This annual ranking by eprivateclient, a leading platform for private client practitioners, highlights the most reputable and high-performing fiduciary service providers across the UK and Crown Dependencies. Firms are assessed on key criteria such as reputation, quality of service, performance, growth and global reach.
This marks the fifth year that Oak has been featured in the rankings, a reflection of the firm’s ongoing commitment to exceptional client service, innovation and sustainable growth.
Over the past year, Oak has expanded its team across multiple jurisdictions, welcoming talented professionals who bring fresh expertise and strengthen the firm’s global capabilities. The group has also continued to grow its client base, building long-term relationships with new and existing clients who value Oak’s collaborative and client-centric approach.
In addition, Oak’s parent company, Opera, strengthened the Oak’s global footprint through the acquisition of Amber, now operating as Oak Bahamas.
Lead by Katie Booth, Oak Bahamas delivers tailored fiduciary and family office services for UHNW individuals and families, reflecting Oak’s values of integrity, responsiveness and exceptional client service. With deep expertise and a commitment to quality, the team is a vital part of Oak’s global network.
In addition, Opera acquired Accuro (pending regulatory approval), HFL and Meritus (also pending regulatory approval) to form one group. Congratulations to Accuro who have been ranked again for the seventh year. The five acquisitions complete the first wave of growth as Opera now enters a new chapter of integration, collaboration and organic growth, powered by innovation, talent and client-first excellence. To find out more about Opera's growth journey, visit www.operalimited.com.
Stuart Dowding, Group Head of Private Client, commented:
“We are delighted to once again be named among eprivateclient’s Top Trust Companies for 2025. This recognition reflects the dedication, expertise and professionalism of our people, as well as the trust our clients continue to place in us. Over the past year, we’ve welcomed new colleagues and clients into the Opera family, further strengthening our ability to deliver exceptional service and tailored solutions globally.”
Oak extends its gratitude to its dedicated team members and loyal clients for their ongoing support and trust. The group remains committed to its mission of delivering excellence, integrity and sustainability in every aspect of its work.
To find out more about Oak’s private client services, please contact your usual Oak contact or our Crown Dependencies teams below.
