Wealth Management Service

Our Jersey based team has extensive experience in providing comprehensive wealth management services. We offer clients access to our in-house investment services on a discretionary and advisory basis, whilst also working with third party specialists who can provide estate planning, accounting, tax and retirement/pension services.

To complement our wealth management services we have access to a network of global private banks and specialist custodians who can provide additional services, such as lending against residential and commercial real estate, yacht finance, aviation finance and Lombard lending.
If you would like to know more about our Wealth Management Services please call Allan Stewart, Director on +44 (0) 1534 709597 or email allan.stewart@oakbridge.je