Key Private Client services
Asset classes
High value residential property
High value commercial property
Investment portfolios – discretionary, advisory and execution only
Family business and private companies
Luxury assets – artwork, planes, cars and super yachts
Private equity
Sam Matthews, Director, Trust & Corporate
"At Oak, our aim is to build long lasting relationships that transcend through the generations of the families we support. Our culture and values perfectly align with this long-term vision which enables Oak to be proactive and deliver the service our clients expect"
Scott McPherson, Director, Trust & Corporate
"Our clients trust us because we do what we say we will, when we say we will. Integrity and openness are the cornerstones of every relationship we build."
. Key private client management contacts
TONY P, PRIVATE CLIENT
"Having been a client of Oak Group and its forebears for many years, I find the consistent friendliness, courtesy, concern, care and efficiency, underlying their professional expertise and discretion, to be of the greatest support and comfort in these turbulent times for both my family and myself. I am very pleased to recommend Oak Group as a most diligent, efficient and highly trusted firm of Trustees, financial supporters, advisors and wealth managers."