Oak has over 200 employees across our group, many with qualifications in a range of disciplines including accountancy, trust, company secretarial and investments. We are passionate about our people, and want our people to be passionate about us, to do that we understand how important it is to create an environment where our people are cared for, enabled, empowered, and supported to provide exceptional financial solutions.
Oak is a purpose-led business with sustainability at the core of everything we do, be it our relationships with all our stakeholders, to how we undertake the management of wealth. Delivering sustainable excellence creates value for our clients, our employees, our shareholders, and for the communities in which we exist.
We service complex global structures and concentrate on our fundamental trustee, corporate and administration roles. Our private client and corporate services team provide the strength and depth of expertise needed to deliver prompt and considered services to our clients, whilst our funds team deliver bespoke fund administration and depositary services to private equity, open-ended, listed and alternative asset fund structures.