04 March 2025 Oak appoints new Private Client Managing Director for Guernsey office

In her new role at Oak, Julie will lead Guernsey’s private client team, continuing Oak’s renowned commitment to exceptional client service. With her forward-thinking approach, Julie will focus on strengthening client relationships and enhancing the overall client experience, driving the team to new heights.

Working closely with Stuart Dowding, Oak’s Group Head of Private Client, Julie will play a pivotal role in shaping and executing the strategic vision for Oak’s private client division. She will collaborate with Oak’s other Private Client Managing Directors—Jo Gorrod in Jersey, Tanya O’Carroll in the Isle of Man, and Zoubeir Khatib in Mauritius—to ensure a cohesive global approach to service excellence and innovation. Together, this united leadership team will elevate service standards across all jurisdictions, foster growth, and expand Oak’s international presence within the private client sector.

Julie is a highly skilled trusts practitioner with extensive experience in both independent and institutional TCSPs. Throughout her career, which spans over 30 years, she has held senior leadership positions, expertly blending the nuances of private client needs with the discipline required to manage a well-run fiduciary business. Her broad expertise includes working with ultra-high-net-worth clients across multiple jurisdictions, showcasing her ability to navigate complex legal and regulatory environments while protecting and growing asset value.

On stepping into her new role, Julie said: 

“I am thrilled to join Oak in this exciting capacity. The private client sector is evolving rapidly, and I look forward to working alongside Stuart and the talented team, as well as my fellow Managing Directors, to continue delivering the outstanding level of service that Oak is known for, while also driving innovation and growth in the business.” 

Commenting on the appointment, Stuart Dowding remarked: 

"We are thrilled to welcome Julie to the team. Her leadership and expertise will be instrumental as we refine our strategic vision for the private client division. With her fresh perspective and the combined strength of our leadership team across all offices, we are well-positioned to build on our successes and continue delivering market-leading solutions to our clients."

In addition to her role at Oak, Julie actively contributes to the wider Guernsey private wealth community through her involvement with STEP and GAT. Her insights and expertise support the ongoing growth and success of the industry.

For more information about Oak’s services and to discover how our tailored solutions can support your needs please contact the team directly below.