In real estate, London based group subsidiary LBS Properties specialises in delivering high-quality, large-scale, complex residential and office projects both independently and on a joint venture basis. LBS works across the full development lifecycle from deal sourcing, structuring and financing, planning, development, asset management and sales and leasing. LBS has been responsible for the delivery of over 1,300 private and affordable homes and 500,000 square feet of office space since 2012, and is currently working with both private and institutional capital partners from Europe, Asia and North America.
In private equity and growth capital markets, Oakglen invests with a current focus on financial technology and operational real estate, including via its wholly-owned Technology and Innovation Fund. The investee companies tend to have originated in the UK and have growth aspirations into Europe and particularly North America. Oakglen typically takes majority or significant minority shareholdings and remains closely involved in assisting and mentoring the investee founders and managers. Oakglen’s existing investment portfolio spans Jersey, Guernsey, London and various regions of the UK, and Chicago and Atlanta in the US.
In corporate and fund administration, Oakbridge specialises in providing secretarial, governance, general administration and accounting services to corporate and fund clients usually with interests in the real estate and technology sectors respectively. Clients range from private individuals to private or corporate joint venture partners to regulated or listed companies and institutions.
In wealth management, group subsidiary Oakglen Wealth provides traditional discretionary and advisory investment management services to private individuals and their families, intermediaries and charities.