Leadership & Innovation About Oak Group

Creating intelligent, thoughtful solutions that come from decades of experience providing multi-jurisdictional fund, corporate and trust structuring as well as expert administrative and compliance support services.

Integrity & Value Oak delivers financial solutions that often exceed expectations to our institutional and private clients worldwide.

Headquartered in Guernsey and with clients in over 50 countries and in excess of GBP20 billion of assets under administration, the Oak Group is a private client, corporate services and fund administration business formed in 2018 through the consolidation of Oak Trust Group, Consortia Partnership, Kreston IOM and International Administration Group bringing together a collective 60 years of experience between them.

The Oak Team comprises over 200 employees, with qualifications in a wide range of disciplines including accountancy, law, company secretarial, technology, trust and estate planning, compliance and investments.

The Oak Group has offices in Guernsey, Isle of Man, Jersey, Luxembourg, Malta and Mauritius.

20 GBP BILLION AuA
200+ EMPLOYEES Worldwide
6 OFFICES Across leading financial centres

Vision & Values

Leadership Integrity Innovation Value Development

Client Focus We aim to be the service provider of choice in the jurisdictions in which we have a presence, where proactive, dedicated client service is standard.

Excellence in Execution We will meet and exceed our customer and regulatory needs - maintaining the highest standards, reputation and performance.

Employee Engagement We will ensure that our people are engaged and have access to the tools, information and training they need to perform their jobs, develop their careers and meet the exacting needs of our clients.

Our People

We are only as good as our people. By using their experience, latest technology and investment in training we can deliver a comprehensive range of products to meet our clients’ needs for future generations.