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Michael Clarke

Investor

Investment Director - Jersey at Oakglen

St. Helier, St. Helier, Jersey

About

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.

Experience

  1. Oakglen WealthInvestment Directorcurrent2023 β€” presentJersey
  2. UBSHead of Private Clients2015 β€” 2023Jersey
  3. UBSHead Of Business Development2012 β€” 2015Jersey
  4. UBSSenior Client Advisor2005 β€” 2012Jersey
  5. HSBCDirector2000 β€” 2004Jersey
  6. HSBCDirector1996 β€” 1999London Area, United Kingdom

Education

  1. University of BirminghamAssociate Chartered Institute of Bankers, Financial Services
  2. Queen Mary's Grammar School

Skills & more

Private Banking4Portfolio Management4BankingCustomer ServiceBusiness AnalysisFinancial AnalysisRisk ManagementHedge Funds1Financial Advisory2Wealth Management3Leadership1Strategic Planning
  • Chartered Member of the Chartered Institute for Securities & Investment β€” The Chartered Institute for Securities & Investment (The CISI)
  • Associate of The London Institute of Banking & Finance β€” LIBF

From Michael's professional profile.

Colleagues at Oakglen

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Where does Michael Clarke work?
Michael Clarke is Investment Director - Jersey at Oakglen.

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