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.

Oak Group is a fund administration, corporate, and private client services company with a 'client-first' mentality. We provide exceptional, personalised client service, fostering lasting relationships built on trust, integrity and expertise. With our collaborative approach, we strive to create long-term value for our clients, while maintaining the highest standards of conduct.

With more than 200 employees, we strive to create an environment where our people are cared for, enabled, empowered, and supported. We prioritise the continuous growth and development of our people, recognising that their success is the foundation of our excellent service and our shared prosperity. ESG is something we take very seriously; it is at the centre of everything we do.

Oak Group

THE OAK EIGHTValues

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.

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. 

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. 

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. 

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. 

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.  

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. 

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.  

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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220

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.

AWARDSIndustry awards and recognition