Following a tender process, Oak was identified as the chosen fund administrator due to pre-existing strong relationships with James Christie, Director and Dwayne Mahrer, Senior Manager. In addition, the client was impressed with Oak’s listed fund experience and the highly skilled company secretarial team. Legal advice was provided by Carey Olsen in Guernsey.
James Tracey, Guernsey Funds Managing Director commented:
“We are excited to welcome another client to our diverse and expanding portfolio. This not only highlights our team’s capabilities and skillset but also our commitment to serving prestigious clients within the London Stock Exchange. We look forward to working closely with the investment team and delivering our promise of exceptional client service.”
This announcement marks a significant milestone in Oak’s commitment to delivering innovative solutions and exceptional service to its clients. If you’re interested in learning more about Oak’s Fund Administration service, please click here.
