« Our People

David Willis

Director, Wealth Monitoring


David has worked in the finance industry since 1996. Originally in accounting and auditing before joining the fiduciary sector in 2001. He is now responsible for developing our group-wide approach to treasury management and wealth monitoring for the fiduciary businesses within the Oak Group and is involved with project work.

David joined Oak in 2002 and was appointed to the board of directors of Oak Trust (Guernsey) Limited in 2003. He was appointed to the board of Oak Mauritius as a Non-Executive Director in 2015. He has extensive experience in all areas of the fiduciary business and in particular corporate governance, regulatory aspects, client relationship management, systems development, investment performance monitoring and project work.

After qualifying as a Practicing Member of the South African Institute of Professional Accountants in 1999, David moved to London and joined a medium sized auditing and consulting firm. In 2001, David relocated to Guernsey and joined the Investec Group before joining Oak.

David gained a National Diploma in Financial Accounting in 1995 and a Bachelor of Technology Degree in Taxation in 1997.

Outside of Work

David enjoys spending time with his family and in particular travelling with them. David believes there is no better way to instil an understanding of the importance of caring for our planet than by experiencing it.