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Nick Davis

Investor

Investment Director - UK at Oakglen

United Kingdom

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About

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.

Experience

  1. OakglenInvestment Directorcurrent2023 — presentGreater London, England, United Kingdom
  2. To Be AnnouncedInvestment Professional2023
  3. Quilter Cheviot LtdInvestment Director2012 — 2023london, united kingdom
  4. Williams de BroeInvestment Manager2011 — 2012London Area, United Kingdom
  5. CAMRADATA Analytical ServicesUK Pension Fund Sales/Client Relationship Manager2008 — 2010
  6. PSolve Asset SolutionsClient Relationship Manager/Associate Director2008 — 2010
  7. CCLAClient Relationship Manager2005 — 2008
  8. Credit Suisse Private BankPortfolio Manager1999 — 2004
  9. Kleinwort BensonPortfolio Manager1987 — 1999

Skills & more

Investment Strategies8Investments24Asset Managment3Asset Allocation6Hedge Funds5Pensions2Investment AdvisoryFixed Income5Trading2Discretionary Fund ManagementEquities15Wealth Management4
+8 moreCharity InvestmentPortfolio ManagementAsset ManagementMutual FundsBondsSecuritiesInvestment ManagementAlternative Investments

From Nick'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 Nick Davis?
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.
Where does Nick Davis work?
Nick Davis is Investment Director - UK at Oakglen.

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