James Bennett | Global Investment Strategy and Family Wealth Management

Research Areas and Interests

Global Macroeconomics and Asset Allocation

James Bennett focuses on global economic cycles, interest rates, capital flows, valuations, and cross-asset relationships to build disciplined long-term allocation frameworks across equities, fixed income, real estate, and alternative investments.

Family Wealth and Portfolio Risk Management

His work emphasizes capital preservation, liquidity planning, portfolio construction, downside risk, and multigenerational objectives, helping families balance sustainable capital growth with long-term wealth protection.

AI, Digital Assets and Structural Investment Trends

Bennett examines how artificial intelligence, computing infrastructure, blockchain, digital assets, tokenization, biotechnology, energy, and advanced manufacturing may reshape global capital markets and create durable investment opportunities.

Reputation: James Bennett is presented as a disciplined global investment executive with broad institutional experience, emphasizing capital preservation, thoughtful asset allocation, rigorous risk management, and multigenerational wealth stewardship.

Profile

James Bennett is the Chief Executive Officer of Oakwood Family Office and an experienced investment professional whose career spans global equity research, portfolio management, hedge fund strategies, multi-asset allocation, and private wealth management. His investment approach combines top-down macroeconomic analysis with bottom-up fundamental research, with particular attention to economic cycles, capital flows, valuations, liquidity, and portfolio resilience. At Oakwood Family Office, he helps shape long-term investment frameworks for high-net-worth families, aligning portfolios with risk tolerance, liquidity needs, capital preservation goals, and multigenerational objectives. He also follows structural themes including artificial intelligence, blockchain, digital assets, and the evolving relationship between technological innovation and global capital markets.

Strengths: Global macroeconomic analysis, cross-asset portfolio construction, risk management, and long-term investment discipline
Coverage: Global equities, fixed income, hedge funds, real estate, alternative investments, digital assets, and family wealth strategies
Focus: Capital preservation, sustainable appreciation, liquidity management, structural trends, and multigenerational wealth stewardship

Practical Highlights

Investment Experience

Multi-decade

Institutional investing, global portfolio management, private wealth, and family office strategy

Current Role

CEO

Leads strategic direction and investment frameworks at Oakwood Family Office

Professional Credential

CFA®

CFA charterholder with academic training in financial economics, economics, and statistics

Investment Philosophy

Long Term

Preserve capital, manage risk, maintain discipline, and invest through complete market cycles

Career Timeline

Career Foundation
Global Equity Research at HSBC

Bennett began his investment career at HSBC as a Global Equity Research Analyst, developing a foundation in company analysis, market research, valuation, and the interaction between macroeconomic conditions and individual businesses.
Portfolio Management
Bank of America Merrill Lynch and Julius Baer Group

He later served as a Senior Portfolio Manager with Bank of America Merrill Lynch and Julius Baer Group, gaining experience in long/short equity strategies, hedge fund portfolios, investment selection, and institutional portfolio management.
Institutional Leadership
Central Investment Team Leadership in London

At a Rockefeller-affiliated organization in London, Bennett served as Head of a Central Investment Team and Deputy Chief Investment Officer, overseeing a team responsible for independently managed, multi-currency portfolios across global asset classes.
Family Office Leadership
CEO of Oakwood Family Office

As Chief Executive Officer, Bennett leads the firm's strategic direction and investment framework, developing customized asset allocation approaches based on each family's financial circumstances, risk tolerance, liquidity requirements, and long-term objectives.
Current Research Focus
AI, Technology and the Future of Global Capital

Bennett has increasingly focused on the convergence of artificial intelligence, semiconductors, infrastructure, blockchain, digital assets, biotechnology, energy, and global finance, examining how these structural changes may influence long-term investment opportunities.

James Bennett Profile