The WealthBriefing European Awards recognise and celebrate the exceptional talent within the wealth management sector. The independent judging process honour leading individuals who are shaping the future of wealth management and driving innovation across Europe.
Kim Sgarlata, Group Chief Executive Officer, expressed her gratitude for the recognition:
"It’s an honor to be recognized by WealthBriefing alongside so many outstanding leaders in our industry. Since joining in 2023, I’ve been proud to lead the launch of Project Overture—Opera’s five-year strategic plan. While we’re still at the beginning of this journey, our focus on platform optimization, driving organic growth, and targeted inorganic expansion sets a strong foundation for the future. This award is a reflection of the incredible team at Oak and our shared commitment to driving innovation in wealth management."
Opera Limited is a privately held company, created to build a global portfolio of fiduciary, corporate, and fund administration businesses. Majority backed by Pula, the family office of Stephen Lansdown—co-founder of Hargreaves Lansdown—and like-minded shareholders, such as Sealyham, the family office of Tom Scott, Opera provides patient capital, strategic vision, and operational expertise to its portfolio companies. Oak Group became the first business within Opera’s portfolio following an initial investment in late 2023. Through Project Overture, Opera is building a world-class financial services group that bridges the gap between large institutions and boutique firms. By harnessing cutting-edge technology, deep sector expertise, and a culture of innovation, Opera is shaping the future of the industry.
Hear from Stephen Lansdown and Kim Sgarlata about the vision behind Opera, the strategic direction of Project Overture and this exciting new chapter for Oak Group.
This achievement follows Oak Group's success last year in the WealthBriefing’s 2024 ranking of Top Trust Companies, where Oak was recognised for a fourth time. For more information about Oak Group, please visit www.oak.group.
For more information about Opera, visit oak.group/opera/.