About us
Company Profile
OAK+ Private Office is a UK-based wealth and identity planning consultancy catering to high-net-worth families, professionals, and emerging elites. We are committed to providing global clients with one-stop, professional, and customized financial implementation services, ranging from identity planning, bank account opening, tax optimization, to wealth allocation and family in heritance, to assist clients in achieving stable establishment and long-term development in the UK.
OAK+ originates from a family office background, integrating "family office-level" service standards with a deep understanding of the needs of Chinese clients, providing local service solutions that are not only compliant and practical, but also closer to cultural contexts.
50 +
Over 50 years of financial experience
4
Professional perspectives from 4 continents
40 +
More than 40 top cooperating institutions
Our team
Provide local service solutions that are compliant, practical, and closely aligned with cultural contexts.
Vincent L.
5Master of Financial Economics, Oxford University
Experience with UK boutique real estate private equity firms and CITIC Bank. Having 3 years of entrepreneurial experience, possessing business sensitivity, innovative thinking, and practical experience
Kenny W.
Master's degree from the London School of Economics (LSE), top private internship experience from JP Morgan, LGT, and others
Having rich experience and connections in the financial and asset management industries, helping many young people complete their career and succession planning in the UK
Laura L.
Master of Financial Economics, Oxford University
Experience with UK boutique real estate private equity firms and CITIC Bank. Having 3 years of entrepreneurial experience, possessing business sensitivity, innovative thinking, and practical experience
Paul H.
Over 20 years of experience in investment banking, private banking, and retail banking
Responsible for executing multiple large-scale global projects for J.P. Morgan, Barclays, and HSBC
Joyce Z.
5+years of experience working in top foreign banks, successively serving in the investment banking departments of JP Morgan, UBS, and CICC of China International Capital Corporation
Former President of Barclays Private Bank Greater China