46 Priory Queensway,Birmingham, B4 7LR

About Capital Oak Limited

Capital Oak Limited is a multi asset investment firm that focuses on systematic investing and unique opportunities. Our entrepreneurial spirit and drive to innovate propel our success in complex and competitive markets. Through attentive asset management and investment services we offer our clients the wealth preservation and passive income generation they seek for long-term financial stability.

Capital oak limited has been operating in Europe and America since 2008,until it was launched globally in 2011 making our investment programs available for investors all over the world.


Capital Oak Philosophy

Capital Oak's philosophy of investing in people — its employees, partners and business associates – has helped it achieve significant growth over the life of the company. Cultivating lasting and solid relationships with investors has established Capital Oak’s position in its markets.

Capital Oak vigilantly maintains and grows a pipeline of new investment and development opportunities. We identify target assets both digital and fixed through careful market analysis, ensuring that whatever we’re looking at buying will be at the best interest of our investors.

Why Choose Capital Oak Limited?

Our experience shows that firms of all shapes and sizes continue to face basic business risks and increasing regulatory demands. Investors and investment managers need to be cognizant of operational risks in order to effectively manage them and meet their regulatory duties.

Operational risk consulting: Investment manager operational due diligence and investment manager operational infrastructure optimisation.

Custody consulting:Custodian selection, fee and capabilities bench marking and asset safety reviews.Transaction/execution cost and efficiency consulting: Investment manager transitions support and transition manager selection.

Expert team with highly specialized backgrounds:
Our team has vast experience globally. We conduct hundreds of projects annually, and have covered over $200 million in invested assets over the past 8 years. This provides us with a keen insight into industry best practices.

Extensive knowledge of industry best practices:
Our approach is to provide our clients with access to individuals with extensive professional experience in custody, operations, transitions, risk management and investment administration.

Global reach
As a global team (500+), we use our local knowledge to benefit clients who invest.

Security: Capital Oak deploys strong browser encryption and regularly updated maleware. We also store all data on our servers on secure facilities and implement systematic processes and procedures for assessing and securing data.

Capital Oak Limited Advantages

  • We help our clients reduce risk and costs as well as potentially improve returns through better control and management of the activities associated with holding, trading, and servicing investment portfolios
  • Dedicated specialists focused solely on governance, service provider, investment operations and execution risk
  • We are not generalists. Investment operations and execution risks are our sole focus.
  • We assess the structure and controls surrounding investment operations and transactions, asset administration and key service provider relationships.

  • Note: Potential Clients and partners leave us a message containing your contact information and a professional will be assigned to you immediately. For New Clients Please Be advised that the investment is in USD or its equivalent in any currency.

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    This website is operated and maintained by Capital Oak Limited, a UK Companies House Registered Investment Advisor. Terms & Legal Privacy Policy Trademark. How Capital Oak Limited calculates "better returns". Unless otherwise specified, all return figures shown above are for illustrative purposes only, and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market circumstances.