About Us
Who We Are
Expertise You Can Trust
Our Philosophy
Oakshield Capital is an investment advisory and wealth management company that is privately held by Swiss-based families. Our team of dedicated investment professionals and strategic business partners bring a diverse spectrum of skills and expertise acquired through decades of experience.
Our Philosophy
Expertise You Can Trust
Our Philosophy
At the heart of our philosophy is a profound understanding that every investor possesses distinctive financial goals and faces unique challenges. Our mission is to craft tailored wealth management strategies that not only preserve and grow your assets but also align with your aspirations.
Expertise You Can Trust
Expertise You Can Trust
Expertise You Can Trust
At Oakshield we pride ourselves with a commitment to excellence and a passion for personalised service. We redefine wealth management, tailoring innovative strategies to empower our clients and navigate the ever-evolving financial landscape with precision.
Our Solutions
Investment Advisory Solutions
At Oakshield Capital, we combine our tailored investment capabilities with holistic wealth planning to support the long-term financial success of our clients. Through bespoke portfolio strategies responsive to both your goals and market dynamics, we strive to optimise growth while managing risk. We also deliver comprehensive support, encompassing tax-efficient structuring, preservation planning, and intergenerational wealth transfer to help you not only expand your assets but also protect and sustain them for future generations.
Private Banking Solutions
We provide access to select Swiss private banks, offering a spectrum of sophisticated banking solutions. Our banking partners can offer various leverage and financing solutions, currency hedging, access to secure storage for physical banknotes, gold, and other precious metals, booking and consolidation of open and closed-end funds, as well as other banking solutions. Our strategic alliances with these top-tier Swiss private banks underlines our commitment to delivering unparalleled financial services and tailored solutions to meet every need of our clientele.
US Clients
We have partnered with a Swiss-domiciled, fully licensed SEC registered investment advisor to continue to provide unparalleled financial services tailored to US clients' needs. Through our strategic partner, we can offer US clients exclusive access to several Swiss private banks. This gives US clients the opportunity to diversify part of their asset base outside of the US financial system. US clients can continue utilise Switzerland as a safe haven to mitigate political, banking, and other associated risks, whilst still maintaining access to various investment options.
