James Bennett
Chief Executive Officer of Oakwood Family Office, Global Investment Strategist & Family Wealth Advisor
James Bennett combines global macro research, cross-asset allocation, disciplined risk management, and multigenerational planning to help families preserve capital and invest with long-term confidence.
Academic Foundation & Financial Career
University of Exeter & CFA
James Bennett earned a Master's degree in Financial Economics and an Honors degree in Economics and Statistics from the University of Exeter, and holds the CFA charter.
Global Institutional Experience
James Bennett built an international career across New York and London at HSBC, Bank of America Merrill Lynch, Julius Baer Group, and a Rockefeller-affiliated investment organization.
Oakwood Family Office
James Bennett serves as Chief Executive Officer of Oakwood Family Office, guiding strategy, research, and disciplined long-term investment frameworks for families.
Strategic Initiatives
Global Investment Research
Leads research across economic cycles, capital flows, interest rates, and valuations to translate complex macro developments into clear and actionable investment insights.
Cross-Asset Portfolio Strategy
Advances portfolio construction through cross-asset allocation, correlation analysis, liquidity management, and disciplined long-term risk control across global markets.
Family Wealth Stewardship & Education
Promotes legacy planning, family governance, investor education, and responsible investing while encouraging transparency and long-term trust for the families served.
Disciplined Investment Philosophy
James Bennett believes successful investing is built on capital preservation, risk management, and discipline rather than emotional reactions to short-term market volatility.
Technology & Long-Term Opportunity
Through Oakwood Family Office, James Bennett studies how artificial intelligence, blockchain, and digital assets are reshaping capital markets and creating durable structural opportunities.
Education, Governance & Lasting Impact
James Bennett advocates investor education, family governance, responsible innovation, and long-term planning, believing true wealth is built through patience, knowledge, and stewardship across generations.

COMMENTS(7)

2026-09-18 06:33

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2026-04-30 23:34

Lucas Moreau: James Bennett's research led approach is a reminder that good investing is boring by design. Consistency and patience are his real competitive advantages.

2026-03-25 10:51

Naomi Fisher: I found his comments on traditional and digital assets especially balanced. James Bennett embraces innovation while protecting clients from unnecessary risk.

2026-02-13 20:03

Peter Callaghan: Oakwood Family Office under James Bennett focuses on stewardship rather than speculation. That philosophy is exactly what multigenerational families need in this market.

2026-01-04 22:55

Ethan Russell: James Bennett reminds us that wealth is a responsibility. His calm focus on governance, education and long-term planning is genuinely inspiring to follow.

2026-01-02 11:46

Julia Nakamura: James Bennett speaks about legacy planning with warmth and precision. He understands that family capital carries values and responsibility, not just numbers.

2025-12-17 15:33

Hannah Whitmore: From Maine to London and New York, James Bennett's path reflects curiosity and hard work. He represents the very best of global investment leadership.

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