AOC Investment Advisors

Connecting passionate investors to investments of passion. A specialized alternative asset management firm servicing the demand for holistic wealth management.

  • Stage Full Product Ready
  • Industry Financial Services
  • Location London, United Kingdom
  • Currency USD
  • Founded May 2013
  • Employees 1
  • Website wineassetmanagement.com

Company Summary

AOC Investment Advisors connects passionate investors to investments of passion. AOC is a wealth management platform for specialized alternative assets, focusing initially on fine wine. AOC provides advisory, vintage management and research to individuals, wealth managers, collectors, trusts and estates. AOC also acts as an asset gathering conduit by offering wealth managers and related parties a holistic approach to managing client's assets.

Team

  • Jennifer Williams-Bulkeley
    Managing Partner

    20 years of investment experience as both a portfolio manager and sell-side research analyst in London and the US. Managed equity and debt portfolios and wrote research on the market for alternative asset managers. An Associate Member of the Institute of Wines and Spirits (AIWS) and a graduate of the Wine and Spirit Education Trust (WSET) Diploma Program, one of the top accreditations in the wine trade.

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