The Federation of European IFAs (FEIFA) said on 1 May it has formed a formal affiliation with investment company Oakglen Wealth.
The relationship with FEIFA will be headed up by Nick Davis, investment director – UK, at Oakglen.
Davis said: “We are thrilled to announce a new chapter in our journey, as Oakglen Wealth proudly affiliates with FEIFA.
“This Partnership marks a significant milestone in our commitment to collaborate with financial advisers and provide access to our investment solutions.”
Oakglen Wealth was established in 2016 on completion of a management buyout of the Credit Suisse Jersey business. The firm provides discretionary, advisory, and execution-only investment services to private clients, financial advisers, trustees, charities, and family offices. Following FCA approval in 2022, the Group launched a UK business in early 2023.
David added: “Our investment philosophy prioritises risk awareness over benchmark adherence.
“Whilst benchmarks can provide a reference point for performance evaluation, we believe solely relying on them may not always align with the specific needs and risk tolerance of the client. Instead, our investment approach places a strong emphasis on understanding and managing investment risk. This risk-aware approach results in less of a drawdown when markets sell-off.”
Stanfield said: “This is another excellent Partnership and very much complimentary to our existing relationships
“By joining forces with FEIFA, Oakglen aims to enhance the depth and breadth of its offerings, providing our members with access to an even wider array of resources, expertise, and opportunities to optimise their advice to clients.”
