Sofie Alves

About Sofie

Sofie has over 17 years of experience in financial services and has been integral to the many changes that have occurred within Oak during that time. Sofie has developed and excellent understanding of the competing needs of different areas of the business built through her experience working within a range of roles.

Sofie began her Oak journey in 2007 as a trust and company administrator, becoming STEP qualified during 2011. Wishing to broaden her knowledge, Sofie moved into the onboarding department where she worked for 10 years.  Sofie ventured into compliance where she served 5 years working to implement a Compliance Monitoring Programme whilst driving communication and strong compliance culture for the business. 

Sofie now heads the statutory compliance and co sec function. As a people manager, Sofie prides herself in nurturing and caring for her team through supportive ongoing communications. 

Additionally, Sofie holds three advanced ICA qualifications in CDD, Compliance and AML. 

Outside of work

Sofie has an active lifestyle, when she isn’t occupied by her three children, she enjoys sunny walks along the west coast and spending time with her family and friends.