Oakmere Capital Pty Ltd · AFSL 700073

Disciplined Capital. Enduring Value.

An Australian financial services licensee focused on disciplined investment structures, fixed income strategies and selected real asset opportunities for wholesale investors.

Governance-ledRisk-adjustedWholesale-focusedOwner-led
01 / Oakmere

Corporate platform

An owner-led Australian investment platform built for disciplined capital allocation.

Oakmere is being developed around strong governance, clear accountability and long-term investor alignment. Its first focus is wholesale fixed income, with a future strategic direction in selected hotel real assets.

Current focus

Wholesale fixed income

Disciplined credit and liquidity analysis across Australian government bonds, bank bonds, corporate bonds and money market securities.

Platform role

Trustee and governance

A proposed trustee platform with documented oversight, Responsible Manager input, compliance monitoring and investment approval controls.

Strategic direction

Hotel real assets

A developing capability for selected hotel assets where operating cash flow, repositioning and exit pathways can be assessed with discipline.

01

Capital discipline

Allocation begins with risk, liquidity and downside assessment before return objectives are considered.

02

Selective deployment

Oakmere favours quality, concentration control and clear underwriting over broad thematic exposure.

03

Long-term alignment

Structures are designed around governance, transparency and wholesale investor suitability.

02 / Approach

Investment discipline

Risk assessment, governance and monitoring before allocation.

The approach separates current fixed-income analysis from future hotel asset underwriting. Each strategy has different liquidity, valuation, operating and risk characteristics.

  1. Opportunity identification and initial screening
  2. Credit, fundamental and asset-level analysis
  3. Downside, liquidity and scenario assessment
  4. Investment approval and governance review
  5. Portfolio construction and concentration controls
  6. Ongoing monitoring and reporting
03 / Proposed fund
Fund in Development

Oakmere 1st Income Fund

The proposed fund is expected to be a wholesale fixed-income strategy focused primarily on a diversified portfolio of Australian government bonds, corporate and bank bonds, money market securities and other investment-grade fixed-income products.

Non-binding expression of interest

Contact our investor enquiries team with your name, organisation, investor type and enquiry.

Email an enquiry
04 / Hotel investment
Strategic Direction

Selective hotel investment capability under development.

Oakmere is developing a specialist investment capability focused on selected small to mid-sized hotel properties in Australian cities and surrounding commercial nodes.

Stable Cash FlowAsset RepositioningOperational ImprovementBrand ConversionMargin DisciplineCredible Exit Options
05 / Governance

AFSL and controls

Governance architecture for wholesale investment activity.

Licence information is presented factually. The website does not state or imply ASIC endorsement of Oakmere, the Fund, investment products or investment performance.

Wholesale-client limitation
Board and trustee oversight
Responsible Manager framework
Compliance and risk monitoring
Conflicts of interest controls
Related-party transaction review
Valuation and unit-pricing oversight
AML/CTF and KYC
Investor reporting
Complaints and privacy
Website content approval
Seven-year version retention
06 / People

Leadership

Experienced, accountable and deliberately lean.

WX

Wei Xiong

Managing Director and Sole Director

Private capital, investment management, corporate development and operating business experience, with particular focus on commercial performance, asset-level cash flow, hotel investment and execution risk.

QL

Qinqin "Chelsea" Liu

Responsible Manager

Commercial finance, structured lending, asset-backed transactions and regulatory compliance experience across tailored funding, property finance, KYC, AML/CTF and AFSL governance.

JC

Jose Carlos Banares Wen

Fixed Income Investment Specialist / Adviser

Fixed income and fund trading specialist with experience in Asian credit markets, institutional bond execution, hedging, liquidity monitoring and Python-supported portfolio analytics.

07 / Insights

Editorial pipeline

Selective, approval-led commentary.

Fixed Income

Credit quality before yield: a disciplined framework for wholesale fixed-income allocation

Last updated July 2026

Portfolio Construction

Liquidity, concentration and downside scenarios in fund development

Last updated July 2026

Hotel and Real Assets

Assessing hotel opportunities through cash flow, operations and exit pathways

Last updated July 2026

08 / Contact

Enquiry routing

Direct enquiries to the appropriate Oakmere inbox.

Suite 14, 18 Aquitania Way, Docklands VIC 3008 · +61 433 127 166