Oakglen Wealth
Eloise Rouse, MCSI, is an experienced investment professional currently serving as an Investment Manager at Oakglen Wealth since January 2023. Previously, Eloise held the position of Trainee Investment Manager at Quilter Cheviot Ltd from November 2018 to January 2023, where responsibilities included client relationship management and portfolio administration. Eloise's early career included roles such as Fund Research/Analyst at Seymour Sinclair Investments and various internships in asset management and law, providing valuable insights into diverse operational aspects of finance. Eloise holds a BA(Hons) in Art History and Visual Culture from the University of Exeter and is an Associate member of The Chartered Institute for Securities & Investment (CISI).
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Oakglen Wealth
Established in 2016, Oakglen Wealth is an independent investment manager combining service-oriented discretionary and advisory investment management. As an independently owned and managed business, part of the Oakglen Group, our clients are always the priority. Oakglen Wealth seeks to build enduring relationships, understanding individual needs and constructing strategies that help clients achieve superior outcomes. Oakglen’s distinctive network allows clients to access new investment opportunities and innovative ideas. Its highly personalised service is delivered by an experienced team and is powered by the very latest technology. Our services include: - Discretionary Investment Management Service - Advisory Investment Service - Specialist Investment Solutions Oakglen Wealth is part of Oakglen, a group of investment and operating companies with interests across the UK, Channel Islands, Europe and North America in the real estate, private equity and financial services sectors. IMPORTANT: Oakglen Wealth is regulated by the Jersey Financial Services Commission. Oakglen Wealth Limited is registered in England and Wales (13182724) and is authorised and regulated by the Financial Conduct Authority (FRN 961763). Information published on Social Media (“LinkedIn”) by Oakglen Wealth is for information purposes only and must be read in conjunction with information posted on our website www.oakglenwealth.com