WELCOME TO Oaktreewave
We are a leading global investment solutions partner, dedicated to improving people's financial security through the world of socially responsible investments
Established in 2013 as an asset management firm, Oaktreewave offers wealth creation opportunities through a unique blend of traditional asset management and alternative investment services. We enable businesses to thrive, and help our clients to maximize their returns and realise their most important goals. For over two decades, we have built a firm uniquely equipped to achieve these objectives and our reputation for quality research, investment expertise and value-added services has endeared us to clients both locally and internationally.
Throughout our history, we have strategically positioned ourselves to take advantage of growth opportunities within America, Europe, Asia and major international markets on behalf of our clients. Our disciplined and consistent approach to investment management has helped us not only to maintain long-term relationships with our clients, but also to continue to attract and retain good people.
At Oaktreewave, our people are our most valued asset. The quality of our people is the cornerstone of our ability to serve our clients. For this reason, we invest significantly in identifying exceptional people, developing their skills, and creating an environment that fosters their growth as leaders. We encourage entrepreneurship and innovation at all levels because we believe they are key to developing good quality and committed professionals.
We review, analyze and establish your current financial position, risk tolerance, investment objectives, and time horizon, with a view to developing an appropriate profile. In implementing the investment strategy, our key consideration is to minimize risk without jeopardizing returns.
Our mission is driven by the possibility of the future; How things could be. It inspires us and keeps us focused on what really counts, working together to transform goals into reality. Our purpose is to help more and more people experience financial well-being through the services we offer. We are dedicated to helping our clients, employees, shareholders and communities achieve financial security, financial mobility and financial freedom.
Our value is measured by the degree of positive change we bring about. We strive to make a difference to the people who believe in us ‐ our clients, our shareholders, our business partners, our staff. Honesty, trust and integrity are at the heart of everything we say and do. We keep our promises.
Our success rests on two inter‐dependent factors – proximity to our clients and the marketplace – and close understanding of both our clients and the marketplace’s needs and aspirations and the challenges of fulfilling both.
Whether you’re looking to invest for your next big adventure, a deposit for a house or simply looking for an investment plan that can give you a regular income to cover day-to-day living expenses, Oaktreewave does what is right for you and your money. On the least package, our investing principles can increase returns by 15% monthly aside the Fundamental trade specials, when compared to the typical investor.
Our approach to asset allocation and diversification is based on one simple insight. No one investment style always outperforms. No single fund manager is great at everything. History repeats this story time and time again.
This insight informs our diversified approach. Our expertise extends well beyond conventional trading strategies, with extensive expertise in unconventional asset classes including precious metals and cryptocurrencies—over 18,000 asset categories in total.
We draw on this expertise to design an asset allocation, stress-testing across 5,000+ possible scenarios to help ensure it offers the highest likelihood of reaching your goals.
Our disciplined approach to building portfolios allows us to analyze the entire investment universe and find what we believe will lead markets moving forward. We believe investing across the globe not only opens you up to new, rewarding investment opportunities but it can also mitigate risk.
A stock (also known as equity) is a security that represents the ownership of a fraction of a corporation. This entitles the owner of the stock to a proportion of the corporation’s assets and profits equal to how much stock they own. Units of stock are called "shares."
Stocks are bought and sold predominantly on stock exchanges, though there can be private sales as well, and they are the foundation of nearly every portfolio. If you are young and saving for a long-term goal such as retirement, you may want to hold more stocks than bonds. Investors nearing or in retirement may want to hold more bonds than stocks.
At Oaktreewave we aim to offset the risk of our stock holdings by investing in a number of different stocks. Investing in other kinds of assets that are not stocks, such as real estate, is another way to offset some of the risks of owning stocks.
Real Estate is property consisting of land and the buildings on it, along with its natural resources such as crops, minerals or water; immovable property of this nature; an interest vested in this (also) an item of real property, (more generally) buildings or housing in general.
Oaktreewave acquires and manages Luxury Real Estate properties with a focus on both near-term income generation and long-term value creation. We ventured into Luxury Real Estate to provide everyday our investors access to the institutional-grade real estate deals that are normally reserved for only the largest investors.
Cryptocurrency is a kind of digital electronic-only currency that is intended to act as a medium of exchange. It has become a hot property in the last few years in particular, as dollars flew into the asset, pushing up prices and drawing even more traders to the action.
One of the most common forms of digital currency is the Bitcoin which was released in 2009. It's initial price was set at less than 1 cent as at 2010 but soared to around $30,000 at the start of 2021. While it is still to experience its boom phase, it has quickly become a popular way of trading for many.
We believe that digital currencies will revolutionize our legacy economic, political, and social systems. With that transformation comes a meaningful generational shift in how institutions and individuals approach investing. That’s where Oaktreewave comes in.
The Forex (Foreign Exchange) Market is where currencies are traded. Currencies are important because they allow us to purchase goods and services locally and across borders. International currencies need to be exchanged to conduct foreign trade and business.
An interesting aspect of world Forex Markets is that there are no physical buildings that function as trading venues for the markets. Instead, it is a series of connections made through trading terminals and computer networks. Participants in this market are institutions, investment banks, commercial banks, and retail investors.
It is the largest market in the world with average daily trading volumes exceeding trillions of dollars.
Precious metals are metals that are rare and have a high economic value, due to various factors, including their scarcity, use in industrial processes, and role throughout history as a store of value. The most popular precious metals with investors are gold, platinum, and silver.
They were historically used as the basis for money, but today are traded mainly as a portfolio diversifier and hedge against inflation. Traders and investors can buy precious metals through several mechanisms, including owning physical bullion or coin, derivatives markets, or precious metals ETFs.
It is the largest market in the world with average daily trading volumes exceeding trillions of dollars.