Oak is a meaningful purpose-led business, with sustainability at its core.

With over 200 employees, headquartered in Guernsey, we strive to create an environment where our people are cared for, enabled, empowered, and supported to provide exceptional financial solutions. Sustainability is at the core of everything we do, be it our relationships with all our stakeholders, to how we undertake the management of wealth. It inspires our approach and influences our clients for a better, braver, and more transparent service. Please watch this video to get an insight from our people as we embark on Oak's sustainability journey.

Key Contacts

Our people are our most valuable asset

Meet the team

Alternate Text

Mark Chasey

Guernsey

Group Chairman

Alternate Text

Graham McCormack

Guernsey

Group Chief Executive Officer

Alternate Text

Oliver de la Fosse

Guernsey

Group Chief Financial Officer

Alternate Text

Catherine Pigeon

Jersey

Group Chief Risk & Compliance Officer

Professional services Our professional services

Private Clients

We understand the needs of private clients and our director-led team of experienced, professionally qualified people are focused on meeting your expectations.

Corporate Services

We deliver services to a wide range of structures from privately held real estate holdings to listed companies. Our solutions are suitable for a diverse and global clientele.

Funds

Our specialist teams provide the strength and depth of expertise needed to deliver prompt, proactive and considered services to our clients and their investors.