About Oakglen Wealth
Oakglen Wealth is a Financial Services company based in St Helier, Jersey founded in 2016. Wealth management services are offered by Oakglen Wealth. It operates on a Professional Services model. Oakglen Wealth has completed 1 acquisition, including HBFS. Oakglen Wealth offers products and services including Wealth Management. Its focus areas include Financials, Wealth Management and Investment Advisory. Its legal entity is Oakglen Wealth Limited.
Company details
Wealth management and investment advisory services are provided by Oakglen Wealth. Operations are conducted in the financial sector, focusing on personalized investment solutions for clients. The company is regulated in Jersey and the UK, ensuring compliance with financial standards. Services are tailored for professional advisers and high-net-worth individuals seeking investment growth.
- Headquarters St Helier, Jersey
- SectorsFinancial Services
- Website oakglenwealth.com
- Legal Name Oakglen Wealth Limited
- Investments & Acquisitions
Products & Services of Oakglen Wealth
Oakglen Wealth offers a comprehensive portfolio of products and services, including Wealth Management.
Wealth management services are provided for investment growth.
People of Oakglen Wealth
4 people are tracked at Oakglen Wealth (3 in leadership, 1 in team).
| Name | Role | Group |
|---|---|---|
Charlotte Larbalestier | Head Of Compliance | Leadership |
Jamie Crawford | Group Head of Wealth Management and Co-CEO | Leadership |
Nick Middleton | Chief Operating Officer | Leadership |
Eloise Rouse | Investment Manager | Team |
Complete people profiles for Oakglen Wealth
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Investments & Acquisitions by Oakglen Wealth
Oakglen Wealth has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include HBFS.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Provider of financial advisory services | hbfs.co.je | Saint Helier, Jersey | 1988 | Jun 2025 | •••• |
Complete acquisition details for Oakglen Wealth
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- Exports
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Timeline of Oakglen Wealth
2 dated milestones of Oakglen Wealth across 9 years, from founding to its latest funding, stage changes and deals.
- Founded Oakglen Wealth is founded.
- Acquisition Acquires HBFS.
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Related news about Oakglen Wealth
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Frequently Asked Questions about Oakglen Wealth
Oakglen Wealth was founded in 2016.
Wealth management and investment advisory services are provided by Oakglen Wealth. Operations are conducted in the financial sector, focusing on personalized investment solutions for clients. The company is regulated in Jersey and the UK, ensuring compliance with financial standards. Services are tailored for professional advisers and high-net-worth individuals seeking investment growth.
Oakglen Wealth offers Wealth Management.
Oakglen Wealth has made 1 acquisition, including HBFS.
Oakglen Wealth operates through Oakglen Wealth Limited.