About uS
Founded in London in 2022, Oakcean Capital was established in response to client demand for bespoke, holistic and independent family wealth advice. Our Multi Family Office, located in the heart of Mayfair, offers clients multiple decades of combined financial industry experience, as well as access to a global network of expert advisors specialising in the private client sector. Oakcean Capital’s primary aim is to devise and deliver tailor-made financial solutions to individuals and families based in the UK and internationally, ensuring we meet their personal wealth aspirations.
80 +
Years of Combined Experience
4
Continents of Professional Vision
100 +
Professional Partners
Meet Our Core Team
J Zhou, CFA, TEP
Founder & CEO
Managing Director with 15 years of top-tier bank experience, having served as Managing Director of Private Banking (Greater China) at Barclays Bank and other investment banking institutions such as JPMorgan, UBS, and CICC. Spanning across prominent financial hubs including London, Hong Kong, Singapore, and Australia, with a professional journey reflecting a wealth of expertise and a global perspective.
J Wu, CFA
Chief Investment Officer
Chief Investment Officer with 15+ years of experience built at BlackRock, Generation Investment Management and Nordea Asset Management. Specialising in investment research for the U.S. and Asian markets, with expertise in consumer goods, technology, and advanced industries. Graduated from Peking University and LBS.
P Herbert
Chief Compliance Officer
Head of Compliance with 20+ years of experience in investment banking, private banking, and retail banking. Previously responsible for executing multiple large-scale global projects at J.P. Morgan, Barclays, and HSBC, covering the full spectrum of banking operations, in the U.S., Australia and Singapore.
A Pimenta
General Manager
General Manager with 20+ years of experience in the financial industry, as a wealth manager and in senior company director roles, gaining extensive expertise across strategic planning, business development, corporate governance, legal and compliance, and financial technology.
L Liu, CFA, FRM
Wealth Manager
Wealth Manager with a degree in Financial Economics from the University of Oxford and fluent in Mandarin. A diverse background with complementary experience, having previously worked in Real Estate Private Equity and China CITIC Bank.
V Li, CFA, CeMAP
Wealth Manager
Wealth Manager with expertise in serving Asian high-net-worth families, particularly clients based in Hong Kong. Holds a Bachelor of Finance with Honours from Durham University and previously worked at HSBC Corporate Bank and Barclays Private Bank. Fluent in Cantonese, he excels at helping clients think strategically about wealth and developing investment strategies tailored to their long-term financial goals.
