Founded in 2009, the 1OAK Financial Group is a London headquartered firm specialised in advisory solutions and asset management for institutional clients and family offices.
1OAK is regulated by the Financial Conduct Authority in the UK and by the SEC in the US. We have presence and offices in London, New York and Grand Cayman with a Dubai branch encompassing a headcount of 40 professionals across the various jurisdictions.
We have partnered with global custodians, investment and private banks to build an independent asset & wealth management platform to deliver innovative investment solutions and bespoke services.
Within 1OAK, our commitment is to combine the group’s strengths in investment banking, asset management and wealth management in order to offer a superior advantage compared to industry standards.
Asset Management, Investment Management and Portfolio Development
The Asset Management & Investment Management industry is involved in the management of financial assets such as stocks, bonds, commodities and real estate . Companies in this field specialize in providing advice on portfolio construction as well as providing financial analysis for investments .
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