Oak Investment Partnership Demerger

Posted: 18th May 2021 Key

From July 2021 the current company structure of which Wise Investment is currently a part is demerging. The “Oak Investment Partnership” currently contains the three subsidiaries; Wise Investment, Wise Funds and Evenlode but after the demerger these three businesses will be owned and operated independently from each other. Wise Investment has been managed independently from the other two businesses since the Oak Partnership was formed in 2016 and we have an experienced management team who will continue to lead the business into the future.

There will be a change to the Wise Investment Board following the demerger. Currently, the Board consists of myself as CEO and Amanda Sullivan as CFO. However, Amanda is taking a new position within Evenlode and so I am pleased to announce that I will be joined on the new Wise Investment Board by Angus Aston and James Payne. James and Angus have over 35 years knowledge of the business between them and bring a wealth of experience.

Other than the change to the Board there are no other changes being made to the Wise Investment team that look after you. You will continue to deal with the same Financial Adviser and the same Administrator as at present. We do not anticipate that as a client you will see or feel any difference between before and after the demerger has taken place. We will all remain employee owned businesses and the values and culture that we have built up over the years will not change. Attached is the official press release for further information.

Please do not hesitate to get in touch with us if you have any queries or would like to discuss anything in more detail.



Alex Rae