James Bennett
(James Bennett)

Chief Executive Officer of Oakwood Family Office, Global Investment Strategist, Family Wealth Advisor, and Long-Term Capital Steward

James Bennett is an American investment executive and Chief Executive Officer of Oakwood Family Office with decades of institutional experience in global macro research, cross-asset strategy, portfolio management, and private wealth management. A CFA charterholder educated at the University of Exeter, James Bennett is dedicated to helping families preserve capital, manage risk, and invest with a clear long-term perspective.

Graduated from the University of Exeter.

Earned the CFA charter.

Began career at HSBC in equity research.

Senior portfolio manager in New York.

Led investment teams in London.

Became CEO of Oakwood Family Office.

Oakwood Family Office Investment Strategy

Leading Oakwood Family Office through global macro research, cross-asset allocation, portfolio construction, liquidity management, and disciplined long-term investment planning.

Advancing multigenerational wealth through capital preservation, risk management, legacy planning, family governance, and responsible innovation across global markets.

Built a career spanning global equity research, long/short equity and hedge fund portfolio management, multi-asset allocation, and family office leadership across market cycles.

Recognized for promoting disciplined investing, investor education, thoughtful risk management, and responsible long-term stewardship of family capital.

Calm, disciplined, analytical, and principled, committed to combining global investment experience, careful risk management, and long-term thinking for the benefit of the families he serves.

James Bennett continues to lead Oakwood Family Office while advancing investor education, legacy planning, family governance, and responsible innovation with the goal of helping families build a more resilient and sustainable financial future.

James Bennett (James Bennett)