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Charlotte Larbalestier

Investor

Head of Compliance - Jersey at Oakglen

United Kingdom

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Ask William Lamond to introduce you to Charlotte

You →William · together at Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man) (2012–2022) →Charlotte

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You →Jamie · 2 people · together at Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man) →Charlotte

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You →Sam · 9 people · together at Oakglen Wealth →Charlotte

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About

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.

Experience

  1. Jersey Compliance Officers AssociationCommittee Membercurrent2025 — presentJersey
  2. Oakglen WealthHead of Compliancecurrent2025 — present
  3. Oakglen WealthMLCO & Compliance Officercurrent2024 — presentJersey
  4. Oakglen WealthCompliance Officercurrent2023 — present
  5. Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man)Compliance Officer2019 — 2023Jersey
  6. Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man)CDD Officer2016 — 2023
  7. Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man)Client Relations and Investments Administration Officer2012 — 2023

Skills & more

Customer Service3Sales3Microsoft Office4Strategic Planning1Microsoft Excel1Social Media1Finance1Microsoft Word1
  • First Responder Emergency Care - Level 3 — States of Jersey Ambulance Service
  • ICA Professional Membership — International Compliance Association

From Charlotte's professional profile.

Colleagues at Oakglen

Aaron Ali
Senior Administrator at Oakglen
Alex Smyth
Head of Fund Services at Oakglen
Alfie Maylin
Trainee Administrator at Oakglen
Allan Stewart
Managing Director - Jersey at Oakglen
Amy-Jane Hamon
Compliance Manager at Oakglen
Anne-Marie Sinclair
Front of House Receptionist at Oakglen
Austin Mutambirwa
Assistant Manager – Client Financial Reporting at Oakglen
Bella Tayler
Trainee Investment Manager - UK at Oakglen

Frequently asked questions

Who is Charlotte Larbalestier?
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.
Where does Charlotte Larbalestier work?
Charlotte Larbalestier is Head of Compliance - Jersey at Oakglen.
Where did Charlotte Larbalestier go to school?
Charlotte Larbalestier studied at International Compliance Association (ICA International Diploma in Governance Risk & Compliance); International Compliance Association (ICA Advanced Certificate in Compliance); Hautlieu School.

Same school

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