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
James Tracey, Managing Director
"I’m proud to be in a business that recognises the importance of the combination of great people and new technology, and how powerful this combination is when realised in the support of our client’s needs."

26 May 2026 Insights
Flexibility, innovation and supporting the next generation of Fund Managers

09 February 2026 Insights
Case Study: Seamless fund migration strengthens a long-standing relationship

16 September 2025 Insights
Key takeaways from BVCA Annual Conference 2025: A sector poised for growth amid challenges
. Key fund management contacts
NYSE and AIM Listed Client
As an active and dynamic, dual listed AIM/NYSE company, the support provided by Oak Funds is critical to supporting our governance processes. We enjoy a close working relationship with the governance specialists and the wider Oak Funds team who provide company secretarial and administration services to our business.