About us Oak Group

Oak Group offers innovative private client, corporate and fund administration services tailored to our clients' needs.

About us

Originally formed in 1999, Oak Trust in Guernsey consolidated with Consortia Partnership in Jersey, Kreston in the Isle of Man and IAG in Guernsey since 2018, forming what is now Oak Group.

Oak Group is a private client, corporate and fund administration services company with a 'client-first' mentality. We provide exceptional, personalised client service, fostering lasting relationships built on trust, integrity and expertise. With our collaborative approach, we strive to create long-term value for our clients, while maintaining the highest standards of conduct.

With more than 200 employees, we strive to create an environment where our people are cared for, enabled, empowered, and supported. We prioritise the continuous growth and development of our people, recognising that their success is the foundation of our excellent service and our shared prosperity. ESG is something we take very seriously; it is at the centre of everything we do.

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PEOPLE | PLANET | VALUE Our 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.

Oliver de la Fosse, Guernsey

"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, Isle of Man

"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"

Mark Chasey, Guernsey

"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."

Joe Woodward, Guernsey

"Our team strives to provide you and your family with unique solutions and exceptional service. We are proud to offer a one-of-a-kind, personalised experience because we recognise that every client is unique."

John Doublard, Jersey

"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"