Fundraising Fox

Nick Middleton

Investor

Chief Operating Officer at Oakglen

London, England, United Kingdom

About

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.

Experience

  1. Oakglen WealthMLRO (UK)current2024 β€” present
  2. Oakglen WealthChief Operating Officer (UK & Jersey)current2024 β€” present
  3. Oakglen WealthChief Operating Officer (UK)2022 β€” 2024London, England, United Kingdom
  4. College Cross Consulting LtdFinancial Professional / Board Advisor / Fintech Mentor / Consultant2019 β€” 2022
  5. UBSHead of UBS SmartWealth UK2018 β€” 2019
  6. UBSCo-Head UBS SmartWealth2016 β€” 2018London, United Kingdom
  7. UBSExecutive Director2012 β€” 2016London, United Kingdom
  8. UBSDirector2009 β€” 2012London, United Kingdom
  9. Rensburg SheppardsSenior Investment Director1996 β€” 2009London, United Kingdom

Education

  1. University of PlymouthBusiness Studies1994 β€” 1998
  2. Uppingham School1989 β€” 1994

Skills & more

Wealth Management42Private Banking17Asset Management11Investments17Asset Managment4Equities13Financial Services7Investment Advisory7Investment Management8Portfolio Management11Trading4Alternative Investments7
+4 moreAsset AllocationInvestment StrategiesWealth Management ServicesFixed Income

From Nick's professional profile.

Colleagues at Oakglen

Frequently asked questions

Where does Nick Middleton work?
Nick Middleton is Chief Operating Officer at Oakglen.

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