Opera

What Opera does

Opera Group Limited is a privately owned financial services holding company headquartered in St Peter Port, Guernsey, majority-backed by Pula, the family office of Stephen Lansdown CBE (co-founder of Hargreaves Lansdown), alongside Sealyham, the family office of Tom Scott. Founded in October 2023 under the five-year "Project Overture" strategic plan, the group delivers specialist fund, corporate, and fiduciary services to ultra-high-net-worth families, family offices, entrepreneurs, next-generation fund managers, and venture capital managers across eight jurisdictions — Guernsey, Jersey, Isle of Man, the Bahamas, Bermuda, Geneva, London, and Mauritius.

Opera's platform is organized as a portfolio of five sub-brands: Oak Group (the foundational fiduciary, corporate, and fund administration business with heritage dating to 1999), Oak Bahamas (formerly Amber Trust), HFL (Guernsey-based venture capital and private client specialist), Meritus Trust Company (Bermuda-based private client firm), and Accuro (multi-jurisdictional private wealth specialist with 220 professionals). The group states an AI-enabled technology platform providing real-time transparency, automation, and integrated ecosystems connecting banks, advisers, brokers, and emerging asset classes including tokenised investments. Approximately 600 professionals support the platform under group-level executives including CEO Kim Sgarlata, COO Jibran Ahmed, CFO Oliver de la Fosse, CCO Kate Finlayson, and CPO Anna Sauvarin.

The revenue model combines recurring fees from trust and fiduciary services, managed-services revenue from institutional-grade fund administration, and professional services fees for corporate structuring and governance advisory. Pricing is quote-based and tailored to client scope with no public disclosure. The go-to-market is enterprise field sales targeting UHNW clients through direct, relationship-led engagement. Following the proposed divestiture of Oak Fund Services, the platform is sharpening focus toward specialist private wealth, private capital, and institutional expertise.

Name

Opera

Legal name

Opera Group Limited

Website

https://operalimited.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

251–500 employees

Short description

Opera Group Limited is a privately owned Guernsey-based financial services group delivering trust, corporate, and fund administration services to ultra-high-net-worth families, family offices, and venture capital managers across eight jurisdictions via five sub-brands under the Project Overture five-year plan.

Ownership category

akta.pro rank

Product category

Private Wealth and Fiduciary Services

NAICS

Management of Companies and Enterprises (55111)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD)

akta.pro secondary industries

Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

Keywords

• Fiduciary services
• Trust administration
• Fund administration
• Private wealth management
• Family office services

Headquarters

HQ city

St. Peter Port

Offices9 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Trust and Fiduciary Services: Recurring fees from trust administration, fiduciary services, and wealth structuring for UHNW families and family offices
2. Fund Administration: Institutional-grade fund administration services for venture capital clients and investment structures
3. Corporate Structuring and Governance: Corporate structuring, governance advisory, and compliance services

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Opera Group Limited is a privately owned financial services platform that delivers fund, corporate, and fiduciary services through a portfolio of specialist sub-brands (Oak Group, Oak Bahamas, HFL, Meritus Trust Company, and Accuro). The company serves ultra-high-net-worth families, family offices, entrepreneurs, and institutional clients across eight jurisdictions with AI-enabled real-time transparency, automation, and integrated ecosystems. Opera operates under a five-year strategic plan called Project Overture, combining institutional credibility with long-term patient capital from family offices.

Product overview

Opera Group Limited is a privately owned financial services platform that operates as a portfolio of specialist businesses rather than a single unified product. The platform is organized around fund, corporate, and fiduciary services, bringing together five acquired sub-brands: Oak Group (the foundational business, dating to 1999), Oak Bahamas (formerly Amber Trust), HFL (Guernsey-based VC and private client specialist), Meritus Trust Company (Bermuda-based private client firm), and Accuro (multi-jurisdictional wealth specialist across Geneva, Jersey, London, and Mauritius). These businesses are united under Project Overture, a five-year strategic plan, and are supported by group-level infrastructure including the Opera Options employee incentive plan. The platform is designed to be AI-enabled, providing clients with real-time transparency, reduced friction through automation, and integrated ecosystems connecting banks, advisers, and brokers across jurisdictions. Opera also holds and proposes to divest Oak Fund Services as part of its strategic sharpening toward private wealth and private capital.

Differentiator

Problem solved

Functional benefit

Products and services

• Opera Group Platform Unified financial services platform bringing together fund, corporate, and fiduciary businesses under long-term private ownership, designed to deliver AI-enabled real-time transparency, automation, and integrated services across multiple jurisdictions.
• Oak Group A leading fiduciary, corporate, and fund administration business operating from Guernsey, Jersey, Isle of Man, Mauritius, and The Bahamas, serving ultra-high-net-worth individuals, families, and family offices with trust, governance, and succession planning services.
• Oak Bahamas (formerly Amber Trust) Bahamian fiduciary business offering proactive fiduciary services and concierge-level service to ultra-high-net-worth individuals and families, including family governance advice and single-family office establishment and operation.
• HFL Guernsey-based family-owned fiduciary and fund administration firm with over 40 years of experience serving venture capital clients, their investors, and private clients, with B Corporation certification. Provides bespoke platform services for VC managers, investors, and entrepreneurs.
• Meritus Trust Company Bermuda-based fiduciary business founded in 2010, trusted by families across the Americas and internationally with deep expertise in family governance, cross-border trust administration, and estate planning.
• Accuro Leading private wealth specialist with a 220-person multi-jurisdictional platform across Geneva, Jersey, London, and Mauritius, focused on ultra and high-net-worth families and entrepreneurs with values-driven culture, technical expertise, and client service.
• Oak Fund Services Fund administration business in Guernsey providing services to investment funds and their managers.

Quantifiable outcome

• Assets under administration exceeding $81 billion across eight jurisdictions
• +1 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Wyvern PartnersminorOthers · 1 October 2025Introduced the Meritus acquisition to Opera, acting as M&A advisor on the transaction.

Scale indicators13 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Hawksford: Hawksford is a Jersey-headquartered provider of corporate, fund, and private client services to UHNW individuals, family offices, and corporates. Strong Channel Islands presence and similar target market make it a direct comparable, particularly in the family office services niche.
• TMF Group: TMF Group is a global provider of corporate secretarial, accounting, tax, payroll, and fund administration services across 80+ jurisdictions. While broader in scope than Opera, its combination of cross-border corporate services and private client work makes it a direct operational peer in fiduciary and corporate structuring.
• JTC Group: JTC Group is a publicly-listed provider of fund administration, corporate, and private client services with significant Channel Islands presence. Targets similar UHNW family office and institutional client segments and is comparable in scale, jurisdiction mix, and service breadth to Opera.
• Ocorian: Ocorian is a leading global provider of fiduciary, fund administration, corporate, and private wealth services to UHNW families, family offices, and institutional clients. Operates across multiple jurisdictions including Channel Islands, Cayman, BVI, and Asia — directly comparable to Opera's multi-jurisdictional fiduciary platform.
• IQ-EQ: IQ-EQ is a global private wealth and fund administration group serving UHNW individuals, family offices, and alternative asset managers. Operates across similar jurisdictions to Opera (Guernsey, Jersey, Switzerland, Mauritius, Cayman) and competes directly for cross-border fiduciary mandates.
• Trident Trust: Trident Trust is a privately-owned independent provider of trust, fiduciary, fund administration, and corporate services with offices across the Caribbean, Channel Islands, Asia, and Americas. Closely comparable to Opera in target market (UHNW families and family offices), service mix, and cross-jurisdictional footprint.

Broad incumbents

• Apex Group: Apex Group is the world's largest independent fund administrator and a broad incumbent in fiduciary, corporate, and private wealth services with $3T+ AUA. Operates as a much larger diversified platform; competes with Opera across fund administration and increasingly in private wealth.
• CSC (Corporation Service Company): CSC is a global leader in business, legal, tax, and digital brand services with significant corporate and fiduciary capabilities (acquired Intertrust in 2021). A broad incumbent providing comparable corporate and trust services across many of the same jurisdictions as Opera.
• Vistra: Vistra is a major global provider of corporate, fiduciary, fund, and private wealth services with operations in 50+ jurisdictions. Larger and more diversified than Opera but competes directly in the cross-border corporate structuring and fund administration segments.

Regional players

• Butterfield: Butterfield is a Bermuda-headquartered bank and trust company providing private banking, wealth management, and fiduciary services. Comparable in target market and Channel Islands/Bermuda/Caribbean geographic mix, though broader as a banking group rather than pure-play fiduciary.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/opera-limited

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Opera