Oakglen

Jeff Brummette serves as Chief Investment Officer at Oakglen Wealth. He brings over 30 years of experience in asset management across alternatives and long-only funds, with professional experience in London, New York, and Singapore.

Nick Middleton is Director, Chief Operating Officer, and Money Laundering Reporting Officer at Oakglen Wealth. He has held roles in financial services spanning traditional investment management and advisory, as well as digital wealth platforms including UBS SmartWealth, and currently works to integrate personalized investment services with modern technology at Oakglen Wealth.

Chris Hall is Managing Director at Oakglen Wealth Planning, where he oversees financial planning activities and services while managing client relationships. He holds the Chartered Financial Planner credential and is an associate member of the Personal Finance Society. His background includes positions at Lloyds Bank, Scottish Widows, and the Vantage group of companies, providing experience across banking, wealth management, and trust services.

Dominic Tayler is Managing Director UK at Oakglen Wealth, where he oversees investment management for private clients on both onshore and offshore bases, with particular expertise in serving charities and religious organizations. His 31-year career includes executive roles at Quilter Cheviot, UBS, and Credit Suisse, and he was a founding partner of Cheviot in 2006 prior to its 2013 merger with Quilter. Tayler serves as trustee for Alexandra Rose Charities and the Patrick and Helena Frost Foundation, holds membership in the Chartered Institute for Securities & Investment and the UK Society of Investment Professionals, and earned an LLP (Hons) degree in Law from the University of North London.

Daniel Pringle is a Director of Corporate Services at Oakbridge with over two decades of experience in financial services. He specializes in managing fiduciary structures, including trusts, for high-net-worth individuals and family office clients.

Edward Maidment is an Investment Director at Oakglen Wealth. His professional focus includes portfolio management, asset allocation strategy, investment risk monitoring, and fund analysis. He has experience with AIM market and EIS investing as well as equity portfolio modeling and implementation.

Graham Kybett is Director of Operations at Oakbridge and operates a consultancy business. With 25 years of experience in large multinational organizations across regulated and unregulated sectors, he has led large-scale transformation initiatives and M&A integrations both domestically and internationally. His experience also includes work with SMEs, startups, and charitable organizations.

Michael Clarke is an Investment Director at Oakglen Wealth, where he has provided wealth management solutions to private clients, family offices, and external trust companies since September 2023. Previously, he spent 18 years at UBS Wealth Management, latterly as Head of Private Clients and board member across multiple committees in London and Jersey. He holds professional qualifications as an Associate of the London Institute of Banking & Financial Services and a Chartered Member of the Chartered Institute for Securities & Investment, and brings additional experience from 18 years in senior wealth management roles at HSBC.

Nick Davis is an Investment Director at Oakglen Wealth. He holds the FCSI credential from the Chartered Institute of Securities and Investment and has completed the Investment Advice Diploma at Level 4.

William Lamond is an Investment Director at Oakglen Wealth with experience in the investment management industry. His professional focus areas include equity research, asset management, equities, bonds, and investment strategies.

Alfie Maylin is a recent graduate with a BA in Business Management & Marketing from Nottingham Trent University who has held roles including Innovation Funding Officer at Colas Ltd, where he assessed client portfolios and evaluated financial statements, and Installation & Service Engineer at Workstories, where he resolved technical issues. He holds certifications in Excel and Project Management Foundations, and has experience in project management, business development, and client-facing work across multiple sectors.

Austin Mutambirwa is an Assistant Manager for Private Equity Funds at Oakbridge in Jersey. A qualified chartered accountant, he has accounting and auditing experience across multiple sectors in the United Kingdom, Channel Islands, Kenya, and Zimbabwe.

Charlie Mooney is a Compliance Administrator at Oakbridge with a BA (Hons) in Business from the University of Plymouth. He previously worked as a Compliance Assistant at Langham Hall Fund Management Jersey, where he performed risk assessments, audits, and compliance reviews across fund management operations. His background combines regulatory and compliance experience with foundational training in business disciplines.

Charlie Nicholls is a Financial Controller at Oakglen Wealth and an ICAEW Chartered Accountant with over seven years of post-qualified experience in financial services. His career includes roles at PwC and a FTSE 250 business, and he currently manages financial control across a group of regulated wealth management companies operating in the UK and Jersey. His responsibilities include working with senior management and boards on financial oversight, management information, process improvement, and business performance analysis.

Charlotte Galvin is a Senior Manager at Oakbridge with experience in the financial services industry. She has expertise in fund administration, corporate governance, and management, and holds level 5 qualifications from The Chartered Governance Institute and The Chartered Management Institute.

Charlotte Larbalestier is Head of Compliance at Oakglen Wealth in Jersey and serves as a committee member at the Jersey Compliance Officers Association. With over 13 years of industry experience, she has worked in compliance, client due diligence, and client services roles, including a position at Canaccord Genuity. She holds professional membership with the International Compliance Association and has earned the ICA International Diploma in Governance, Risk and Compliance and the ICA Advanced Certificate in Compliance.

Harrison Crow is an Assistant Investment Manager at Oakglen Wealth and a CFA Level 2 candidate. He holds an MSc in Finance and Investment Management from the University of Liverpool Management School, where he received the ULMS Future Leaders Master's Scholarship. His experience includes financial analysis, investment strategy design, and client relationship management.

James Baudains is a consultant and advisor at JKB Private Office with over 35 years of experience in senior positions within offshore financial services, including banking, asset management, and fiduciary businesses. He has worked across regulated institutions, legal practices, and accountancy firms, with international business experience spanning Australasia, the Far East, the Middle East, Africa, and Europe.

John Ramsay is a Senior Financial Adviser at Oakglen Wealth Planning, where he provides wealth, retirement, and protection planning services to Jersey residents and small businesses. He holds Chartered Fellow status with the Chartered Institute for Securities and Investment and maintains Level 7 Investment Qualification credentials.

Louis Theodorou is an AI Lead at Oakglen with expertise in private equity, wealth management, and enterprise AI applications. He holds an MSc in Computer Science from UCL and has experience across web, data, and AI technologies. He works on initiatives that combine technology development with organizational collaboration.

Mark Kaleta is Head of Compliance at Oakbridge Corporate Service (Jersey) Limited. With over 20 years of experience in financial services and compliance across multiple jurisdictions, he has held senior management positions in compliance and anti-financial crime, with particular expertise in offshore funds, trust products, banking, wealth management, and investment business. His background includes designing and implementing compliance frameworks, conducting risk assessments and customer due diligence, managing audits and investigations, and leading compliance teams.

Nick Lacey is a Business Development Manager at Oakglen Wealth Management, where he works with financial advisers to identify products and services for client outcomes.

Nigel Smith is a co-founder at Stirling Bowden and strategic advisor with 32 years of military and leadership experience. He works in advisory and governance roles serving ultra-high-net-worth family offices, businesses, and charitable organizations, focusing on policy development, legacy planning, and philanthropic initiatives. His work emphasizes confidentiality, family value alignment, and the coordination of family, financial, and operational interests.

Rebecca Hyland-McCourt is an Executive Assistant at Oakglen Wealth, where she provides administrative and systems support to the Board of Directors and manages client relationship administration and onboarding. She brings 16 years of asset management experience from previous roles at Cheviot Asset Management and Quilter Cheviot, supporting partners and investment professionals. Hyland-McCourt holds a BA (2:1) in History of Art from the Courtauld Institute and is an affiliate member of the CISI.

Richard Gore is Group Finance Director at Oakglen, where he applies over 20 years of experience in private equity, financial services, and real estate finance to guide the firm's investments and operations. A Chartered Accountant, he has managed complex transactions, acquisitions, and divestitures while coordinating across internal and external stakeholders. His background includes work across front and back office functions within investment platforms.

Sam Rozati is Group General Counsel at Oakglen, a financial investment group operating across private equity, real estate, financial services, and wealth management. He is a qualified solicitor and certified accountant.

Sarah Lonergan is a Client Relationship Manager at Oakglen Wealth with over 18 years of experience in the finance industry. She manages client onboarding and ongoing account reviews, with expertise in complex corporate and trust structures. Lonergan holds the International Certificate in Wealth and Investment Management.

Tom Lewis is a financial advisor at Oakglen Wealth Planning with over 10 years of experience in wealth management. He works with working professionals and families on financial planning and wealth building. Lewis is based in New Jersey.

Veejay Skanda-Kumar is a Development Manager at LBS Properties with 17 years of experience as a civil engineer. He has worked on commercial and residential development projects across pre-construction and delivery phases.

Zach Ngugi is a Senior Corporate Accountant at Oakbridge with experience in financial analysis, accounting, budgeting, and corporate tax planning across private equity, real estate, manufacturing, FMCG, NGOs, utilities, and construction sectors. He is proficient in financial systems including SAP ERP, Microsoft Dynamics, Business Central, and Power BI, and maintains knowledge of FRS 102, IFRS, and GAAP standards. Ngugi holds membership in ICAEW and ICPAK.