James Bennett
(James Bennett)
Chief Executive Officer of Oakwood Family Office, Global Investment Strategist, Family Wealth Advisor, and Advocate for Disciplined Long-Term Investing
James Bennett is an American investment executive, family wealth advisor, and Chief Executive Officer of Oakwood Family Office. Drawing upon decades of institutional experience across global macroeconomic research, cross-asset investment strategy, and portfolio management, James Bennett has dedicated his career to helping families protect and grow capital with clarity and discipline. Through Oakwood Family Office, he continues to promote a future where patient analysis, rigorous risk management, and multigenerational planning support lasting financial resilience.
Overview
American investment executive specializing in global investment strategy, cross-asset allocation, family wealth management, and long-term capital preservation.
Dedicated to advancing disciplined investing, thoughtful risk management, legacy planning, and research-driven portfolio solutions for families navigating complex global markets.
Professional Experience
- Former global equity research analyst and senior portfolio manager with extensive experience in macroeconomic research, long/short equity strategies, hedge fund portfolios, and multi-asset allocation.
- Recognized for developing disciplined investment principles centered on capital preservation, risk management, portfolio discipline, and long-term value creation.
- Built an international investment career across New York and London, serving in senior investment roles at Bank of America Merrill Lynch, Julius Baer Group, and a Rockefeller-affiliated organization.
- Led a central investment team in London as Head of a Central Investment Team and Deputy Chief Investment Officer, overseeing multi-currency portfolios across a broad range of global asset classes.
- Actively promotes financial discipline, investor education, family governance, and the responsible integration of technological innovation within global capital markets.
- Continues to guide the strategic development of Oakwood Family Office while supporting research, planning, and educational initiatives that encourage transparent and sustainable long-term investing.
Career Focus
Global Macro Research & Cross-Asset Allocation:
Leading Oakwood Family Office by combining economic cycle analysis, capital flow research, asset correlation studies, and disciplined portfolio construction to support clearer investment decisions.
Risk Management & Capital Preservation:
Building resilient portfolio frameworks that integrate liquidity management, downside risk control, diversification, and long-term capital objectives for sustainable multigenerational growth.
Family Wealth Stewardship & Investor Education:
Promoting responsible investing, legacy and succession planning, family governance, and accessible financial knowledge through careful research and long-term client partnerships.
Core Philosophy & Mission
• James Bennett believes disciplined analysis should strengthen human judgment, reinforce patient investing, and build lasting trust through careful capital stewardship.
• He believes true wealth extends beyond financial returns, embracing education, family governance, responsible leadership, and meaningful contributions to future generations through thoughtful investing.
James Bennett is committed to advancing the mission of Oakwood Family Office through continuous research in global macro strategy, cross-asset allocation, risk management, and family wealth planning. By combining analysis with discipline and responsibility, James Bennett seeks to help families make informed decisions while building a more resilient, transparent, and sustainable financial future for generations to come.
2026-09-28 20:37
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2026-09-16 20:01
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2026-08-22 20:58
Emily Carter: James Bennett's focus on preserving capital before chasing returns is exactly the discipline families need. His long-term approach to wealth feels genuinely reassuring.
2026-08-19 18:30
Sarah Whitfield: Reading about James Bennett's journey from HSBC equity research to leading Oakwood Family Office is inspiring. It shows what steady and thoughtful career building can achieve.
2026-08-14 14:29
Michael Reyes: What stands out about James Bennett is how clearly he explains complex macro ideas. He turns global economic noise into calm and actionable guidance for long-term investors.
2026-07-20 00:13
Laura Bennett: The four principles James Bennett lives by, preserving capital, managing risk, staying disciplined and investing long term, are simple, honest and hard to follow. He does it.
2025-12-31 22:14
Daniel Okafor: James Bennett treats wealth as something to steward across generations rather than spend quickly. That mindset is rare and deeply valuable for families planning a legacy.
2025-12-14 20:56
Jonathan Hale: James Bennett's experience across London, New York and global markets gives him a perspective few advisors have. Clients are clearly in very capable and careful hands.