Oakwood Investments is an independent wealth management firm providing multi family office services. Located in Switzerland and active on the global stage, we offer HNWIs, VHNWIs as well as affluent families and individuals a selection of bespoke wealth management and family office services and solutions.
At Oakwood Investments we focus on a variety of avenues of investment including:
These include stocks, bonds, mutual funds and ETFs, as well as a choice of bank products and more. As an independent investment house we aren't bound by corporate directives when exploring attractive investment opportunities. Our market analysts and financial experts carry out in-depth analysis of each potential investment as well as thorough due diligence.
These include growth equity funds as well as a range of early state and high risk investments. Not for the faint of heart but nevertheless a worthy avenue of investment, capital investments are the fuel that drives businesses and new ventures forward. With the aid of our participation in funding rounds we enable ventures to carry their concepts through development and on to market entry.
These include commercial, retail, residential & development. Our team handles all property management issues on the clients' behalf including contractual, rent collection and more. We outsource and oversee day-to-day maintenance, renovations and groundwork to trusted professionals. In addition we monitor market performance and recommend any tenancy changes when necessary, as well as any purchase opportunities that may arise.
Investment in valuable tangible items such as paintings, art prints, sculptures, rare antiques & antiquities, and collectibles such as classic & rare vehicles, is a niche market that has become an increasingly popular avenue of investment. We work with professionals such as curators, antique experts, restorers and appraisers to carry out investments and to preserve, present and store these items in optimal condition.
Oakwood Investments fields a select team of hand-picked experts, augmented by a trusted network of expert consultants. They work together with the singular goal to provide nothing but the best for our distinguished clients. Our team members are all experts, individually recruited from leading professional positions, they are passionate about their work and are focused on bringing consistently attractive returns in. At Oakwood Investments we see ourselves as your partners and constantly strive to provide maximum value for your investment. Our experienced team works hand-in-hand with a hand-picked network of trusted professional associates who, with the benefit of their professional input, give us a professional edge.
When you work with us you can be sure that you are in good hands. We provide you with the right portfolio composition and range of solutions, tailored to your specific requests, risk profile, and requirements. We are your trusted partner, when you work with us you can rest assured that you have our undivided attention and that we are here to make your life more profitable and less stressful.
Investment Planning and Consulting
Oakwood Investments' investment advisors and analysts meet up with the clients and scrutinize their requirements, their family circumstances, their existing holdings, their risk tolerance, any potential liabilities, and tax situation. Based on the client's unique profile we compile a bespoke investment strategy and assemble a portfolio accordingly. All of the investment opportunities we offer undergo a rigorous checking and due diligence process.
Portfolio Management
Our portfolio managers oversee the performance of the clients' holdings, making adjustments and recommendations according to their performance and market fluctuations. In the case of real estate holdings and investments in tangible assets such as works of art, antiques and collectibles, we work with associate professional experts who are hired for their unique capabilities. Oakwood Investments has a policy of open and transparent exchange of information with our clients, we produce regular status reports and inform clients whenever we feel any adjustments should be made to the portfolio, or whenever there are major market developments.
Estate Planning & Cross Generational Wealth Transfer
When it comes to great wealth, extreme care and preparation must be employed to safeguard wealth across generations, hence it is vital to plan implement and future proof estate planning strategies. At Oakwood Investments we offer comprehensive estate and cross generational wealth transfer planning services, these include powers of attorney, business succession, trust strategies and implementation, charitable trusts, life insurance, wills, as well as related taxation and legal issues. It's imperative to have a well-conceived policy in place, ready to ensure a smooth transition when the time comes.
Family Governance Advisory
Family dynamics are at the best of times quirky and based on emotive, rather than pragmatic issues, this makes managing a family's interests challenging at the best of times. This has the potential to become a stumbling block for family office administrators, especially if stakeholders are divided into factions, leading to a stalemate and an unsustainable situation. This is where our family governance advisory services come to the rescue; we meet with stakeholders from all generations, learn of their particular situation, their expectations, as well as their perception of how the business should be run. With the data assembled we work together to formulate agreed upon guidelines and goals that can accommodate the needs of everyone involved.
Philanthropic Planning
Philanthropic planning is an integral part of many family offices. There are a number of reasons to set up charitable activity in a family office; to educate the young generation on the importance of giving to society, to create social and environmental change for the better and to create a lasting legacy, and, of course there is the issue of tax advantages and benefits. We advise our clients on a variety of philanthropic and charitable activities including setting up foundations and trusts, endowments, scholarships and bursaries, among others. We work with experienced advisors who specialize in providing philanthropic guidance and advice to individuals and organizations.
Contact us with any queries you may have regarding our service package, a member of our team will be in touch to set up an introductory meeting, just complete the form, we'll do the rest.
