One of a kind.
One family, Infinite solutions
About Us
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 (registration number: 501453). We have presence and offices in London 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
Our story
" 1 Of A Kind "
When we founded 1OAK in 2009, our aim was to challenge the convention and offer an innovative and integrated approach to asset & wealth management. The plan was straightforward, to put our client first and design around a “one-of-a-kind” solution for each of them.
1OAK is based on our significant institutional background and delivery of an investor solution culture driven by our prior experiences, where the client remains at the centre of everything we do.
At 1OAK, we have implemented the same successful solution culture without the constraint of a single investment bank balance sheet or business appetite, overlaid on top the asset management capabilities, allowing our firm to deliver the best possible unrestricted advice, exercising its fiduciary responsibilities and operating in an open architecture environment.
In the years since, we have transformed our vision into a reality. The partnership, leadership and vision of our business have allowed us to attract some of the best talents in the financial industry within the various disciplines.
Our Vision
1OAK adopts a fully integrated business model, enabling the development and delivery of bespoke value added customer solutions. This business model maximises cross-functional synergies to their full potential and passes them on to investors in the form of highest added-value financial solutions.
We believe that success relies on understanding client needs, financial markets and the regulatory environment and be able to provide the best in class talent in an unconstrained business framework.
1OAK has created its unique arena and positioned to lead innovation and client services in the financial world by combining all these investment banking, asset management and wealth management capabilities in one single fully integrated firm.
OPEN ARCHITECTURE
Independent advice with alignment of interest between 1OAK and our clients
DUAL REGULATION & DUAL LICENSE
Our cross border regulated advisory with integrated fiduciary asset management allows us to be unconstrained with our client advise globally
INNOVATION & SOLUTION CULTURE
Integrated skill sets from wealth management, asset management and investment banking to deliver unique personalised solutions to clients
HANDS-ON RISK MANAGEMENT
Risk-adjusted return culture derived from the institutional client business
INSTITUTIONAL PRICING POWER
Via scale accessing competitive pricing from our banking relationships
PROPERTY INVESTMENT OFFICE
Dedicated team to serve clients and access the major property markets of London, NYC and major global cities
CLUB DEALS
Access and sharing off-market deals between families and/or institutions
RESEARCH
Our research in quantitative strategies has delivered investments with award-winning performance
BEST IN CLASS INFRASTRUCTURE AND OPERATIONS
Created for large institutions that can be used by families or financial groups without the high fixed costs