Home About Oak Group
We are a meaningful purpose-led business, with sustainability at our core, that stands out in a crowded marketplace to deliver sustainable excellence.
About Us
The Oak Group is a private client, corporate services and fund administration business formed in 2018 through the consolidation of four carefully selected businesses, bringing together a collective 65 years of experience between them.
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. We are passionate about our people, and want our people to be passionate about us, to do that we understand how important it is to foster a supportive culture in which our colleagues can thrive.
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.
PEOPLE | PLANET | VALUE Our purpose enables us to go further
People
A people-first business, putting people at the centre of everything we do. We understand how important it is to foster a supportive culture in which our colleagues can thrive.
Planet
A unique and meaningful purpose-led business, with sustainability at its core; a leader in promoting positive social and environmental outcomes globally.
Value
We are a business that delivers sustainable levels of excellence to create value for our clients, our employees, our shareholders, and for the communities in which we exist.
Paul Schreibke, Mauritius
"Our team provides a high level of quality and attention to detail. We provide an effective and efficient service that is tailored to the needs of the client."
Mark Chasey, Guernsey
"Our experience in servicing complex structures gives us an in-depth understanding of the challenges our clients face. Our knowledge and expertise helps us to provide the best solutions."
Joe Woodward, Guernsey
"Our team strives to provide you and your family with unique solutions and exceptional service. We are proud to offer a one-of-a-kind, personalised experience because we recognise that every client is unique."
Jo Gorrod, Jersey
"Working with talented individuals across the Group, Oak strives to meet the ever-changing needs of its clients without compromising our future."
Oliver de la Fosse
"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."
Awards
Industry awards and recognition
