US
Strategy & Implementation
James Bennett
James Bennett is Chief Executive Officer of Oakwood Family Office, combining global macroeconomic research, institutional portfolio management, multi-asset allocation, and family wealth strategy with a disciplined focus on capital preservation, liquidity, risk control, and long-term investment opportunities.
Global Macro Strategy
Asset Allocation
Family Wealth
AI & Digital Assets
Approach
Bennett approaches investment management as a long-term capital allocation discipline rather than a search for short-lived market opportunities. His process combines global macroeconomic analysis, bottom-up fundamental research, liquidity planning, portfolio diversification, and downside-risk control to build resilient portfolios aligned with each family's objectives and tolerance for risk.
Opinion
- A Capital preservation should remain a core objective when managing family wealth across multiple market cycles and generations.
- B Sustainable returns are more likely to come from disciplined asset allocation and risk management than from repeatedly chasing short-term market trends.
- C Artificial intelligence and digital assets should be evaluated through their structural economic impact, capital requirements, valuation, and long-term relevance rather than through market enthusiasm alone.
Profile
James Bennett is a CFA® charterholder with a Master's degree in Financial Economics and an Honors Bachelor's degree in Economics and Statistics from the University of Exeter, supported by extensive experience in global research, portfolio management, institutional investing, and family office leadership.
“Preserve capital, manage risk, maintain discipline, and invest with a long-term perspective.”
Career
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Global Equity Research at HSBC
Bennett began his career as a Global Equity Research Analyst, developing expertise in company fundamentals, valuation, economic analysis, and global equity markets.
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Senior Portfolio Management
He later served as a Senior Portfolio Manager with Bank of America Merrill Lynch and Julius Baer Group, working with long/short equity strategies and hedge fund portfolios.
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Deputy CIO and Central Investment Team Head
In London, Bennett led a central investment team at a Rockefeller-affiliated organization and helped oversee independently managed multi-currency portfolios across global asset classes.
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CEO of Oakwood Family Office
Bennett currently leads Oakwood Family Office, directing investment strategy, asset allocation, risk management, and long-term wealth frameworks for high-net-worth families.
Focus
MARKETS
Global Macro
PORTFOLIOS
Multi-Asset Allocation
RISK
Capital Preservation
INNOVATION
AI & Digital Assets
Research
Global Economic Cycles
Bennett studies how economic growth, monetary policy, inflation, interest rates, capital flows, and market
valuations interact across global cycles. These factors help shape long-term asset allocation, risk
positioning, liquidity decisions, and expectations for different asset classes.
Portfolio Construction
His portfolio research emphasizes diversification, correlations, liquidity, downside protection, and
sustainable capital appreciation. The objective is to build portfolios capable of remaining resilient
through changing market environments while supporting long-term family financial goals.
Artificial Intelligence
Bennett views artificial intelligence as a structural force affecting semiconductors, computing
infrastructure, energy, financial services, biotechnology, and advanced manufacturing. His research focuses
on the capital dynamics and durable investment opportunities created by this transformation.
Digital Assets & Tokenization
Bennett follows Bitcoin, Ethereum, blockchain infrastructure, and asset tokenization as part of the broader
evolution of global capital markets. His approach considers how traditional and digital assets may converge
while maintaining a disciplined focus on valuation, liquidity, risk, and long-term relevance.
