63/66 Hatton Garden

Fifth Floor, Suite 23

London

EC1N 8LE

United Kingdom

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+44 (0) 203 633 6961

​Willow Oak Advisory is unable to provide any services to residents/citizens of the United States, Japan, South Korea, Cuba, Iran, North Korea, Libya, Somalia, Syria, Sudan, Myanmar, Yemen, or any other restricted country due sanctions or regulations imposed that may not be mentioned in this list. You must be at least 18 years old and legally eligible to participate in any offering from Willow Oak as well as any additional local laws of the country you reside in and any global bank sanctions. Willow Oak Advisory is not regulated by the Financial Conduct Authority. In accordance with the Financial Services and Markets Act 2000, Willow Oak Advisory does not provide any financial or investment advice. Willow Oak Advisory does not handle any deposits or client funds.

WILLOW OAK

ADVISORY

Willow Oak Advisory are specialists in trend following and seasonal trading. Established in 2013 as a private portfolio before going public in 2015, its mission was simple – To beat all market benchmarks using a systematic, quantitatively driven approach which doesn't bear undue risk to the portfolio.

THE PILLARS

OF SUCCESS

Willow Oak Advisory and the Ubique Portfolio are built upon three distinct pillars which together offer a solid long term investment plan.

BEAUTY

STRATEGY

If you can't explain it simply, you don't understand it well enough.

Albert Einstein

The strategies which make up the portfolio are built upon elegant, time proven methodologies which are stripped of complexity and over engineering resulting in a long term, trend following approach across a range of assets and instruments.

WISDOM

RISK MANAGEMENT

All of life is the management of risk, not its elimination.

Walter Wriston

Correct risk management is at the core of any investment strategy. Strong risk management can turn a fair strategy into a great one. Managing exposure and reward is more important than the strategy itself and which we invest heavily in.

STRENGTH

PSYCHOLOGY

Whether you think you can, or think you cannot, you’re right

Henry Ford

Even with a great strategy and correct money management, the human element can still undo all that good work. This is why we look to mechanise and automate as many processes as possible, as to cut out the psychological factor.

HOW TO START A HEDGE FUND

PODCAST

Interested in seeing what it takes to go from nothing to creating a Hedge Fund, then subscribe to our monthly Podcast Series where we attempt to do just that.

PARTNERSHIP

PROGRAM

Part of Willow Oak Advisory's success has been from the partnerships it has formed over the years. Could you be the next one?

RECOMMENDED READING

Interested in learning more about how technical analysis works, or how to build and test systematic strategies? At request, we have put together a non-exhaustive list of books which we feel cuts through the crap and gives genuine insight into how the markets operate.

LATEST

NEWS

If you wish to be kept up-to-date with what Willow Oak is doing, simply fill in the form and you will be added to our monthly update email.

STAY

CONNECTED

WILLOW OAK

FOUNDATION

Here at Willow Oak Advisory, we believe we have a duty to help the world around us. This is why as a business, each year we donate 10% of our net profits to causes we believe are worthy.