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.
“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.”
- Mark Chasey, Guernsey
“We strive to provide a level of service that distinguishes Oak and maximises the value of our experience for our clients.”
- Stuart Platt-Ransom, Guernsey
“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”
- Tanya O'Carroll, Isle of Man
“We build long-lasting relationships with our clients and intermediaries so we can understand their specific requirements and work hard to deliver them.”
- Nicola Gott, Jersey
“We are committed to providing our clients with personalised financial solutions. Employee development, customer satisfaction and constant innovation are the keys to our success.”
- Mark Buttigieg, Malta
Vision & Values
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.
Awards
Industry awards and recognition
