UK Wealth Steward Service
New Generation · Professional Guidance Plan
As more and more high net worth families send their children to the UK for further education, education is no longer just a pathway to obtaining diplomas, but also a starting point for moving towards an international perspective, identity planning, and asset allocation
Why do "new second-generation immigrants" need professional companionship in the UK?
As more and more high-net-worth families send their children to the UK for further studies, education is no longer just a pathway to obtaining a diploma, but also a starting point for gaining an international perspective, identity planning, and asset allocation
Information, one step behind the starting point
Just started school, but didn't know that job hunting had already begun before the semester even began? Without overseas work experience and missing the critical time window, it's hard to make a strong push in job hunting.
From "being able to spend money" to "being able to manage money"
When starting to deal with family asset allocation, they lack financial literacy training and do not know how to manage and use funds reasonably.
I want to stay in the UK, but I can't take the "first step"
Permanent residency, home purchase loans, investment account opening, and tax planning - are all "black boxes"? Without systematic planning and a long-term perspective, achieving a UK residency may seem out of reach.
Bank transfers are difficult, hindering daily life
Did you ever experience a situation where you transferred tuition and living expenses, only to find your card locked due to bank closure?
Service Highlights
Provide local service solutions that are compliant, practical, and closely aligned with cultural contexts.
One stop landing
Financial internship, financial intelligence training, UK landing support for multi-dimensional full coverage
Direct connection of Chinese and British resources
Chinese English bilingual team, deeply cultivating the Chinese English circle and connecting with mainstream professional resources in London
Home office level standard
OAK+is not just a one-time landing assistance, but a long-term professional companionship during critical periods of life
Family Responsibility
Parallel education and planning, truly assisting family inheritance
One-stop service
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Financial Practice
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Financial Aid
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Studying in the UK affairs
Insight week internship at a local boutique asset management company in London -1 time
Can provide internship proof and recommendation letter
Opening an overseas investment account
Practical operation of portfolio construction
Offline/Online Financial Business School (popular science on financial tools, introduction to investment accounts, cash flow planning, etc.) -4 sessions
UK Bank Transfer Management (Material Pre review, Remote Accompaniment)
Career Planning Analysis
Sorting out UK identity planning
Tax planning plan
NI Number Application (National Insurance Number)
Renting/buying a house landing plan
Private consultant professional team docking (immigration consultant, real estate agent, job seeking counseling, lawyer, tax consultant, etc.)
CASE STUDY
Emily | Second year English undergraduate student
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Pain Point
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Service Plan
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Achievement
Missing Spring Week application due to poor information, losing the opportunity to intern at a large company
I don't know how to build a 'study abroad path': internships, visas, and identity planning are all blank spaces
Consumer freedom but lack of financial intelligence, family members worry about the efficiency of fund utilization
Transferring tuition and living expenses is often blocked by banks, and account management is chaotic
Develop a "3-year roadmap for studying in the UK": clarify the pace of job seeking, identity path, and timing of real estate purchase
Arrange an internship at Insight Week, a boutique financial company in London, to fill in the gaps in the background. Through courses at the School of Finance and Business, introduce to wealth management and asset allocation
Assist in bank account management, improve fund utilization efficiency and compliance
Clear plan for the next 3 years, clear path for studying in the UK
Thanks to my local internship experience in the UK, I successfully secured a summer internship at the target company
Streamline financial logic, increase parental support and trust, and gradually begin to be responsible for the preliminary research of family investment decisions
