Oakglen Wealth, an independently owned wealth manager with offices in Jersey and London, has announced the appointment of Philip Burbidge as Head of Compliance.
Philip (pictured) will be responsible for continuing to enhance Oakglen Wealth’s governance and compliance framework. With 37 years’ industry and regulatory experience Philip joins Oakglen Wealth from Quilter Cheviot where he was Head of Oversight & Support, having joined Cheviot Asset Management as Head of Legal & Compliance in 2006. Prior to that he was the Compliance Officer for UBS Wealth Management (UK) Ltd and Laing & Cruickshank Investment Management Ltd.
Philip will be based in London and the appointment is effective immediately.
Jamie Crawford, Group Head of Wealth Management said: “We are pleased to welcome Philip to join our highly skilled team at Oakglen Wealth. His appointment will be instrumental in further enhancing our risk and compliance functions and in supporting our business strategy and growth. Philip’s expertise will also be paramount to navigating the ever evolving and complex regulatory landscape, while ensuring that we continue to deliver the highest level of service to our clients.”
Philip Burbidge commented: “I’m thrilled to join Oakglen Wealth. The firm’s offering is truly dedicated towards putting the clients’ interests first, by providing a personalised service powered by leading technology. As an independent firm it operates with uncompromising integrity, and my role will be to ensure that we continue to adhere to the highest standards of regulatory compliance, allowing our clients to have full confidence in our service.”
