Founded in 2009, 1OAK Capital is a London headquartered asset manager specialised in quantitative liquid alternative programs across asset classes for institutional clients and family offices, also holding a presence in Dubai and Rome. The experienced team of investment professionals have backgrounds in asset management, risk management, investment banking and wealth advisory. Since 2009 1OAK Capital has been managing a number of portfolios across asset classes for Institutional Investors and Family Offices.
1OAK SUMMARY
- London based asset manager
- FCA regulated
- Offices in London, Italy and Dubai
- 17 investment professionals
- 5 strong fund management team
- Focus on
- Investor solutions
- Efficient portfolio management
- Portfolio optimisation
Multi-Asset Team
Giles Rothwell
President
Giles is the President and founder of 1OAK. Previously Giles was Global Head of Sales for structured products to retail and private banking at JP Morgan London and Global Head of Investor Solutions at Barclays Capital London. Prior to this he ran Equity Index and Exotic trading at BZW and co-founded the Specialised Derivatives Group at HSBC London.
Giovanni Bonaccorso
CEO
Giovanni is the CEO and founder of 1OAK. Previously Giovanni was Head of European distribution, origination and innovation of alternative products for the PIPG team at Goldman Sachs in London. Prior to GS he held the same position at Barclays Capital in London under the supervision of Giles. Prior to Barclays, he had a similar role at CSFB and BoNY-Susquehanna for the Southern European derivatives team.
Dr Yun Sun
Head Of Portfolio Management And Research, 8+ Years Relevant Experience
Yun is responsible for portfolio management, execution and quantitative research. Prior to joining 1OAK, Yun was in charge of Portfolio Management for the Global Equity Index funds, Exchange traded commodity and Multi-asset fund of fund at Deutsche Asset Management. He had similar roles at FINEX Capital for Emerging Markets and Cross Asset Portfolios, at Macquarie trading Global Equity Products and at Morgan Stanley in the Technology and R&D units. Yun holds a BA in Engineering from Tsinghua University in Beijing and a Doctorate in Computer Science & Mathematics from the Queen Mary University, London. Yun was the award winner of American Math Contest in modelling in 2003 and 2004 and the first prize winner of China’s National Math Olympiads in 1998 and 1999.
Dr Peter Konidaris
Chief Risk Officer, 15+ Years Relevant Experience
Peter is responsible for risk management and operational technology infrastructure for 1OAK’s Asset Management unit. Prior to joining 1OAK, Peter was in charge of the operational development within Oxford & Cambridge IM equity market neutral fund since October 2003. Peter spent 10 years at Unilever building-up and running one of the two Global Intelligence units and working in Unilever’s R&D Programme Management. Peter completed a BA, MA, and a Doctorate from the University of Oxford.
David Stuff
Managing Director, 25 Years Relevant Experience
David is responsible for development and distribution of the 1OAK Multi Asset Fund. Prior to that David had over two decades of experience in investment banking, developing investor solutions and innovative products. Previously David was the founder and managing partner of Levendi Investment Management. Prior to Levendi David was at J.P. Morgan, Barclays Capital (together with the 1OAK Founders Giles Rothwell, President and Giovanni Bonaccorso CEO) and Barclays Wealth and RBS. David has a degree in economics from the University of Birmingham.
John Trieste
Systematic Portfolio Manager
John is responsible for portfolio management of the firm’s quant strategies. Prior to joining 1OAK in 2017, John pursued a Master’s Degree in Finance with Merit from Imperial College London. He is also Visiting Scholar at Manhattan College, Department of Economics and Finance, where he co-Authored the paper “An Analysis of the Impact of Monetary Policy on Mortgage Yields”, currently accepted for publication by Journal of Real Estate Research. John graduated Valedictorian in 2016 from Manhattan College with a BSc in Economics and Finance.
Andrea Grillo
Head Of Investor Solutions
Andrea has been responsible for sales, structuring and investor solutions at 1OAK since 2015. Prior to that, Andrea was Head of Commodity Investor Sales and Structuring for Europe at JPMorgan since 2009, and before that he held similar roles across asset classes at Goldman Sachs, Dresdner Bank and UBS. Andrea has a Master’s Degree in Chemical Engineering from Imperial College, London and a Master’s Degree in Management and Economics from SDA Bocconi, Milan.
Naomi Rothwell
Analyst
Joining the team in July 2020, Naomi a holds a bachelor’s degree in Business from the University of Nottingham and is responsible for advisor support and marketing.
Partners
Asset allocation is based on the model portfolio provided by Blackrock, the world's largest asset manager, with $7.3 trillion in AUM as of Q2 2020. Blackrock operates globally with 70 offices in 30 countries and clients in 100 countries.
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The fund uses the UBS platform to buy and sell assets, reducing trading costs and improving efficiency. The UBS platform has £25bn AUM across 350 portfolios for over 150 Investment managers