The promotions span multiple jurisdictions and service lines, highlighting the strength and depth of expertise across Oak’s global team. Each promotion reflects the commitment, leadership and professionalism demonstrated by colleagues who play a key role in delivering high-quality service to clients and intermediaries.
This announcement comes as Oak continues to build momentum under private ownership of Opera, created to build a portfolio of world-class financial services businesses and actively shape the future of the industry. The business is now in year two of Project Overture, Opera’s five-year strategic plan focused on sustainable growth, innovation, continued investment in its people and fostering a forward-thinking culture to deliver exceptional value for clients and intermediaries.
Anna Sauvarin, Chief People Officer, said:
“We are passionate about supporting colleagues to develop meaningful and rewarding careers. These promotions demonstrate the opportunities available across our global business and the impact our teams make every day. We are proud to support our people as they progress and take the next steps in their careers.”
Oak Fund Services (Guernsey) Limited
Ben Heaume – promoted to Senior Administrator
Ben has been with Oak for 12 years and has built a strong track record within our Funds team, consistently supporting clients through the coordination of banking and payment processes, leading to this recognition.
Imogen Taylor – promoted to Assistant Manager
Imogen has been with our Funds team for over two years and provides broad support to both clients and our governance team, maintaining high standards in compliance, record keeping and reporting, as well as delivering valuable training to colleagues.
Josh Martel – promoted to Senior Administrator
Josh has been with the team for three and a half years and has taken on broader responsibilities, supporting colleagues across the team while maintaining a high standard of client service.
Rebecca Cridland – promoted to Assistant Manager
Becky joined the team a year ago and has quickly developed a strong understanding of balancing compliance and commercial priorities, supporting client service and contributing to change initiatives within the business.
Oak Trust (Guernsey) Limited
Cailen Johnson – promoted to Client Accountant
Cailen joined Oak nearly five years ago as a Trainee Accountant and has shown strong commitment to his development, making excellent progress throughout his time with the business.
Nico Ashplant – promoted to Assistant Manager
Nico joined Oak nearly two years ago as a Senior Administrator and has demonstrated professionalism and a strong commitment to supporting his clients, leading to his promotion to Assistant Manager.
Oak Group (Jersey) Limited
Ellie Bisson – promoted to Assistant Manager
Ellie joined Oak just under two years ago as a Senior Administrator in our Corporate team and has demonstrated exceptional professionalism throughout her time with us.
Georgia Wetzel – promoted to Administrator
Georgia joined our Corporate and Funds team 12 months ago and has made great progress in a short time, earning this promotion.
Jaimie Creighton – promoted to Senior Administrator
Jaimie has been with our Corporate and Funds team for two years and has shown continued hard work and commitment, leading to his promotion to Senior Administrator.
Julien Lebaillif – promoted to Senior Administrator
Julien joined Oak over two years ago as an Administrator in our Client Services team and has made a strong contribution, consistently supporting colleagues and clients.
Katie de la Haye – promoted to Manager
Katie has been a key member of our Corporate and Funds team for nearly five years, supporting a number of our key funds clients and progressing from Senior Administrator to Manager during her time with us.
Nicolae Moldoveanu – promoted to Senior Administrator
Lax has been with Oak for five years and has made a strong contribution to our Compliance team, earning promotion to Senior Administrator.
Tahlia Simey – promoted to Senior Manager
Tahlia has been with Oak for five years and supports complex clients within our Private Wealth division, consistently delivering exceptional client service.
Oak Group (Isle of Man) Limited
Sally Rothwell Caley – promoted to Manager
Sally joined Oak two years ago and has made a strong impact through her dedication and expertise. Her attention to detail and proactive approach have been key to supporting both clients and colleagues, leading to her promotion to Client Accountant Manager.
At Opera group level, Holly Skillett has been promoted to Senior Administrator and Shauna Gallienne to Senior Manager, recognising their respective contributions to the People & Culture function and the wider organisation.
Holly Skillett – promoted to Senior Administrator
Holly joined Oak over two years ago and has made a strong impact within our People & Culture team and wider group. She supports a broad range of activities and projects, consistently demonstrating a strong work ethic and a willingness to support others.
Shauna Gallienne – promoted to Senior Manager
Shauna joined Oak nearly five years ago and has made a significant contribution to our People & Culture team, bringing professionalism, commitment and a genuine passion for people across the organisation, leading to her promotion to Senior Manager.
Collectively, these promotions reflect Opera’s commitment to recognising and progressing talent as the group continues to grow and evolve.
As part of the group’s long-term growth strategy and under the private ownership, Opera has introduced Opera Options, a long-term incentive plan (LTIP) that gives employees across the group the opportunity to share in the future success of the business, reinforcing its commitment to recognising and rewarding talent.
To learn more about career opportunities at Oak, visit here.
