News and Insight


March 16, 2021

Oak appoints Chris Sharman as Private Wealth Director

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,…


March 8, 2021

Exam Success

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…



January 14, 2021

Lucy Smith - Industry Leaders Insights

Private wealth director, Lucy Smith had a chat with Source Recruitment about her career and what we can learn from her experience.…

Isle of Man


December 18, 2020

Christmas lunch and catch up with pro golfer Tom Gandy

Our Isle of Man team hosted an office Christmas lunch where Oak-sponsored pro golfer Tom Gandy was the guest of honour.…

Press Release

December 15, 2020

Oak confirms cessation of merger negotiations with PraxisIFM 

Oak Group (Oak) and PraxisIFM  Group have announced the cessation of negotiations for a proposed merger of their respective global businesses.…



December 10, 2020

Guernsey moves to enhance Private Investment Fund regime with proposed new rules

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…



November 11, 2020

Oak Jersey raises funds to support the work of the Grace Trust and the Society of St Vincent de Paul

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…

Isle of Man


November 2, 2020

Tanya O'Carroll in conversation with the PCD Club

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…