February 12, 2020 Oak Shortlisted in WealthBriefing Awards

The Group has been shortlisted in the Independent Trust Company category and three of Oak’s managing directors have been included in the Awards’ Leading Individual Advisor category. Paul Schreibke, managing director in Guernsey and Tanya O’Carroll, managing director in the Isle of Man have been named as finalists alongside five industry peers.

2020 marks the eighth instalment of the awards which are organised by WealthBriefing, a leading subscription-based business intelligence service for the wealth management community providing the latest news, analysis and in-depth features from around the globe.

The European Award’s categories are focused on experts, products and services and the judging process is conducted by an expert panel drawn from private banks and trusted advisors in the sector.

WealthBriefing said: “Winning a WealthBriefing European Award sets organisations and individuals apart from their peers and is a tangible demonstration that they have something special to offer, rewarding achievement and showcasing top class performance and innovation.”

The awards dinner will take place on 23 April at The DeVere Grand Connaught Rooms in Covent Garden.