Sofie Alves

Oak is a corporate service, private client and fund administration business, formed in 1999 and headquartered in Guernsey with offices in the Isle of Man, Jersey and Mauritius. Oak Group has over 200 employees across 4 jurisdictions, clients in more than 50 countries, and over £18.7 billion assets under administration. Providing bespoke financial solutions, Oak is standing out in a crowded marketplace to deliver wealth management tailored to your unique financial needs. 👪 Private Clients - Leveraging our extensive experience in family wealth management, our director-led, private client team is compromised of highly qualified professionals who are focused on meeting the expectations of high net worth individuals. Our bespoke solutions are tailored to your unique needs – whether it’s a family trust, private trust company, corporate entity or fund– it's always designed to meet the needs of you and your family members. 💼 Corporate Services - Our team have significant experience and credentials supporting a broad range of corporate customers from SME’s to multinationals. Our professionally qualified people offer solutions suitable for a diverse and global clientele. 📈 Fund Administration - Our specialist fund administration team offers the strength and depth of expertise needed to deliver prompt, proactive and considered administration services to our clients and their investors. We have considerable experience providing fund services, including financial reporting, listed fund services and corporate governance as well as the support necessary to establish and administer investment structures for clients.