Oakbridge Limited (fka Stenham Wealth Management)

Overview

Oakbridge Wealth is an independent investment and wealth-advisory business in Jersey.¹⁷ Oakbridge Limited is regulated by the Jersey Financial Services Commission.² The regulator lists Oakbridge Limited as an “Investment Business” respondent.¹ The company number is 121454.³

History

The business traded as Stenham Wealth Management before rebranding to Oakbridge Wealth.⁴ ED Group completed the acquisition of a majority stake in Stenham Wealth Management before the rebrand.⁵ The rebranded business was described as privately owned and independent.⁶ In 2023, Oakglen Wealth was described as formerly known as Oakbridge Wealth.¹⁸

Leadership

David Baker is identified as Managing Director of Oakbridge Wealth.¹² Allan Stewart is identified as a Director.¹³ Jamie Crawford was appointed to the company’s board.¹⁴

Services

Oakbridge Wealth provides discretionary investment management services.⁷ It also provides advisory investment management services.⁸ The business says its expertise and network can introduce investors to opportunities not usually available to most investors.¹⁰ Oakglen Wealth described the business as combining service-oriented discretionary and advisory investment management.¹⁸

What the firm offers

• Investment management

Client focus

Published client groups include private clients, trusts, family offices and charities.¹¹ The firm says relationships are central to its work and that it seeks long-term, trusted client connections.⁹

Investment philosophy and approach

Oakbridge Wealth describes its approach through discretionary and advisory investment management services.⁷⁸ The firm says its expertise and network can provide access to opportunities not usually available to most investors.¹⁰ It also emphasizes long-term, trusted client relationships.⁹

FAQs

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Sources

1. Jersey Financial Services Commission, 2021-05:
2. Rural Magazine, 2021:
3. Rural Magazine, 2021:
4. Oakglen Wealth, 2019-07-30:
5. Oakglen Wealth, 2019-07-30:
6. Oakglen Wealth, 2019-07-30:
7. Rural Magazine, 2021:
8. Rural Magazine, 2021:
9. Rural Magazine, 2021:
10. Rural Magazine, 2021:
11. Oakglen Wealth, 2023-04-17:
12. Oakglen Wealth, 2019-07-30:
13. Rural Magazine, 2021:
14. Oakglen Wealth, 2019-07-30:
15. Oakglen Wealth, 2019-07-30:
16. Oakglen Wealth, 2019-07-30:
17. Oakglen Wealth, 2019-07-30:
18. Oakglen Wealth, 2023-04-17:

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.