Built on more than 25 years of expertise, Oak Group is an international provider of private wealth and private capital services, with specialist fund capabilities in Jersey. Operating across Guernsey, Jersey, the Isle of Man, Mauritius and The Bahamas, Oak’s team of more than 200 professionals administers over $19 billion in assets, supporting internationally connected families, entrepreneurs, family offices, founders, fund managers, investors and institutions across increasingly sophisticated cross-border structures.
Established as Oak Group in 2018, the business brought together a number of respected independent firms with a shared commitment to exceptional client service, technical excellence and long-term relationships. Since joining Opera in 2025, Oak has accelerated investment in its people, technology, data and operational capabilities. Opera also expanded Oak's international footprint through the acquisition of Amber Trust Ltd in The Bahamas, now operating as Oak Bahamas.
Oak is a core part of Opera, a privately held financial services group building a new era of specialist private wealth, private capital and institutional expertise. Opera brings together Accuro, HFL, Meritus and Oak Group under patient, long-term ownership, while protecting the specialist expertise, client relationships and market knowledge that distinguish each business.
Opera is majority backed by Pula, the family office of Stephen Lansdown CBE, co-founder of Hargreaves Lansdown, alongside like-minded investors including Sealyham, the family office of Tom Scott. This ownership structure provides long-term capital and strategic support, allowing Opera and its businesses to invest with patience, focus and care.
Through Project Overture, Opera Limited’s five-year strategic plan, the group is investing in stronger platforms, deeper expertise and more connected services across jurisdictions. For Oak, this means greater access to specialist knowledge, international reach and shared investment, while preserving the personal, relationship-led service its clients value.
