Discretionary Investment
Management Service

At Oakbridge Wealth, our discretionary investment management service allows you to delegate the day-to-day management of your investments to our Jersey-based team of experienced investment professionals. We will work closely with you to understand your investment objectives, risk tolerance and risk ability, enabling us to create a solution tailored to your individual requirements. We focus on risk as much as return when it comes to managing your investments. When constructing portfolios, the risk measures we consider are expected volatility of returns (using standard deviation) and maximum drawdown for each strategy. We believe that managing within a disciplined framework ensures optimal risk-adjusted returns that are consistent with your expectations.