Oakglen Wealth names Quilter Cheviot's Philip Burbidge as head of compliance

Oakglen Wealth, the independently owned wealth manager with offices in Jersey and London, has named Philip Burbidge as head of compliance in a newly created role. 

He will be responsible for "continuing to enhance Oakglen Wealth’s governance and compliance framework" the firm said in a statement on 20 May.

With 37 years’ industry and regulatory experience he 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.

He 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.”

Burbidge said: “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.”

Oakglen Wealth has been actively fortifying its team, with recent senior appointments including Richard Firth as consultant in London and Michael Clarke as investment director in Jersey.

Oakglen Wealth is part of Oakglen, a group of investment and operating companies with interests across the UK, Channel Islands, Europe, and North America, focusing on real estate, private equity, and financial services.

The group is responsible for assets exceeding £1bn and is privately owned, with its headquarters in Jersey, Channel Islands.