About Oak Group
Originally formed in 1999, Oak Trust in Guernsey consolidated with Consortia Partnership in Jersey, Kreston in the Isle of Man and IAG in Guernsey since 2018, forming what is now Oak Group.
Oak Group is a fund administration, corporate, and private client services company with a 'client-first' mentality. We provide exceptional, personalised client service, fostering lasting relationships built on trust, integrity and expertise. With our collaborative approach, we strive to create long-term value for our clients, while maintaining the highest standards of conduct.
With more than 230 employees, we strive to create an environment where our people are cared for, enabled, empowered, and supported. We prioritise the continuous growth and development of our people, recognising that their success is the foundation of our excellent service and our shared prosperity. ESG is something we take very seriously; it is at the centre of everything we do.
THE OAK 8 Values
Focus on the client
We put clients at the heart of everything we do, paying attention to both the spoken and unspoken requirements. We start with understanding their needs to inform high-quality service delivery and solutions that are fit for purpose.
Earn trust with integrity
We build lasting internal and external relationships through honesty, transparency, and accountability. By embracing diverse perspectives and communicating openly, we align our words and actions with the highest ethical standards, fostering trust and respect in everything we do.
Support each other to thrive
We are resilient in the face of challenges, prioritising wellbeing and supporting each other to work smarter and create an environment that fosters both personal and professional growth.
Think and act like an owner
We take full responsibility for the success and wellbeing of Oak. As stewards of the business, we act with integrity, make decisions for the long-term, treat resources as if they were our own, and uphold our regulatory duty and responsibility in every market we serve. We step up and solve problems proactively. Ownership means not only focusing on individual success but also ensuring the success of the entire team.
Innovate and lead fearlessly
We foster a culture where people feel safe to try new things. We are brave and embrace bold ideas to break boundaries, solve problems, take smart risks, and drive improvement. We proactively tackle challenges to stay ahead of the curve, craft solutions, and own our results. We take time to learn from our experiences, always pushing to get the basics right yet remain unique.
Fuel growth with passion and learning
We embody a growth mindset and entrepreneurial spirit. We prioritise our continuous learning and development of new ideas, directly benefiting our team and our clients. Our passion is contagious, inspiring others and celebrating wins.
Think globally
We have a One Oak mindset, seamlessly collaborating across cultures and markets. Creating an inclusive environment where every voice is valued, we leverage broad perspectives and insights to innovate and achieve impactful results.
Empower community
We elevate each other through shared learning, celebration, and unwavering support. By championing diverse voices, fostering equity, and creating an inclusive environment, we cultivate a culture of respect and belonging.
Jo Gorrod, Managing Director
"Working with talented individuals across the Group, Oak strives to meet the ever-changing needs of its clients without compromising our future."
John Doublard, Group Chief Technology Officer
"We have invested and continue to invest heavily in our platform, implementing the best technology around to ensure we have a system that delivers for clients and employees alike"
Oliver de la Fosse, Group Chief Financial Officer
"At Oak, we talk about value as one of the three things that drives and defines our organisation. Value for all who interact with us, whether clients, employees, owners, suppliers, or the communities in which we operate. Our objective is that Oak has a positive and sustainable impact on everyone involved with the business."
Tanya O’Carroll, Managing Director
"Oak works directly with our clients and advisors to understand, identify and provide the solutions to their ever changing and complex requirements. Working with a business who is culturally aligned ensures that wherever within the group our clients will get the high quality service they require"
The numbers
£19bn+
Assets Under Administration
Our collaborative approach allows us to create long-term value for our clients while maintaining the highest standards of service.
Four
Jurisdictions
We've strategically positioned our offices in key jurisdictions to enable our clients to meet their financial needs and goals.
230
Team members
We prioritise the continuous growth and development of our people—their successes form the foundation of our excellent client service.
1999
Formed in Guernsey
Fostering lasting relationships, we have provided bespoke and innovative services to our clients for over 25 years.
AWARDSIndustry awards and recognition
WealthBriefing 'Independent Trust Company with AUA over £5bn' 2024
eprivateclient Top Trust Companies 2024
Durrell Wildlife ReWild Carbon Partner 2023
Wealth Briefing Awards 2022
Guernsey Design Awards
Jersey Tech Awards Cyber Security 2022
IFC Awards Shortlisted 2022
eprivateclient Top Trust Companies 2021
Brand Management & Reputations Awards 2020 Bronze
Magic Circle Awards Shortlisted 2020
EcoActive
IFC Awards Shortlisted 2020
eprivateclient Top Trust Companies 2019
Magic Circle Awards 2019 runner up