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.
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.
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.
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.
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.
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.
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.
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.
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"
Mark Chasey, Retired Founder
"Our experience in servicing complex structures gives us an in-depth understanding of the challenges our clients face. Our knowledge and expertise helps us to provide the best solutions."
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"
Our collaborative approach allows us to create long-term value for our clients while maintaining the highest standards of service.
We've strategically positioned our offices in key jurisdictions to enable our clients to meet their financial needs and goals.
We prioritise the continuous growth and development of our people—their successes form the foundation of our excellent client service.
Fostering lasting relationships, we have provided bespoke and innovative services to our clients for over 25 years.
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