Our Business

Fund Products

Invest in high quality assets in Greater China

Oakwise Capital manages several series of funds, including Oakwise Value Series Fund, Oakwise Growth Series Fund and Oakwise Innovation Series Fund, focusing on fixed income, stock and private equity investment respectively.

Separately Managed Account

Personalized comprehensive investment solutions

Oakwise Capital provides a full range of separately managed account financial services tailored for domestic and foreign ultra-high net worth individual or institutional clients. It will give full play to their advantages in professional asset management, global asset allocation and product innovation, and provide personalized comprehensive investment plans.

Family Office

Personalized wealth inheritance management planning

With professional asset management as the core, Oakwise Capital provides one-stop comprehensive wealth planning and management for high net worth families, including family trust, asset management, tax consultation, immigration education, asset inheritance and other services, to help maintain and increase the value of family assets and inherit them from generation to generation.

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.

Cache

Oakwise Capital does not accept responsibility for any interference or damage to your own computer system which arises in connection with your use of this website or any linked website. A cookie is utilized on this website to check whether you have read and agreed to these Terms. The cookie does not contain any personally identifiable information. Unfortunately, if your browser is set up to reject cookies, you will not be able to see the content of this website. All copyrights reserved and its contents including all information, graphics, code, text and design in this website are owned by Oakwise Capital and should not be reproduced or distributed without its permission.

Hyperlink

If you access this website through another website, Oakwise Capital will not assume any legal or other responsibilities for the accuracy of the information provided by those websites.

When you log into our website, certain links may skip to another website. Oakwise Capital has not reviewed any other websites linked to this website, nor does it endorse or assume any responsibility for the services, products or other items provided by those websites.

Privacy Policy

Oakwise Capital Management Limited is committed to maintaining your personal data—that is, information relating to a living individual from whom it is practicable for the identity of the individual to be directly or indirectly ascertained- in accordance with the requirements of the Personal Data (Privacy) Ordinance (Cap 486 of Hong Kong Laws) (the “Ordinance”) and General Data Protection Regulation (GDPR) and will take reasonable steps to ensure that your personal data is kept secure against unauthorized access, loss, disclosure and destruction. Please be aware that this Statement replaces any notice or statement of similar nature issued by Oakwise Capital previously, pursuant to the Ordinance and GDPR.