Strategic Advisory with
Detailed Investment Analysis
Welcome to our comprehensive investment advisory services brochure. We offer tailored fundamental and quantitative analysis for private investors, family offices, corporate treasuries, and institutional investors. Our team of experienced advisors provides in-depth evaluations, customized strategies, and ongoing portfolio analysis to help you navigate the complex investment landscape and achieve your financial goals.
Welcome to Our Premier Investment Advisory Services
At our advisory firm, we specialize in providing comprehensive investment analyses tailored to the unique needs of private investors, family offices, corporate treasuries, and institutional investors. Our team of seasoned advisors, educated at top universities and with experience at bulge bracket banks, brings a wealth of expertise to help you navigate the complexities of the investment landscape.
Our Services
Tailored Analysis
We offer in-depth fundamental analysis, including financial due diligence on private equity projects and hedge funds. Our quantitative analysis includes advanced mathematical modeling, performance backtesting, and volatility control mechanisms.
Investor Services
For private investors, we provide customized strategies, ongoing portfolio analysis, and risk mitigation. Family offices benefit from integrated solutions focused on long-term growth and wealth preservation. Corporate treasuries receive portfolio optimization and tailored strategies aligned with corporate goals.
Institutional Expertise
We offer comprehensive due diligence on hedge funds and private equity, performance benchmarking, stress testing, and objective third-party assessments for institutional investors.
Target Clientele
Private Investors
Tailored Investment Solutions for Individual Success
We provide personalized investment strategies and ongoing portfolio management to help private investors achieve their financial goals. Our comprehensive analyses and expert guidance ensure that your investments are aligned with your unique objectives and risk tolerance.
Family Offices
Comprehensive Wealth Management for Family Legacy
For family offices managing the wealth of private investors, we offer integrated solutions that focus on long-term growth and preservation. Our services include strategic investment planning, risk management, and bespoke portfolio construction to safeguard and enhance family wealth across generations.
Family Businesses
Strategic Growth Solutions for Family Enterprises
We assist family businesses in optimizing their investment strategies to support business expansion and operational efficiency. Our expert team provides tailored solutions to balance growth with stability, ensuring that your family's business interests are well-aligned with your overall investment strategy.
Family Foundations
Dedicated Investment Strategies for Charitable Impact
For family foundations focused on philanthropic efforts, we offer specialized investment solutions that align with your charitable goals. Our services include designing investment portfolios that support your foundation’s mission while ensuring sustainable financial growth and impact.
Our Fee Structure
Basic Advisory Service
Ongoing advisory support tailored to your selected security. Monthly reports and updates keep you informed about market conditions, company performance, and emerging risks or opportunities.
Standard Financial Analysis
A detailed financial analysis to provide insights into a company's financial health, including an evaluation of its financial statements, profitability, and liquidity.
Extended Quantitative Analysis
In-depth quantitative evaluation of financial data and performance metrics, including key indicators, revenue growth trends, and financial scenario modeling.
Comprehensive Valuation Report
A thorough and professional valuation report covering all essential financial aspects, including intrinsic value, industry comparisons, and forward-looking projections.
Meet Our Team
Led by Gideon Ho, Founder of Oxbridge Family Office Limited, Oxbridge Family Office brings 25 years of experience in family offices, wealth management, and investment banking. The team comprises of senior executives, some of them having served as C-suite executives in renowned family offices, investment houses and bulge bracket banks, including Galaxy Entertainment, LG Electronics, JPMorgan, UBS, to name a few.
Stay in Touch
We welcome your inquiries and visits at any time. Whether you have questions about our services or would like to schedule a personal consultation, our professional team will be happy to assist you. You can reach us through various channels, including phone, email, or by visiting our office in person. We look forward to helping you realize your academic dreams and embark on a new chapter in your life.
Visit
TST, Hong Kong
Call
(852) 8120-9428
Browse
www.oxbridge.hk
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