Two senior appointments for Oakglen Wealth

Wednesday 25 October 2023

Oakglen Wealth has added two people to its investment management team.

Richard Firth and Michael Clarke have been appointed as Consultant and Investment Director respectively.

Mr Clarke will be based in Jersey, offering support and guidance to private clients, family offices, and trust companies. He brings with him more than 35 years of industry experience, having held senior wealth management positions at HSBC and UBS.

He is an Associate of the London Institute of Banking and Finance and a Member and Securities Representative of the CISI. His most recent position was Executive Director and Head of Private Clients at UBS Wealth Management Jersey.

Mr Firth, a financial services expert of 30 years, will be based in the UK. His experience includes holding executive positions at financial institutions like Quilter Cheviot, Cazenove, and Greig Middleton. He is also a Chartered Wealth Manager and Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). Before joining Oakglen Wealth, he served as an Executive Director and Senior Investment Manager at Quilter Cheviot Ltd.

Dominic Tayler, Managing Director (UK), said the company was “thrilled to welcome Richard and Michael to the Oakglen Wealth team."

"Their extensive industry knowledge and impressive track records will be invaluable as we continue to expand our wealth management services and offer clients the highest level of expertise,” he said.

Pictured top: Richard Firth and Michael Clarke.