Asset Allocation
资产配置
Multi-asset, multi-currency and multi-horizon portfolio frameworks aligned with client objectives and risk tolerance.
Asset Management & Wealth Solutions
Oscar Oliver Capital Ltd
Intelligent capital for long-term value creation.
Melbourne-based capital, investment management and private wealth capability for high-net-worth clients, family offices, professional investors and institutions.
Portfolio Discipline
01
Research
02
Risk
03
Execution
04
Review
以研究为起点，以风险管理为边界，以长期价值为目标。
Location
Melbourne, Victoria, Australia
Entity
Australian Public Company
Details
ABN 93 623 948 998 | ACN 623 948 998
About Oscar Oliver Capital
A disciplined capital partner for long-term wealth objectives.
Oscar Oliver Capital Ltd combines asset management, investment banking and private wealth services to connect capital, projects and professional resources across Australia and Asia.
The firm supports client decision-making through multi-asset allocation, investment research, risk management, portfolio execution and clear reporting.
High-net-worth clients
Family offices
Professional investors
Institutional clients
Capabilities | 专业能力
Supported by research, product, risk and client service capability.
Research and Due Diligence
研究与尽调
Assessment across macro conditions, sector cycles, asset quality, transaction structure, fees, liquidity and exit pathways.
Product Management
产品管理
Selection and monitoring of public market, private market and real asset strategies with clear disclosure discipline.
Compliance and Risk
合规风控
Governance, approvals, ongoing monitoring and risk alert mechanisms designed to support prudent decision-making.
Cross-Professional Coordination
跨专业协调
Coordination with legal, tax, audit, valuation, migration, education and property specialists where required.
Solutions | 投资解决方案
From allocation to execution.
The investment platform covers traditional and alternative assets, with emphasis on the balance between liquidity, return objectives and risk management.
Fixed Income Strategies
固定收益策略
Bonds, notes, private credit and cash management tools for income, liquidity and portfolio defence.
Equity and Multi-Asset
权益与多资产策略
Global equities, funds, ETFs and managed accounts positioned for long-term growth and sector opportunity.
Real Assets
房地产与实物资产
Income-oriented property, infrastructure and other tangible assets with cash-flow foundations.
Private Markets
私募市场策略
Private equity, co-investment, project finance and special opportunity investment pathways.
Trustee and Responsible Entity Support
责任实体与信托服务
Governance, operations, service-provider coordination and continuing compliance support under applicable appointments.
Corporate Advisory
企业咨询与资本市场
Capital raising, M&A, restructuring, listing preparation, project evaluation and strategic transaction support.
Process | 投资管理流程
Clear process turns complex markets into executable decisions.
01
Understand
目标、期限、现金流、风险承受能力与约束条件
02
Design Strategy
资产配置、投资范围、流动性和风险预算
03
Due Diligence
管理人、资产质量、费用、结构和退出路径
04
Execute
交易安排、文件流程、托管和报告设置
05
Review
表现归因、风险监控、再平衡和客户会议
Risk Management | 风险管理
Wealth protection is built on boundaries, supervision and transparency.
Diversification
Asset class, geography, currency, duration and manager diversification to reduce concentration risk.
Ongoing Monitoring
Portfolio risk, liquidity, credit quality, market volatility and structural risk are reviewed through the investment lifecycle.
Privacy and Discretion
Client information is handled with a private, professional and disciplined communication approach.
Clear Reporting
Regular reporting and review meetings help clients understand portfolio changes and the reasons behind them.
Private Wealth | 家族办公室
Integrated support for families, business owners and cross-border objectives.
Family investment management
家族财富投资管理
Legal and compliance coordination
法律与合规协调
Tax, audit and valuation resources
税务审计与估值
Lifestyle and business services
生活与商务服务
Work With Oscar Oliver Capital
Build a more ordered capital arrangement for investment, enterprise and family wealth.
We value long-term relationships, information security and disciplined execution.
info@oscarolivercapital.com
Send an EnquiryMelbourne, Victoria, Australia
ABN 93 623 948 998 | ACN 623 948 998 | AFSL No. 506982