Oakglen Wealth
Nick Middleton has extensive work experience in the financial services industry. Nick is currently the Chief Operating Officer at Oakglen Wealth, where they combine service-oriented discretionary and advisory investment management to meet the needs of various clients. Prior to this, they worked as a Director at Helix Capital, focusing on investments related to the energy transition. Nick also served as an Advisor at GoldPesa and Rosecut Technologies, providing financial advice and blending AI advice with the human touch. Nick has been involved in the Financial Services industry since 2019, working as a Financial Professional, Board Advisor, Fintech Mentor, and Consultant at College Cross Consulting Ltd. Nick also worked as a Consultant at Yellow Jersey PR. Earlier in their career, they held various roles at UBS, including Head of UBS SmartWealth UK and Executive Director. Nick began their career as a Senior Investment Director at Rensburg Sheppards.
Nick Middleton attended Uppingham School from 1989 to 1994. Nick then went on to study Business Studies at the University of Plymouth from 1994 to 1998.
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Oakglen Wealth
Established in 2016, Oakglen Wealth is an independent investment manager combining service-oriented discretionary and advisory investment management. As an independently owned and managed business, part of the Oakglen Group, our clients are always the priority. Oakglen Wealth seeks to build enduring relationships, understanding individual needs and constructing strategies that help clients achieve superior outcomes. Oakglen’s distinctive network allows clients to access new investment opportunities and innovative ideas. Its highly personalised service is delivered by an experienced team and is powered by the very latest technology. Our services include: - Discretionary Investment Management Service - Advisory Investment Service - Specialist Investment Solutions Oakglen Wealth is part of Oakglen, a group of investment and operating companies with interests across the UK, Channel Islands, Europe and North America in the real estate, private equity and financial services sectors. IMPORTANT: Oakglen Wealth is regulated by the Jersey Financial Services Commission. Oakglen Wealth Limited is registered in England and Wales (13182724) and is authorised and regulated by the Financial Conduct Authority (FRN 961763). Information published on Social Media (“LinkedIn”) by Oakglen Wealth is for information purposes only and must be read in conjunction with information posted on our website www.oakglenwealth.com