About Oak Group
Oak Group is a Financial Services company based in St. Peter Port (United Kingdom). It operates as a diversified asset management is handled by Oak Group. It operates on a Professional Services and Managed Services model. Oak Group has completed 2 acquisitions, including Consortia Partnership and IAG Fund Services. Oak Group offers products and services including Fund Administration, Corporate Services, and Private Client Services. Its focus areas include Financials, Asset Management, Fund Administration and Wealth Management. Similar companies include FNZ, Investec, Aviva, HSBC and Schroders and 5 more; 2 of its 10 listed similar companies have raised funding.
Company details
Tailored fund administration, corporate, and private client services are offered by Oak Group. Operations span multiple jurisdictions including Guernsey, Isle of Man, Jersey, Mauritius, and The Bahamas. Expertise in fund structuring, governance, wealth management, and corporate solutions is provided to a diverse clientele. Strategic positioning in key financial hubs ensures jurisdictional solutions are delivered effectively. A focus on personalized client service is maintained to foster lasting relationships built on trust and integrity.
- Investments & AcquisitionsConsortia Partnership
& 1 more
Products & Services of Oak Group
Oak Group offers a comprehensive portfolio of products and services, including Fund Administration, Corporate Services, and Private Client Services.
Fund structuring and governance services are provided expertly.
Corporate governance and administrative support are delivered globally.
Wealth management and trust services are offered personalized.
People of Oak Group
39 people are tracked at Oak Group (17 in leadership, 22 in team).
| Name | Role | Group |
|---|---|---|
Poonam Keenoo-Seegoolam | Director - Operations | Leadership |
Becky Perez | Associate Director, Compliance | Leadership |
Chris Clarke | Head Of Compliance | Leadership |
James Tracey | Managing Director | Leadership |
Graeme Paton Ca | Director - Fund & Corporate Services | Leadership |
Tanya O'Carroll | Managing Director | Leadership |
John Doublard | Group Chief Technology Officer | Leadership |
Chris Clarke Tep Fica | Head Of Compliance / Compliance Officer; MLCO And MLRO | Leadership |
Kate Clouston | Group Chief Commercial Officer | Leadership |
James Christie | Director | Leadership |
Lucy Smith | Director | Leadership |
Zoubeir Khatib | Managing Director | Leadership |
Giles le Sueur | Associate Director | Leadership |
Scott mc Pherson | Director, Trust And Corporate | Leadership |
Sophie Ferbrache | Head Of Marketing | Leadership |
Cheryl Holl | Legal & Regulatory Director | Leadership |
Michael Farrow | Executive Director | Leadership |
Sharon Clague | Manager, Trust & Corporate | Team |
Katie de la Haye | Assistant Manager | Team |
Fabrice Reine de Carthage | Service Desk Analyst | Team |
19 more people are available in the full profile.
Complete people profiles for Oak Group
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Investments & Acquisitions by Oak Group
Oak Group has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Consortia Partnership and IAG Fund Services.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Provider of fund administration services | iagfundservices.com | St. Peter Port, United Kingdom | 2014 | Apr 2019 | •••• | |
Financial services for the investment industry are provided. | consortia.je | Jersey | 2004 | Mar 2019 | •••• |
Complete acquisition details for Oak Group
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Timeline of Oak Group
2 dated milestones of Oak Group, from founding to its latest funding, stage changes and deals.
- Acquisition Acquires Consortia Partnership.
- Acquisition Acquires IAG Fund Services.
Similar companies to Oak Group
Oak Group has 10 listed similar companies in our database, 2 of them funded. They include FNZ, Investec, Aviva, HSBC and Schroders, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| aviva.com | 1696 | London, United Kingdom | – | 27,873 | Insurance and asset management services are offered in multiple regions. | |
| hsbc.com | 1865 | London, United Kingdom | – | 220,861 | Universal banking and financial advisory services are provided globally. | |
| schroders.com | 1804 | London, United Kingdom | – | 249 | Investment management and wealth management services are provided to clients. | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| goldmansachs.com | 1869 | New York, United States | – | 333 | Investment banking services are delivered across multiple financial sectors. | |
| fisglobal.com | 1968 | Jacksonville, United States | – | 22,604 | Software suites for banks and financial institutions are provided. | |
| statestreet.com | 1792 | Boston, United States | – | 46,000 | Financial services are provided to asset managers worldwide. |
Detailed similar companies of Oak Group
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Top companies in Asset Management
10 companies that operate in the same segment as Oak Group (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Digital entertainment, e-commerce, and financial services are provided globally. | 2006 | Singapore, Singapore, Singapore | USD 721.47 M | USD 22.94 B | 3,733 | |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 |
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Related news about Oak Group
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Frequently Asked Questions about Oak Group
Oak Group is headquartered in St. Peter Port, United Kingdom.
Tailored fund administration, corporate, and private client services are offered by Oak Group. Operations span multiple jurisdictions including Guernsey, Isle of Man, Jersey, Mauritius, and The Bahamas. Expertise in fund structuring, governance, wealth management, and corporate solutions is provided to a diverse clientele. Strategic positioning in key financial hubs ensures jurisdictional solutions are delivered effectively. A focus on personalized client service is maintained to foster lasting relationships built on trust and integrity.
Oak Group's top competitors include Investec, Goldman Sachs and HSBC.
Oak Group offers Fund Administration, Corporate Services, and Private Client Services.
Oak Group has made 2 acquisitions, including Consortia Partnership, and IAG Fund Services.
Oak Group operates through Oak Group.