #WealthManagement #AdventuresInSuccess #OakglenWealth
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Race day is almost here! 🏁 This Saturday, individuals from across the group will come together and take part in the Great Ormond Street Hospital Charity family festival and 2k-5k fun run, 'RBC Race for the Kids', to raise funds for the new Children’s Cancer Centre at Great Ormond Street Hospital. 👟 🔗 Thanks to everyone who has supported the team so far. If you would still like to make a donation, simply enter an amount and click the pink donate button via the link: https://lnkd.in/eT6KvtZ2 In line with our group commitment to social responsibility and making a positive impact on the community, Oakglen will also kindly match any funds raised. Wish our team good luck! 🍀 #OakglenWealth #Oakglen #charityfundraising #charityfunrun
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A huge thank you to everyone who joined us for the fundraising coffee and cake afternoon in support of Macmillan Cancer Support earlier this week! 🍰☕ This event was an opportunity to get together and raise some money for a great cause, whilst enjoying delicious treats and meeting our neighbours. Held in the foyer of our UK office, the event had a fantastic turnout and we're thrilled to announce that we raised over £260 for such a vital cause in just over an hour. Every donation will go towards helping people affected by cancer get the support they need. Special shout-out to our Reception Host, Frankie Vidler, for helping us to organise and star baker, Emi Eldridge, whose delicious brownies and blondies were a real hit with everyone! 🌟 We're proud to have been part of such a meaningful event and are grateful for the generosity of our colleagues and neighbouring community. Together, we're making a difference. 💚 #MacmillanCancerSupport #TeamWork #Community #GivingBack
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Autumn is officially here. As we leave behind the third quarter and enter Q4 2024, our Chief Investment Officer, Jeffrey Brummette, reflects on the market developments from September, analysing key drivers of performance and the challenges faced during the month and third quarter as a whole. With a focus on global economic trends, inflationary pressures, and central bank actions, he provides insight into how these factors are shaping our investment strategy moving forward in our October 2024 Investment Summary. Read more: https://lnkd.in/eW_FbmG5 #Q32024 #markets #investments #trends #marketinsights
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We recently held an exclusive Investment dinner at the Athenaeum Club for a number of our valued clients, hosted by our Chairman Sir Michael Snyder, Chief Investment Officer Jeffrey Brummette, Jersey Managing Director Allan Stewart, and two of our esteemed investment managers, Eloise Rouse, and Edward Maidment. It was an intimate evening of stimulating open-table conversation regarding the current macroeconomic environment and market trends. Our team could share their expertise, and learn from the personal insights of our clients, presenting an amazing opportunity to connect and learn. At Oakglen Wealth we believe that building strong relationships and providing value beyond the portfolio is the key to being able deliver a personal investment service and help our clients achieve their financial goals. Here's to continued success, growth, and meaningful conversations that drive informed decision-making for the future. #WealthManagement #ClientExperience #MarketInsights #InvestmentStrategies #PrivateClients
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As the 2024 US election approaches, market dynamics are expected to shift in response to the upcoming changes – either America getting its first woman president or a second term of Donald Trump. Our Chief Investment Officer, Jeffrey Brummette, provides some key insights into the latest election developments and what this could mean for financial markets. With under 50 days to go, it remains an incredibly tight race. Read more: https://lnkd.in/eJYr_pkV #USelection #TrumpvsHarris #investmentinsights #JeffBrummette
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We are incredibly proud to have sponsored this year’s, Jersey Festival of Words 2024 Writing Competition, for young people in Jersey. Allan Stewart, our Jersey Managing Director, was honoured to meet with all the recently announced winners. At Oakglen Wealth, we believe in the power of storytelling and the importance of nurturing creativity in young minds. It has been an absolute pleasure to see the talent and passion these young writers have poured into their work. A huge congratulations to all the winners - your hard work, imagination, and dedication have truly shone through. You are an inspiration, and we can’t wait to see where your creativity will take you next! We also want to extend our best wishes to the organisers of the Jersey Festival of Words for the rest of the event, which runs until the end of this week. Your commitment to promoting literature and fostering a love of reading is making a lasting impact in our community. #YoungWriters #JerseyFestivalofWords #LiteraryFestival #FutureTalent
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Recently, central banks worldwide have been adjusting their policies in response to falling inflation and economic uncertainty. These moves aim to strike a balance between controlling inflation and sustaining economic stability, though the risk of slowing growth remains a key concern in many regions. Our Chief Investment Officer, Jeffrey Brummette, provides some concentrated analysis on some of the more recent decisions. Read more: https://lnkd.in/etniM2iS #centralbanks #investment #monetarypolicy #JeffBrummette
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The 'Pension Awareness' poll results are in! 🗳 And it is great to see such a considerable number of you have reviewed your pension options in the last 12 months, with a staggering 41%. We couldn't be more proud! However, 59% of you have not acted in some shape or form. But that's okay as Oakglen Wealth are here to help. Get in touch with us and speak to one of the investment team about your personal pension options. 🔗 Visit Us: www.oakglenwealth.com. Capital at risk. #pensions #pensionawareness #pollresults #pensionoptions