Oakwise Capital 瑞橡资本

About Us

Who We Are

Adhering to the values of integrity, professionalism, prudence and innovation, Oakwise Capital is committed to providing one-stop asset management services for institutional investors and high net worth individuals.

Organizational Chart

瑞橡资本控股有限公司创⽴于2018年,总部位于香港,其后中远海运投资控股有限公司战略入股并开展全⽅位的业务合作。公司目前涵盖股票、债券、私募股权投资等资产管理业务以及家族办公室业务,并在香港、中国内地及新加坡等地设有分支机构。

Oakwise Capital Management Ltd. is an asset management company registered with the Securities and Futures Commission of Hong Kong (SFC). Holding the Type 1, Type 4 and Type 9 licenses issued by SFC, Oakwise Capital Management provides a series of products and services which focus on investing in Greater China, including fund, separated managed account, family office and other services. The investors include renowned state-owned enterprises, city investment enterprises, financial institutions, listed companies, family offices and high net worth individuals.

Oakwise Trust Ltd. is a trust company registered in Hong Kong. Relying on a wide range of professional knowledge and experience, Oakwise Trust provides customized trust solutions for customers, and fully assists customers to achieve the goal of intergenerational inheritance of wealth with honest and trustworthy professional ethics.

Oakwise Capital Management (Singapore) Pte. Ltd. is an asset management company registered with the Singapore Monetary Authority. Together with Oakwise Capital Management and Oakwise Trust, Oakwise Capital (Singapore) provides one-stop asset management solutions for institutional investors and high net worth individuals.

Milestone

2018

Oakwise Capital Management Ltd. was established
Oakwise Capital Holding Ltd. was established

2019

AMU exceeded 400 million
Launched first flagship fund - Enhanced Fixed Income Fund
Obtained SFC license Type 4 and Type 9

2020

AUM exceeded USD 1 billion
Awarded as “Asian Rising Star” by Asia Asset Management

2021

AUM exceeded USD 2 billion
Oakwise Capital Management (Singapore) Pte. Ltd. was established
Oakwise Trust Ltd. was established
Awarded as "Hong Kong Credit Focus-Outstanding Achiever" , the fund manager was awarded as "Hong Kong Fixed Income- Manager of the Year" by Benchmark.

2022

Obtained SFC license Type 1

Disclaimer

Oakwise Capital Management Limited (“Oakwise Capital”) is licensed with the Securities and Futures Commission of Hong Kong (the “SFC”) for Type 4 and 9 regulated activities in Hong Kong. This website provides information about Oakwise Capital and its services and products. This website is not directed to any person in any jurisdiction where doing so would contravene any laws or regulations. If you proceed to visit this website, it will be considered that you have acknowledged and ensured that you are permitted to access and use the information in this website by local laws and rules of the place where you are residing (“Qualified User”), as well as that you have read and understood the disclaimer, which you have accepted and agreed with.

Information provided on this website is for reference only. The information on this website is not intended to constitute an offer, solicitation of an offer, to purchase or sell any product, fund or investment advice by Oakwise Capital. Investment involves risk. Past performance is not indicative of future result of an investment. The value of an investment may fall as well as rise and may become valueless. For more information, please read the related documents, especially about the nature and risk of the fund.

Oakwise Capital may post new information from time to time without prior notice, and it does not assume any obligation to update or correct any information and explicitly disclaims any duty to do so. The actual results may be different from the expectations.

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