Oak is proud to announce that it has been recognised as one of the leading Trust Companies in Eprivateclient’s fourth annual eponymous listing. Oak is one of 12 Companies listed in the Tier 1 category of Trusts, categorised as ‘Non-Independent’ among others that are bank-owned, private equity backed, or listed.
Offering a detailed analysis of the leading fiduciary service providers for private clients and their families across the globe, the rankings aim to reflect the different needs of both clients and their advisers. The tier system utilised is not based on size alone but also takes into consideration reputation, quality of service, how the firms have fared in the past 12 months, any M&A activity, as well as the extent of their global offering.