The WealthBriefing awards showcase ‘best of breed’ in the Channel Islands region and have been designed to recognise outstanding organisations grouped by specialism and geography. A panel of independent judges deem all winners to have ‘demonstrated innovation and excellence during the last year’.
The judges felt Oak exemplifies excellence in client care, creating enduring value through bespoke solutions and robust support. With visionary leadership, an empowered team, and cutting-edge technology, they build lasting relationships, prioritising clients and employee well-being over market pressures.
Commenting on Oak’s success, Stuart Dowding, Group Head of Private Client, said:
"We are thrilled to be named Independent Trust Company with AUA over £5bn at the WealthBriefing Channel Islands Awards 2024. The judges recognised Oak’s excellence in client care, delivering bespoke solutions, robust support, and lasting value. With strong leadership, an empowered team, and innovative technology, we focus on building enduring relationships while prioritising the well-being of clients and staff over market pressures. This award reflects the dedication of our team and the trust our clients place in us."
This achievement follows Oak’s success in October, where the firm was recognised in eprivateclient’s 2024 ranking of Top Trust Companies. Oak sincerely thanks its dedicated team and loyal clients for making this recognition possible. We remain committed to our mission of delivering excellence and we look forward to building on this success together.
To find out more about our service offering and how we can help you, please reach out to Stuart Dowding, Jo Gorrod, Tanya O’Carroll, or Zoubeir Khatib.
