Profile Overview

James Bennett

James Bennett is an investment executive and CEO of Oakwood Family Office, specializing in global macro strategy, multi-asset allocation, portfolio risk management, and long-term wealth stewardship for high-net-worth families.

Global Investment Strategy Asset Allocation Family Wealth Management AI & Digital Assets

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Overview

James Bennett is a senior investment professional whose career spans global equity research, institutional portfolio management, hedge fund strategies, multi-currency investing, and private family wealth management. As Chief Executive Officer of Oakwood Family Office, he leads the firm's strategic direction and investment framework, helping families structure portfolios around risk tolerance, liquidity requirements, long-term objectives, and multigenerational capital preservation. His investment philosophy combines global macroeconomic analysis with fundamental research and places particular emphasis on market cycles, capital flows, valuation, asset correlations, downside risk, and disciplined portfolio construction. He also studies structural investment themes including artificial intelligence, blockchain, digital assets, semiconductors, energy infrastructure, biotechnology, and advanced manufacturing.

Strengths: Global macro analysis, cross-asset portfolio construction, fundamental research, and disciplined risk management
Focus: Capital preservation, sustainable long-term appreciation, liquidity management, and structural investment opportunities
Responsibilities: Investment strategy, asset allocation, market-cycle analysis, portfolio oversight, and multigenerational family wealth planning

Practical Highlights

Leadership

CEO

Leads investment strategy and long-term capital frameworks at Oakwood Family Office

Professional Credential

CFA®

CFA charterholder with graduate training in financial economics and quantitative analysis

Market Coverage

Global

Equities, fixed income, hedge funds, alternative assets, real estate, and digital assets

Career Highlights

Career Foundation
Global Equity Research at HSBC

Bennett began his career at HSBC as a Global Equity Research Analyst, building expertise in company fundamentals, valuation, economic analysis, and the relationship between global market conditions and individual securities.
Portfolio Management
Bank of America Merrill Lynch

He later developed his portfolio management experience at Bank of America Merrill Lynch, working with sophisticated investment strategies and gaining broader exposure to institutional portfolio construction, risk management, and market-cycle positioning.
Alternative Strategies
Senior Portfolio Manager at Julius Baer Group

As a Senior Portfolio Manager with Julius Baer Group, Bennett gained experience managing long/short equity strategies and hedge fund portfolios, strengthening his knowledge of alternative investments, portfolio diversification, and downside-risk control.
Institutional Leadership
Deputy CIO and Central Investment Team Head

In London, Bennett served as Head of a Central Investment Team and Deputy Chief Investment Officer at a Rockefeller-affiliated organization, overseeing multi-currency portfolios invested across a broad range of global asset classes.
Family Office Leadership
CEO of Oakwood Family Office

Bennett now leads Oakwood Family Office, combining institutional investment principles with customized family wealth strategies focused on capital preservation, liquidity, sustainable appreciation, and multigenerational financial objectives.

Global Macroeconomics and Asset Allocation

Bennett studies global economic cycles, monetary conditions, interest rates, capital flows, valuations, and cross-asset relationships to identify risks and opportunities across changing market environments.

Portfolio Risk and Family Wealth Strategy

His research emphasizes portfolio resilience, liquidity, downside protection, diversification, asset correlations, and long-term allocation frameworks designed to preserve and grow family capital across generations.

AI, Digital Assets and Structural Transformation

Bennett examines the investment implications of artificial intelligence, semiconductors, computing infrastructure, blockchain, tokenization, digital assets, biotechnology, energy, and advanced manufacturing.