PEOPLE | PLANET | VALUEOur purpose enables us to go further
PEOPLE
A people-first business, putting people at the centre of everything we do. We understand how important it is to foster a supportive culture in which our colleagues can thrive.
PLANET
Oak Group is a unique and meaningful business with sustainability at its core. We are leaders in promoting positive social and environmental outcomes globally.
VALUE
We are a business that delivers sustainable levels of excellence to create value for our clients, our employees, our shareholders, and for the communities in which we exist.
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"
The Numbers
£19bn
ASSETS UNDER ADMINISTRATION
Our collaborative approach allows us to create long-term value for our clients while maintaining the highest standards of service.
4
JURISDICTIONS
We've strategically positioned our offices in key jurisdictions to enable our clients to meet their financial needs and goals.
215
OUR PEOPLE
We prioritise the continuous growth and development of our people—their successes form the foundation of our excellent client service.
1999
FORMED IN GUERNSEY
Fostering lasting relationships, we have provided bespoke and innovative services to our clients for over 25 years.
AWARDSIndustry awards and recognition
