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.
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."
Tanya O'Carroll, Isle of Man
"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"
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."
John Doublard, Jersey
"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"
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."
Awards
Industry awards and recognition
