WEALTH MANAGEMENT

The impressive investment returns consistently achieved by Oak Stone Limited
are the result of the painstaking development and evolution of our core strategy
over many years and, as you would expect, it shapes the foundation
for our strategic investment decisions.

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Our Heritage

As a global asset manager, Oak Stone Limited Investment Managers believes that investment can make tomorrow a better placeRead more 

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Wealth Management

At Oak Stone Limited, we recognize that the circumstances of our clients are continually evolving. An asset allocation strategy thatRead more  
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Institutional Services

Oak Stone Limited research is fully comprehensive and unbiased. Moreover, we build and nurture strategic and organizationsRead more  

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Your Experienced & Dependable
Wealth Management Partner

Our investment process is structured to build and preserve your wealth over the long term, and to consistently outperform the average. Your investment manager will work closely with you to define your priorities, expectations and appetite for risk.

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Why Choose Oak Stone Limited

Assets Under Management

Oak Stone Limited effectively manages over $5.38 billion of assets under management.

Active Trading Clients

We have over a decade of experience working for private retail clients & corporate institutions.

Oak Stone Employees

We provide our clients with the highest caliber of staff that are seasoned professionals in the financial markets.

Since Incorporated

Our company was founded in 2014 & our goal is straightforward; managing your funds for a comfortable and stable future.

Recent News

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Oak Stone Limited Says Relay Therapeutics IPO Soars In Trading Debut

Respected financial management company Oak Stone Limited has said that SoftBank-backed oncology drug manufacturer, Relay Therapeutics Inc., soared 75% in its trading debut after the company expanded its initial public…
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Oak Stone Limited Reports On Google Investing $4.5 Billion For 7.7% Stake In Reliance-Owned Jio Platforms

Taipei-based financial management company Oak Stone Limited has reported that Alphabet Inc’s Google will buy a 7.7% stake in Reliance Industries digital unit, Jio Platforms, for $4.5 billion, securing the…
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Oak Stone Limited Reports On SMIC IPO Which Rallied Over 202% On its Debut

Taipei-based financial management company Oak Stone Limited has reported that Semiconductor Manufacturing International Corp. soared over 200% during its Shanghai debut after a stock offering that is set to be…