We Help Ordinary People Plan Their Financial Future.
Great financial advice shouldn’t be a privilege. It’s a right.
How can we assist you today?
Building Wealth, Beyond Borders
Expanding Upon Achievements
Established in 2007, Oak Capital Investment Company stands as a leading asset management provider with a primary focus on equity investments in both public and private markets.
Presently we are poised to enhance our accomplishments by the creation of a comprehensive multi asset class office. This expansion enables us to engage with multiple institutional clients, through our headquarters in Hong Kong.
360° Financial Solutions
How We Can Support Your Financial Future
From insurance to superannuation. We offer a range of financial services designed to meet many needs.
Advice
Actionable and informative financial advice.
Dedicated Team
We meet all your retail and corporate needs.
Real Estate
Actionable and informative real estate asset support.
Retirement
Preparing for a comfortable retirement future.
From Legacy to Leading-Edge
Navigating Success
Oak Capital Investment Company offers comprehensive investment management solutions encompassing both public and private equity markets on a global scale.
We are dedicated to leveraging our past achievements to enable and assist continued growth, the development of fresh strategies, and the unwavering commitment to delivering value to our investors.
Three Steps To Success
Team Excellence
Comprising a group of global professionals, we unite and combine our talents to achieve enduring and remarkable performance. Our leadership circle boasts a collective experience of over 150 years in the fields of all aspects of financial services across most industries, in conjunction and co-operation with other top-tier investment firms.
01
Identify Your Goals
We begin with attentive listening, fostering a dialogue between you and our skilled advisors.
02
Create A Strategy
We create strategies in partnership, aligning with your goals to ensure a tailored and effective approach.
03
Ongoing Support
We continuously monitor your financial position to limit risks and identify opportunities.
