Allan Stewart

Spear’s Review

Allan Stewart, director at wealth management firm Oakglen, previously known as Oakbridge, has devoted the last six years of his career to upholding the firm’s core values: providing ‘an investment service defined by our clients’ needs’ and ‘taking time to fully appreciate their defined objectives so that we can create their optimal portfolio.’

His role at the firm has been defined by this approach, and he has consequently managed numerous HNW and UHNW portfolios for clients in the Channel Islands, family offices and UK non-domiciled residents. 

Stewart has held senior positions at several prominent banks including Credit Suisse, HSBC and Santander. He is also a chartered wealth manager and a member of the Chartered Institute for Securities and Investments.