our story
Established in 2016, on the completion of the management buyout of the Credit Suisse Jersey business, Oakbridge Limited was rebranded in 2019 following a change of strategic ownership. The majority of the team have worked together for several years and have shared values, objectives and a common goal; to provide independent investment advice and managing our clients’ wealth as if it were our own, nurturing a secure and stable investment eco-system.
Our clients, most of whom have been with us since 2004 when the Jersey-based business was established, are typically families and entrepreneurs who have worked hard to build their wealth and entrust us to preserve and grow the real value of their capital. The majority of the Directors are also shareholders in the business, ensuring that our interests are in harmony with those of our clients.
If you would like to know more about our investment services please call Allan Stewart, Director on +44 (0) 1534 709597 or email allan.stewart@oakbridge.je