St Peter Port·Professional services
Part of Opera Limited
Originally formed as Oak Trust in 1999. In 2018, consolidated with Consortia Partnership (Jersey), Kreston (Isle of Man), and IAG (Guernsey) to form Oak Group. In late 2023, received strategic investment from Pula (Stephen Lansdown's family office). In March 2025, completed transition to private ownership under Opera holding company. In April 2025, acquired Amber Trust Ltd (Bahamas), and subsequently acquired HFL, Accuro, and Meritus Trust Company Limited.
Oak Group is a privately-owned global provider of tailored fund administration, corporate, and private client services, established in Guernsey in 1999. The firm offers strategic trust structuring and stewardship, private trust company formation and administration, and global tax compliance and wealth reporting. It also provides corporate domiciliation and leadership solutions, strategic administrative and transactional support, and corporate governance and secretarial services. —
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Also covers
Pricing & termsFamily office
PeopleJames Tracey (Managing Director) · James Christie (Director - Client Relations, Funds & Corporate) · Ronan Morrison (Director, Funds & Corporate) · Nicola Green (Client Services Director, Funds & Corporate)
Known for
Also covers
PeopleJames Tracey (Managing Director) · James Christie (Director - Client Relations, Funds & Corporate) · Ronan Morrison (Director, Funds & Corporate) · Nicola Green (Client Services Director, Funds & Corporate)
Investment fund formation, structuring, and operational support.
From their website
Investment structures (inferred from the source page)
Transaction processing and support for corporate, trust, and fund structures, including sales and successions.
From their website
Succession planning
Original phrasing from their website — lines covered by a capability above appear within its card.
Last checked 13 May 2026·Google Business Profile
Key dates and recorded company events for Oak Group.
Compiled from public sources — mistakes are possible. If something here looks wrong, let us know.
Professional service established 2001; advisory, governance, risk management
Compliance, risk management, and business advisory firm founded 2001
Financial services business; wealth management and financial structuring
Professional services firm; corporate and private client fiduciary services
Insurance manager, part of Arthur J. Gallagher & Co.; Fairtrade supporter
Trust company; private client, family office, image rights, IP services