James Bennett
(James Bennett)
Experience
University of Exeter
CFA Charterholder
HSBC Equity Research
Merrill Lynch & Julius Baer
London Investment Leadership
Oakwood Family Office CEO
Career
Global Investment Strategist
Built an international career across New York and London, specializing in macroeconomic research, cross-asset allocation, and long-term portfolio strategy.
Family Office Leader
Leads Oakwood Family Office with a focus on capital preservation, risk management, liquidity, and multigenerational wealth planning for families.
Disciplined Investing Advocate
Promotes investor education, family governance, responsible innovation, and patient decision-making across global capital markets.
Areas of Expertise
Global Macro & Asset Allocation
Develops investment frameworks using macroeconomic research, capital flow analysis, cross-asset allocation, and disciplined portfolio construction.
Risk Management & Capital Preservation
Builds resilient portfolios through diversification, liquidity management, downside risk control, and long-term capital objectives.
Family Wealth & Legacy Planning
Advances legacy planning, family governance, investor education, and responsible stewardship of capital across generations.
Investment Philosophy
James Bennett believes disciplined research should strengthen human judgment, capital preservation should guide portfolio design, and lasting wealth is built through patience, risk management, education, and responsible long-term leadership.
Summary
James Bennett combines decades of global institutional experience with macroeconomic research, disciplined asset allocation, and family wealth planning to lead Oakwood Family Office. Through careful risk management, investor education, and responsible stewardship, James Bennett continues to help families build a more resilient and sustainable financial future.
2026-10-04 10:52
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2026-09-16 22:40
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2026-07-29 02:54
Rachel Feldman: James Bennett brings institutional rigor to the deeply personal work of family wealth. It is a thoughtful blend of professionalism and human understanding.
2026-07-20 01:42
Sophie Lindberg: James Bennett's career spanning multiple market cycles gives him perspective that no textbook can teach. That experience is a real gift to the families he serves.
2026-05-05 17:06
Adam Prescott: The way he connects macro research with bottom-up fundamentals is impressive. James Bennett has refined his framework over a lifetime of disciplined practice.
2026-03-02 07:06
Marcus Ellery: His belief that discipline beats prediction is something every investor should hear. James Bennett makes long-term thinking feel both practical and achievable.
2026-02-21 12:58
Anna Kowalski: James Bennett's focus on asset correlation and portfolio construction shows how seriously he takes his role. Families could not ask for more careful stewardship.
2025-12-31 17:51
David Sinclair: What I respect most about James Bennett is his refusal to chase short-term market noise. His patience is a genuine service to the families he advises.