Vision of transformation and excellence
The name Opera reflects the vision of transformation and excellence: O for Oak, P for Pula, and E-R-A for a new era in financial services. Under Opera’s ownership, Oak serves as the first business within its growing portfolio, leading the growth and integration of acquisitions.


Kim Sgarlata, Group Chief Executive Officer
"We’re building the most trusted TCSP and fund administration business of the next decade—anchored by purpose, deeply respected in each market in which we operate, powered by cutting-edge technology, and shaped around our clients."

Oliver de la Fosse, Group Chief Financial Officer
"Strategic growth through acquisitions is about bringing the best of the best together. Clients benefit from expanded expertise, delivered through one trusted and unified Oak experience."

Sophie Ferbrache, Head of Marketing, Communication & Business Development
"Our commercial success is built on clarity - of purpose, message, and delivery. My team’s role is to connect strategy with action, ensuring every client, acquisition, and opportunity is supported by communications that build trust, drive engagement, and create long-term value. With Opera’s strategic vision and patient capital, we’re not just growing - we’re elevating the experience, inside and out. We have the freedom to think bigger, act smarter, and build something truly special. "

Katie Booth, Managing Director
"With the strategic insight and patient capital of Opera, Oak is not just growing—we’re evolving. At the centre of that evolution is our unwavering commitment to the families we serve. We recognize that our legacy revolves around theirs.....helping them to become successful legacy families is our purpose and our goal. It is part of our DNA."