Oakglen Wealth - Jersey
by Oakglen Wealth
· Finance
· Free
On the App Store since December 2024
· Data updated
Oakglen Wealth - Jersey is made and published by Oakglen Wealth. AppBrain is an independent app data site and isn't affiliated with Oakglen Wealth. The app name, icon, screenshots and description belong to Oakglen Wealth and are shown as published on the App Store.
AppBrain's verdict
- Last updated
- October 20, 2025
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Releases
Updates seen on the App Store- Version
- 49.0.1
- Launched
- December 2024
No changelog data
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Technology
Found in the app by AppBrain- Price
- Free
- App size
- 23.0 MB
- Content rating
- Everyone
Technologies used by Oakglen Wealth - Jersey
About the app and developer
About Oakglen Wealth - Jersey
Oakglen Wealth - Jersey is a finance app developed by Oakglen Wealth.
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App Information
Oakglen Wealth - Jersey is freely available from the App Store. The app size is 22.99 MB. The latest version available is 49.0.1. The last update was on October 20, 2025.
Technical Requirements
The app has a content rating of Everyone. The app has been available on the App Store since December 2024.
Developer information for Oakglen Wealth
Address:
Store listing
By Oakglen Wealth, from the App Store
Screenshots by Oakglen Wealth, from the the App Store listing
Description by Oakglen Wealth Written by the developer, not by AppBrain. Click to read.
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.
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.