Greg Oldfield

Wealth Manager

Greg is an Associate Director in the US Family Office where he advises International and US-connected families on their global wealth requirements. Greg has extensive experience in managing families affairs in a US/UK compliant manner and provides advice on establishing strategies to meet longer term financial objectives. Prior to joining W1M, he worked for a large UK Wealth Manager based in the City.

Greg previously graduated from the University of South Africa where he studied Economics. He is a Chartered Member of the Chartered Institute for Securities and Investments (CISI) having achieved the Private Client Investment Advice and Management (PCIAM) qualification. Greg also holds the Diploma in Regulated Financial Planning and the Investment Management Certificate (IMC).

Outside of work, Greg is a keen cricketer having previously represented South Africa at the under-19 Cricket World Cup in 2014. South Africa went on to win the 2014 edition of the u-19 Cricket World Cup. He also enjoys playing golf where he has had less success.

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