Oak is a corporate service, private client and fund administration business, formed in 1999 and headquartered in Guernsey with offices in the Isle of Man, Jersey and Mauritius.  

Oak Group has over 200 employees across 4 jurisdictions, clients in more than 50 countries, and over £18.7 billion assets under administration. Providing bespoke financial solutions, Oak is standing out in a crowded marketplace to deliver wealth management tailored to your unique financial needs. 

👪 Private Clients -  Leveraging our extensive experience in family wealth management, our director-led, private client team is compromised of highly qualified professionals who are focused on meeting the expectations of high net worth individuals. Our bespoke solutions are tailored to your unique needs – whether it’s a family trust, private trust company, corporate entity or fund– it's always designed to meet the needs of you and your family members. 

💼 Corporate Services - Our team have significant experience and credentials supporting a broad range of corporate customers from SME’s to multinationals. Our professionally qualified people offer solutions suitable for a diverse and global clientele. 

📈 Fund Administration - Our specialist fund administration team offers the strength and depth of expertise needed to deliver prompt, proactive and considered administration services to our clients and their investors. We have considerable experience providing fund services, including financial reporting, listed fund services and corporate governance as well as the support necessary to establish and administer investment structures for clients. 

Business Development

Enterprise Software

Investment Management

Trading & Exchanges

Venture Capital

Oak Group

Oak Group's headquarters in Guernsey, United Kingdom

This department focuses on managing client relationships and overseeing remediation projects to ensure customer satisfaction and successful project outcomes.

Client Solutions

This department manages client financial records, ensures accurate reporting, and oversees accounting practices related to client accounts.

Client Accounting

This department focuses on managing trust services and corporate governance.

Trust and Corporate

The Management and Project Coordination team at Oak Group is responsible for overseeing and streamlining the administration of various projects and services across the company. This includes ensuring effective communication and coordination among different departments, managing timelines, allocating resources efficiently, and implementing technology solutions to enhance productivity. The team ensures that all projects align with the company’s strategic goals and are executed smoothly to meet client expectations and regulatory requirements.

Management and Project Coordination

This department ensures adherence to laws, regulations, and internal policies to mitigate risk and maintain organizational integrity.

Compliance Department

The Corporate and Trust Management team at Oak Group specializes in providing tailored financial solutions for high net worth individuals and various corporate entities. This team includes professionals such as trust administrators, company secretarial officers, and corporate managers who work collaboratively to manage trusts, corporate structures, and client accounting. Their services encompass establishing and administering investment structures, ensuring robust corporate governance, and delivering detailed financial reporting to meet the unique needs of their global clientele.

Corporate and Trust Management

This department focuses on fostering leadership skills and strategic direction within the organization.

People (2)

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Other teams

Client Accounting

Trust and Corporate

Management and Project Coordination

Compliance Department

Corporate and Trust Management

Leadership Development