Chris Sharman, with over 25 years experience in the fiduciary sector, has been appointed as a Private Wealth Director at Oak Trust Guernsey Limited (OTGL), part of Oak Group, the private client,…
Over the past few months colleagues across our business, have been busily studying alongside their day jobs to attain recognition from the various professional bodies relevant to their chosen career…
Private wealth director, Lucy Smith had a chat with Source Recruitment about her career and what we can learn from her experience.…
Our Isle of Man team hosted an office Christmas lunch where Oak-sponsored pro golfer Tom Gandy was the guest of honour.…
Oak Group (Oak) and PraxisIFM Group have announced the cessation of negotiations for a proposed merger of their respective global businesses.…
The Guernsey Financial Services Commission (“the GFSC”) has this week published a consultation paper containing proposals which would allow different investor categories to take advantage of an…
Many charities have seen a large increase in the number of families affected by the Coronavirus pandemic and people are using food banks more than ever for the vital help they need during this…
The PCD Club exists to promote business development between advisors to high net worth clients. The latest edition of their digital magazine is full of news, views and contacts for private wealth…