Oak Group

Oak Group offers innovative private client, corporate and fund administration services tailored to our clients' needs.

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About Oak Group

Originally formed in 1999, Oak Trust in Guernsey consolidated with Consortia Partnership in Jersey, Kreston in the Isle of Man and IAG in Guernsey since 2018, forming what is now Oak Group.

Since its founding in 2018, Oak Group had been majority owned and funded by the Guernsey listed Financial Services Opportunities Investment Fund Limited (FSOIF). FSOIF was managed by Ravenscroft Specialist Fund Management Limited, who played a pivotal role in guiding the group’s early development and fostering the open, client-centric culture that Oak boasts today.

In late 2023, Oak Group received new strategic investment through FSOIF from Pula, the family office of long-time Guernsey resident Stephen Lansdown. Following regulatory approval in March 2025, Oak completed its transition to private ownership under Opera— a holding company majority backed by Pula, with additional support from like-minded partners such as Sealyham, the family office of Tom Scott. This new ownership structure is designed to drive long-term, sustainable growth and build a portfolio of global businesses.

In April 2025, Opera Limited expanded Oak Group with the strategic acquisition of Amber Trust Ltd, a Bahamian fiduciary business.

Today, Oak Group operates across Guernsey, Jersey, Isle of Man, Mauritius, and The Bahamas with more than 250 employees administering over $24 billion in assets. The group is known for its client-centric approach, commitment to excellence, and forward-thinking vision. Under the leadership of Kim Sgarlata, Oak embarks on a transformative journey of organic and inorganic growth, investing in its people, processes, technology, and data to establish itself as an industry-leading global fiduciary, corporate, and fund administration business.

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The numbers

$24bn+

Assets Under Administration

Five

Jurisdictions

250

Team members

1999

Formed in Guernsey

Values

1

Focus on the client We put clients at the heart of everything we do, paying attention to both the spoken and unspoken requirements. We start with understanding their needs to inform high-quality service delivery and solutions that are fit for purpose.

2

Earn trust with integrity We build lasting internal and external relationships through honesty, transparency, and accountability. By embracing diverse perspectives and communicating openly, we align our words and actions with the highest ethical standards, fostering trust and respect in everything we do.

3

Support each other to thrive We are resilient in the face of challenges, prioritising wellbeing and supporting each other to work smarter and create an environment that fosters both personal and professional growth.

4

Think and act like an owner We take full responsibility for the success and wellbeing of Oak. As stewards of the business, we act with integrity, make decisions for the long-term, treat resources as if they were our own, and uphold our regulatory duty and responsibility in every market we serve. We step up and solve problems proactively. Ownership means not only focusing on individual success but also ensuring the success of the entire team.

5

Innovate and lead fearlessly We foster a culture where people feel safe to try new things. We are brave and embrace bold ideas to break boundaries, solve problems, take smart risks, and drive improvement. We proactively tackle challenges to stay ahead of the curve, craft solutions, and own our results. We take time to learn from our experiences, always pushing to get the basics right yet remain unique.

6

Fuel growth with passion and learning We embody a growth mindset and entrepreneurial spirit. We prioritise our continuous learning and development of new ideas, directly benefiting our team and our clients. Our passion is contagious, inspiring others and celebrating wins.

7

Think globally We have a One Oak mindset, seamlessly collaborating across cultures and markets. Creating an inclusive environment where every voice is valued, we leverage broad perspectives and insights to innovate and achieve impactful results.

8

Empower community We elevate each other through shared learning, celebration, and unwavering support. By championing diverse voices, fostering equity, and creating an inclusive environment, we cultivate a culture of respect and belonging.

Jo Gorrod, Managing Director

"Working with talented individuals across the Group, Oak strives to meet the ever-changing needs of its clients without compromising our future."

John Doublard, Group Chief Technology Officer

"We have invested and continue to invest heavily in our platform, implementing the best technology around to ensure we have a system that delivers for clients and employees alike"

Oliver de la Fosse, Group Chief Financial Officer

"At Oak, we talk about value as one of the three things that drives and defines our organisation. Value for all who interact with us, whether clients, employees, owners, suppliers, or the communities in which we operate. Our objective is that Oak has a positive and sustainable impact on everyone involved with the business."

Tanya O’Carroll, Managing Director

"Oak works directly with our clients and advisors to understand, identify and provide the solutions to their ever changing and complex requirements. Working with a business who is culturally aligned ensures that wherever within the group our clients will get the high quality service they require"