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.
Our multi-asset strategies, available in GBP and USD, invest in a wide range of asset classes across the globe.
Discretionary portfolio Models
Direct equity strategies
Our direct equity strategies provide you with access to a global portfolio of diversified ‘large cap’ companies. We invest in stocks that we expect to compound in value over the medium to long term. Our preference is to invest in companies who are market leaders in their sector and who have high levels of return on operating capital. These strategies are available in all major currencies.