Oak Group is a privately-owned global provider of tailored private client, corporate services and fund administration, established in 2018.

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.

Professional servicesOur expertise

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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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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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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The numbers

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£19bn

Assets Under Administration

Our collaborative approach allows us to create long-term value for our clients while maintaining the highest standards of service.

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4

Jurisdictions

We've strategically positioned our offices in key jurisdictions to enable our clients to meet their financial needs and goals.

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People

We prioritise the continuous growth and development of our people—their successes form the foundation of our excellent client service.

Guernsey

1999

Formed in Guernsey

Fostering lasting relationships, we have provided bespoke and innovative services to our clients for over 25 years.