Oakbridge Wealth, the locally owned independent investment management business, welcomes William Lamond to its investment team as an Investment Director.
William has more than twenty years of experience in fund management having previously held senior roles with Lloyds TSB Fund Managers and Canaccord Genuity. He is a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities & Investment (CISI).
David Baker, Managing Director, commented “William joins a business that recognises the importance of human capital in the investment process, and since its launch five years ago that resource has brought tangible benefits to our clients. William is a very welcomed addition to that combined human capital.”
William said, “I am delighted to be joining a very well established and respected investment team. I think the Oakbridge Wealth offering is unrivalled in Jersey and I am very pleased to be part of this locally owned business”.
