- Regulatory approvals and licensing – Assistance with fund authorisation, licence applications, and regulatory filings to meet jurisdictional requirements.
- Project management – Coordination of the entire establishment process, ensuring timelines are met and potential challenges are proactively managed.
- Fund structuring and formation – Strategic advice on fund vehicle selection and optimal structuring to align with investment objectives and regulatory frameworks.
- Service provider appointment and due diligence – Support in selecting and appointing key service providers, such as custodians, administrators, non-executive directors and legal advisers, while conducting thorough due diligence.
- Investment decision facilitation – Guidance to streamline investment strategies and ensure a strong foundation for fund operations.
Key fund services
Asset classes
Private equity and venture capital
Emerging technology
Healthcare, life sciences and biomedicine
Infrastructure, including renewable energy
Estoteric assets (e.g artwork, classic cars)
Traditional assets such as bonds and equities
Litigation funding
Real estate
Shariah compliant investments
16 September 2025 Insights
Key takeaways from BVCA Annual Conference 2025: A sector poised for growth amid challenges
31 July 2025 Insights
Private credit in 2025: Why Guernsey is becoming a global hub
24 July 2025 Insights
Trends in Fund structuring for HNWIs and families
. Key fund management contacts
CLEANTECH LITHIUM PLC
"We were pleased to partner with Oak who stepped into the role at a late stage in our AIM listing process and have provided a responsive, flexible, pragmatic and professional service since their appointment. We look forward to a fruitful partnership in the years to come as we move forward with our low emission, sustainable lithium extraction programme to realise our ambition of delivering the greenest supply of lithium to the fast growing Electric Vehicle (EV) industry."