Oakbridge Wealth Advisors Expanded to Edinburgh New Town

The Challenge

Oakbridge needed a Scottish presence to serve their growing client base north of the border, requiring an address that matched their premium positioning.

Overview

A London-based wealth advisory firm wanted to open a Scottish office that reflected their brand values of discretion and quality.

The Solution

MatchMyOffice secured a Georgian townhouse office in Edinburgh New Town with period features, private client rooms, and a prestigious EH2 address.

Results Achieved

• Scottish AUM grew by £45M within first year
• Georgian townhouse office enhanced brand perception
• Attracted 2 senior advisors from Scottish competitors