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