PROFESSIONAL SERVICESOur expertise

Funds

Our specialist teams provide the strength and depth of expertise needed to deliver prompt, proactive and considered services to our clients and their investors.

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Corporate Services

Our team have significant experience and credentials enabling them to deliver services to a wide range of structures from privately held real estate holdings to listed companies. Our solutions are suitable for a diverse and global clientele.

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Private Clients

With extensive experience in managing family wealth, our private client teams provide expertise to manage a wide variety of trust assets promptly and effectively to meet the expectations of private clients and families.

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Providing exceptional, personalised client service, fostering lasting relationships built on trust, integrity and expertise.

Oak Group

With a heritage dating back to 1999, Oak has a 'client first' mentality. Our collaborative approach is designed to create enduring value for our clients, upholding the highest standards of conduct. 

Oak has a forward-thinking growth strategy, ensuring a stable, director-led client journey that is progressive and in sync with our client’s aspirations. Our unwavering commitment to service excellence allows us to adapt proactively to the ever-changing industry landscape.

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STRATEGICALLY POSITIONEDOur locations

We've strategically positioned our offices in key jurisdictions to provide our clients with the best mix of jurisdictional solutions to their financial needs and goals.

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