Oakglen Wealth

𝗖’𝗲𝘀𝘁 𝗟𝗮 𝗩𝗶𝗲: 𝗙𝗿𝗮𝗻𝗰𝗲 𝗜𝗻 𝗣𝗼𝗹𝗶𝘁𝗶𝗰𝗮𝗹 𝗨𝗻𝗰𝗲𝗿𝘁𝗮𝗶𝗻𝘁𝘆 France is in the spotlight as its government faces a no-confidence vote and potential collapse, raising questions about political stability and its potential impact on markets. Political uncertainty can often ripple through economies, affecting everything from investor sentiment to currency movements. Our CIO, Jeffrey Brummette, examines the current developments, their implications for global markets and how investors can keep informed. Read the full article here: https://lnkd.in/egc-izms #WealthManagement #InvestmentInsights #MarketTrends

𝗖𝗲𝗹𝗲𝗯𝗿𝗮𝘁𝗶𝗻𝗴 𝟴 𝗬𝗲𝗮𝗿𝘀 𝗼𝗳 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 This weekend marked a significant milestone for us at Oakglen Wealth as we celebrate 𝟴 𝗬𝗲𝗮𝗿𝘀 since we first began trading. From our humble beginnings, we’ve grown into a trusted name in wealth management, proudly serving clients across Jersey and the UK. Over the past eight years, we’ve: ✅ Continued building lasting relationships with clients and partners. ✅ Expanded our expertise and services across jurisdictions to meet evolving financial needs. ✅ Grown our team of talented professionals dedicated to delivering great service and results. This journey would not have been possible without the support of our clients, partners, and of course, investment team. Your trust and collaboration have been the driving force behind our success. As we reflect on the past, we are also looking ahead to 2025 and beyond – committed to helping our clients achieve their financial goals with integrity and innovation. With continued growth and shared success, our journey is just beginning. #GrowthJourney #CompanyAnniversary #WealthManagement

Business growth continues to play an important part of our journey. Oakglen Wealth is therefore expanding its investment management team once again. We are delighted to welcome Charlie Nicholls, ACA, who joins us as our new Financial Controller for both the UK and Jersey. Charlie has previously worked at PwC and JTC plc, where he gained extensive experience in technical accounting, forecasting, and acquisition accounting within the Private Equity, Real Estate, and Trust / Fiduciary spaces. He is another fantastic addition to the team, looking after both jurisdictions. We would like to formally welcome Charlie and wish him all the best in his new role. Read here: https://lnkd.in/ebyyn9kT #newjoiner #businessgrowth #welcometotheteam #welcomeaboard

Investment Seminar Highlights: 2025 Market Outlook - Soft Landing In Sight It was a pleasure to host our annual investment seminar this week at the Pomme d’Or Hotel in St Helier, Jersey. Our Chief Investment Officer, Jeffrey Brummette, delivered an in-depth and concise summary of the current macroeconomic landscape for 2024, alongside the market outlook for 2025. It was an invaluable opportunity to engage with clients, partners, and industry experts on the most relevant topics shaping the global financial environment and our investment solutions. Key Themes Covered: 1️⃣ 𝗚𝗹𝗼𝗯𝗮𝗹 𝗘𝗰𝗼𝗻𝗼𝗺𝗶𝗰 𝗚𝗿𝗼𝘄𝘁𝗵 𝗮𝗻𝗱 𝗥𝗶𝘀𝗸𝘀 – Insights into key drivers and challenges, including inflation trends, central bank policies, and geopolitical developments. 2️⃣ 𝗦𝗲𝗰𝘁𝗼𝗿-𝗦𝗽𝗲𝗰𝗶𝗳𝗶𝗰 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 – Analysis of emerging sectors showing potential for growth, from technology and energy to defence and infrastructure. 3️⃣ 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗔𝗱𝗷𝘂𝘀𝘁𝗺𝗲𝗻𝘁𝘀 – How to navigate market volatility and position portfolios for long-term success in a changing economic climate. Such events are critical in ensuring our clients and partners are informed and prepared to make strategic decisions. By sharing expert insights on the broader economic picture and actionable strategies, we empower those we work with to navigate uncertainty with confidence. A big thank you to all who joined us for this insightful session, and we look forward to continuing these important conversations next year and beyond. #InvestmentInsights #MarketOutlook #WealthManagement #MacroEconomics

This weekend, we were pumped to lace up our gloves and join colleagues from Oakbridge at BoxinBusiness, for an action-packed boxing training session in support of Macmillan Cancer Support Jersey.🥊 Our Oakglen group colleagues did not pull any punches as they came together with around 35 professional connections and stepped into the ring to help raise funds for a fantastic cause. It was a great reminder of the power of teamwork and community spirit – both inside and outside the ring! From learning techniques to sparring sessions, the energy and enthusiasm were incredible. We are so proud to have been part of an initiative that not only promoted fitness and fun but also made a meaningful contribution to those in need. A huge thank you to Oakbridge Director Graham Bell for organising this inspiring event in association with our gracious host BoxinBusiness, and to everyone who threw themselves into participate and support the cause. Together, we continue to build connections and create lasting memories while making a difference. #FundraisingEvent #Charity #CommunityMatters #WealthManagement

𝗨𝗞 𝗜𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻 𝗥𝗮𝘁𝗲 𝗝𝘂𝗺𝗽𝘀 𝗔𝗯𝗼𝘃𝗲 𝗧𝗮𝗿𝗴𝗲𝘁: 𝙒𝙝𝙖𝙩 𝙙𝙤𝙚𝙨 𝙩𝙝𝙞𝙨 𝙢𝙚𝙖𝙣 𝙛𝙤𝙧 𝙞𝙣𝙩𝙚𝙧𝙚𝙨𝙩 𝙧𝙖𝙩𝙚 𝙘𝙪𝙩𝙨? Today, the Office for National Statistics reported that UK consumer price inflation (CPI) climbed to 2.3% in October, up from 1.7% in September - a significant shift that increases the likelihood of no interest rate cut until 2025 and subsequently raises questions for investors. Our CIO, Jeffrey Brummette, unpacks what this could mean for the economy and wider markets, from the drivers behind the increase to the potential impact on interest rate cuts. Read the full article here: https://lnkd.in/eZAS5PAS #WealthManagement #InvestmentInsights #MarketTrends

𝗛𝗼𝘄 𝗖𝗼𝘂𝗹𝗱 𝗮 𝗦𝗲𝗰𝗼𝗻𝗱 𝗧𝗿𝘂𝗺𝗽 𝗔𝗱𝗺𝗶𝗻𝗶𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻 𝗜𝗺𝗽𝗮𝗰𝘁 𝗠𝗮𝗿𝗸𝗲𝘁𝘀? Our CIO, Jeff Brummette, dives into the potential policy shifts of The Trump Agenda 2.0 and what they might mean for investors. From tax policies to trade tensions, the article explores how these changes could shape market dynamics and investment strategies. This is a must-read for anyone navigating uncertain times with an eye on long-term growth. What’s your take? How do you think markets would respond to these shifts? Let us know in the comments. See more insights here: https://lnkd.in/eRi5ScWx #WealthManagement #InvestmentInsights #MarketTrends

We're beyond proud that Myles R. has been named in Citywire’𝘀 𝗲𝘅𝗰𝗹𝘂𝘀𝗶𝘃𝗲 𝗙𝗶𝗻𝗮𝗹 𝟮𝟱 in the 𝗧𝗼𝗽 𝟭𝟬𝟬 𝗪𝗲𝗮𝗹𝘁𝗵 𝗠𝗮𝗻𝗮𝗴𝗲𝗿𝘀 𝗼𝗳 𝟮𝟬𝟮𝟰. This prestigious accolade places Myles among the very best in the UK and CI Wealth & Investment Management industry, a testament to his skill, integrity, and dedication to delivering outstanding outcomes for our clients. Myles embodies our commitment to providing tailored, client-focused investment management service, and this recognition speaks volumes about the calibre of service we strive to deliver every day. Read more about Myles and his fantastic achievement here: https://lnkd.in/eSa4BWpG

Oakglen Wealth extends our deepest gratitude to veterans and active service members. As we observe a moment of silence, we reflect on their courage, resilience, and the lasting impact of their contributions. Together, let us remember and honour their legacy. #RemembranceDay #LestWeForget

On Saturday, some of our clients joined us and colleagues from Oakbridge to attend an inspiring Charity Gala Dinner at the Royal Jersey Showground, where we had the privilege of hearing from World Champions, the Springboks rugby team. From the energy in the room to the moving stories shared, the event was a powerful reminder of the impact sports can have beyond the field. Listening to these world-class athletes about resilience, teamwork, and the dedication that fuels their success was deeply motivating. Their insights go beyond rugby, offering lessons we can apply in our lives - whether in business, personal growth or giving back to the community. The event had a fantastic turnout, with ticket proceeds going to Jersey Sports for the Disabled. A huge thank you to the Strive Academy and Health Club who organised this unforgettable evening and to the Springboks for sharing their experiences with us. Here's to creating change, both on and off the field! #Teamwork #Inspiration #Springboks #Rugby #CharityFundraiser