Oak Group
Oak Group is a privately-owned fiduciary, corporate, and fund administration firm headquartered in Guernsey, serving ultra-high-net-worth individuals, families, fund managers, and corporations across five jurisdictions with $27.5bn+ AUA.
- Company typePrivate
- Founded1999
- HeadquartersSt. Peter Port
- Headcount101–250
- GTM typeB2B and B2C
- OfferingServices
What Oak Group does
Oak Group is a privately-owned provider of multi-jurisdictional fund administration, corporate, and private client services headquartered in St Peter Port, Guernsey. Operating across five jurisdictions (Guernsey, Isle of Man, Jersey, Mauritius, and The Bahamas), with a broader footprint of eight jurisdictions following the April 2026 acquisitions of Accuro and Meritus, the firm is structured as the flagship operating subsidiary of Opera Group Limited, a private holding company majority-backed by Pula (the family office of Stephen Lansdown CBE, co-founder of Hargreaves Lansdown) and Sealyham (the family office of Tom Scott). Oak delivers services through three pillars: Funds Services (fund formation, regulatory approval, fund administration, investor relations, accounting, governance, and listed fund advisory), Corporate Services (offshore incorporations, domiciliation, escrow, listing services, governance, and regulatory compliance), and Private Clients (trust structuring, private foundations, family office formation, tax compliance, real estate structures, and philanthropic advisory). The firm holds $27.5bn+ in Assets Under Administration at the Oak level and approximately $81bn+ on a combined Opera group basis post-April 2026, supported by 250 professionals at Oak and 600 across the broader group.
The business model is a regulated professional services model with bespoke, quote-based pricing. Fees are charged on ad valorem (percentage of AUA), time-spent, or fixed-fee bases depending on service type, typically under multi-year contractual relationships. Go-to-market is enterprise field sales: Oak targets ultra-high-net-worth individuals and families, fund managers, and corporations through direct relationship management and a professional adviser referral network comprising lawyers, bankers, and intermediaries. Customer engagement is high-touch with no self-service or digital distribution model, and there is no public pricing or productized offering. Oak holds ISO 27001 certification for information security management and, via acquired HFL Limited, B Corporation certification. Distribution is concentrated in five primary licensed entities, each regulated by its respective jurisdiction's financial services commission (Guernsey FSC, Isle of Man FSA, Jersey FSC, Mauritius FSC, Central Bank and Securities Commission of The Bahamas). Oak's parent Opera has executed an aggressive acquisition program under Project Overture, its five-year strategic plan, completing or announcing five transactions between April 2025 and April 2026 (Amber Trust, HFL, Accuro, Meritus, and an earlier 2019 acquisition of International Administration Group), while announcing the proposed June 2026 divestiture of Oak Fund Services (Guernsey) to refocus on specialist private wealth, private capital, and institutional mandates.
Oak Group firmographics
Firmographics- Name
- Oak Group
- Legal name
- Opera Group Limited
- Website
- https://oak.group
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Oak Group is a privately-owned fiduciary, corporate, and fund administration firm headquartered in Guernsey, serving ultra-high-net-worth individuals, families, fund managers, and corporations across five jurisdictions with $27.5bn+ AUA.
- Ownership category
- akta.pro rank
Oak Group industry classification
Industry- Product category
- Fiduciary and Fund Administration Services
- NAICS
- Office Administrative Services (5611), Management Consulting Services (54161), Offices of Certified Public Accountants (541211)
- SIC
- Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD)
- akta.pro secondary industries
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Philanthropy, Foundations & Grantmaking Advisory (FSAAADAG), Single-Family Offices (SFOs) (FSAAADAA)
Keywords
Where Oak Group is headquartered
LocationHeadquarters
- HQ city
- St. Peter Port
Offices5 records
Markets served
Oak Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Fund Administration Services: Specialist fund administration services including fund formation, regulatory approval, investor relations, fund compliance, accounting, and governance services. Fees are typically charged on an ad valorem or time-spent basis.
- Corporate Services: Corporate structuring, governance, secretarial services, global offshore incorporations, and regulatory compliance. Charged per engagement or ongoing retainer basis.
- Private Client Services: Trust administration, private foundations, family office services, and wealth structuring for UHNW individuals and families. Typically charged on ad valorem or fixed fee basis.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | Bespoke service pricing based on client requirements |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Oak Group product offering
Product offeringCore offering
Oak Group is a privately-owned global provider of tailored fund administration, corporate and private client services operating across five jurisdictions (Guernsey, Isle of Man, Jersey, Mauritius, and The Bahamas). The company delivers three core service pillars: Funds Services (fund formation, administration, compliance, accounting, and governance for institutional and private fund clients), Corporate Services (global offshore incorporations, governance, secretarial services, escrow, listing services, and financial management), and Private Clients Services (strategic trust structuring, private foundations, family office services, global tax compliance, and philanthropic advisory). The firm manages $27.5bn+ in assets under administration with 250+ professionals, operating under Opera Group Limited.
Product overview
Oak Group is a privately-owned global provider of tailored fund administration, corporate and private client services operating across five jurisdictions (Guernsey, Isle of Man, Jersey, Mauritius, and The Bahamas). The company operates under three core service pillars: Funds Services (fund formation, administration, compliance, investor relations, accounting, and governance), Corporate Services (offshore incorporations, governance, escrow, listing services, and financial management), and Private Clients Services (trust structuring, private foundations, family office services, tax compliance, and philanthropy). The portfolio includes acquired brands such as Amber Trust Ltd (now Oak Bahamas), HFL Limited, Accuro, and Meritus. With $27.5bn+ in assets under administration and 250+ team members, the company is part of Opera Group Limited's portfolio under private family ownership.
Differentiator
Problem solved
Functional benefit
Products and services
- Funds Services Comprehensive fund administration services including fund formation, regulatory approval, investor relations, fund compliance, accounting, governance, listed fund advisory, treasury management and bespoke fund solutions for institutional and private fund clients.
- Corporate Services Corporate services including global offshore incorporations, domiciliation, administrative support, governance and secretarial services, escrow, listing services, financial management and regulatory compliance for a diverse and global corporate clientele spanning privately held real estate holdings to listed companies.
- Private Clients Services Private client services including strategic trust structuring, private foundations, family office services, global tax compliance, real estate structures and philanthropic advisory for ultra-high-net-worth individuals and families.
- Private Family Office Services Comprehensive family office services for ultra-high-net-worth families including single-family office formation and administration, governance structures and wealth succession planning.
Companies that use Oak Group
Customer profileNamed customers2 records
Segments1 record
Ideal customer profiles3 records
Oak Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Oak Group partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- AccurocoreLeading trust and private office business acquired by Opera, with offices in Jersey, Geneva, London and Mauritius. Known for valued-based culture, technical expertise and client service. Now part of Opera's expanded portfolio.
- Meritus Trust Company LimitedcoreBermuda-based trust firm serving families across the Americas and internationally, specialising in family governance, cross-border trust administration and estate planning. Acquired by Opera in April 2026.
- HFL LimitedcoreFamily-owned fiduciary and fund administration firm in Guernsey with over 40 years of experience serving venture capital clients and private clients. B Corporation certified. Part of Project Overture.
- Amber Trust LtdcoreBahamian fiduciary business acquired by Opera, specializing in services for ultra-high-net-worth individuals and families. Now operates under Oak brand as Oak Bahamas.
Scale indicators7 records
Recent moves6 records
Expansion highlights6 records
Oak Group competitors and assessment
Company assessmentDirect peers
- JTC Group: JTC Group is a Jersey-headquartered provider of fund, corporate, and private client services with deep Crown Dependencies presence. Direct competitor across all three of Oak's service pillars; Oak's Guernsey MD James Tracey joined from JTC's Guernsey office.
- Ocorian: Ocorian is a Jersey-headquartered provider of fund administration, corporate, and fiduciary/private client services formed from the merger of Estera and SGG. Direct competitor across Oak's three service pillars with overlapping Crown Dependencies and offshore jurisdictions.
- TMF Group: TMF Group is a Netherlands-headquartered provider of fund administration, corporate secretarial, and accounting services across 80+ jurisdictions. Direct competitor to Oak's Funds and Corporate Services pillars with comparable multi-jurisdictional licensing model.
- IQ-EQ: IQ-EQ is a Luxembourg-headquartered administrator focused on fund services, private wealth, and corporate services with offices across Europe, the Americas, and Asia. Direct competitor to Oak's fund administration and private client services.
- Butterfield Group: Butterfield is a Bermuda-headquartered bank and trust company with fiduciary, custody, and fund administration services across Crown Dependencies and Caribbean jurisdictions. Oak's Group Head of Private Office Katie Booth joined from Butterfield, indicating overlap in talent pools and client segments.
- Trident Trust: Trident Trust is a privately-held independent provider of trust, corporate, fund administration, and family office services across 25+ jurisdictions including Jersey, Guernsey, Cayman, BVI, and Mauritius. Closely comparable to Oak in scope, scale, and target client base.
- Conyers: Conyers is a Bermuda-headquartered law firm with fiduciary and corporate services in Bermuda, Cayman, BVI, Jersey, and Guernsey. Direct competitor for Bermuda-based clients (overlapping with Meritus) and corporate structuring mandates.
- Walkers Global: Walkers is an international law firm with fiduciary and corporate services in Cayman, Bermuda, BVI, Jersey, Guernsey, and Ireland. Direct competitor for high-end Cayman/Bermuda structures serving UHNW families and funds.
- Maples Group: Maples Group is an international law firm with fiduciary, fund administration, and corporate services in Cayman, BVI, Ireland, Jersey, and Dubai. Direct competitor across offshore fund administration and corporate services for Oak's target client base.
Broad incumbents
- Apex Group: Apex Group is the world's largest independent fund administrator with $2tr+ AUA and a global footprint spanning 50+ jurisdictions. It is a broad incumbent with overlapping fund administration, corporate services, and family office capabilities, though operating at much larger scale than Oak.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Oak Group social profiles
Digital presenceOak Group compliance and trust
Trust signalCompliance1 record
Oak Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Oak Group leadership team
Management profileNumber of profiles
Profiles8 records
Oak Group subsidiaries and ownership
Company hierarchySubsidiaries4 records
Oak Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Oak Group M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Oak Group
What does Oak Group do?
Oak Group is a privately-owned global provider of tailored fund administration, corporate and private client services operating across five jurisdictions (Guernsey, Isle of Man, Jersey, Mauritius, and The Bahamas). The company delivers three core service pillars: Funds Services (fund formation, administration, compliance, accounting, and governance for institutional and private fund clients), Corporate Services (global offshore incorporations, governance, secretarial services, escrow, listing services, and financial management), and Private Clients Services (strategic trust structuring, private foundations, family office services, global tax compliance, and philanthropic advisory). The firm manages $27.5bn+ in assets under administration with 250+ professionals, operating under Opera Group Limited.
Is Oak Group a public or private company?
Oak Group is a private company. It is classified as corporate owned and is currently operating.
When was Oak Group founded?
Oak Group was founded in 1999. It employs 101 to 250 people.
Where is Oak Group based?
Oak Group is headquartered in St. Peter Port.
How does Oak Group make money?
Three revenue lines are on record. Fund Administration Services are the primary driver. The others are corporate Services and private Client Services.
Who are Oak Group's main competitors?
Direct peers on record are JTC Group, Ocorian, TMF Group, IQ-EQ, Butterfield Group, Trident Trust, Conyers, Walkers Global and Maples Group. Apex Group is listed as a broad incumbent.
Does Oak Group have an API?
No public API is recorded for Oak Group.
What industry is Oak Group in?
Oak Group's product category is Fiduciary and Fund Administration Services. Its primary akta.pro industry code is FSAAADAD, Family Office Administration & Operations (Accounting, Reporting, Payroll), with a secondary code of FSAEAAAI, Family Office Advisory (Single/Multi-Family). Its NAICS code is 5611 and its SIC code is 8700.