Oak Group | Company Profile - Revenue, Headcount, Tech Stack, Contacts

Company Directory for Oak Group

Oak Group

Overview

Founded in 1999, this Guernsey-based financial services provider operates across five jurisdictions, including Jersey and the Isle of Man. With over $24 billion in assets under management, the company is recognized for its bespoke financial solutions, focus on client service excellence, and its commitment to sustainability and technological innovation. Multiple industry awards underline its values of trust, integrity, and high service standards.

The organization delivers tailored administration services in funds, corporate services, and private clients. The funds division specializes in structuring and governance for diverse asset types, while its corporate arm handles multi-jurisdictional structures for a global clientele. The private client unit remains dedicated to personalized relationships and managing family wealth and complex trust assets.

Basic Information

Industry financial services
Founded 1999
Revenue 58M
Headquarters Hirzel Court, Saint Peter Port, Guernsey, GY1 2
Languages English

Contact Details

Key Focus Areas & Initiatives

  • Foundations
  • Freezer trusts
  • Financial reporting
  • Corporate administration services
  • Wealth structuring
  • Trustee services
  • Fund management
  • Directorship management
  • High asset services
  • Fund administration services
  • Wealth management
  • Cash management
  • Investor services
  • Offshore wealth solutions
  • Corporate services
  • Family office services
  • Tax compliance
  • Fund administration
  • Private equity
  • Trusts
  • Offshore incorporations
  • Corporate governance
  • Private clients
  • Private wealth management
  • Fund accounting
  • Client relationships
  • Fund lifecycle management
  • Trust and estate planning
  • Asset protection
  • Fund solutions
  • Asset structuring
  • Compliance and regulatory services
  • Client advisory
  • Fund risk management
  • Fund governance standards
  • Client service excellence
  • Digital solutions
  • Sustainability practices

Technologies Used

  • AI
  • ANGEL LMS
  • ASP.NET
  • Android
  • CloudFlare Hosting
  • Cloudflare DNS
  • Conviva Operational Data Platform
  • Google Tag Manager
  • Hubspot
  • Microsoft Office 365
  • Mimecast
  • Mobile Friendly
  • Outlook
  • Remote
  • Sendgrid
  • ShareThis
  • Shutterstock
  • Vimeo

Affiliated Organizations & Regional Branches

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