Oak Group
Oak Group is owned by Opera Limited, a new holding company backed by Pula, the family office of Stephen Lansdown, co-founder of Hargreaves Lansdown, along with like-minded shareholders such as Sealyham, the family office of Tom Scott. With a heritage dating back to 1999, Oak Group was formed in 2018 following the consolidation of 4 businesses. Since 2019, Oak Group had been majority owned and funded by the Guernsey listed Financial Services Opportunities Investment Fund Limited (FSOIF). FSOIF was managed by Ravenscroft Specialist Fund Management Limited, who played a pivotal role in guiding the group’s early development and fostering the open, client-centric culture that Oak boasts today. In late 2023, Oak Group received new strategic investment through FSOIF from Pula, the family office of long-time Guernsey resident Stephen Lansdown. Oak Group operates across Guernsey, Jersey, Isle of Man, and Mauritius, with more than 230 employees administering over £19 billion in assets. The group is known for its client-centric approach, commitment to excellence, and forward-thinking vision. Under the leadership of Kim Sgarlata, Oak embarks on a transformative journey of organic and inorganic growth, investing in its people, processes, technology, and data to establish itself as an industry-leading global fiduciary, corporate, and fund administration business. Following regulatory approval in March 2025, Oak completed its transition to private ownership under Opera. This new ownership structure is designed to drive long-term, sustainable growth and build a portfolio of global businesses. Opera stands for O for Oak, P for Pula, and E-R-A for a new era in financial services, reflecting the company’s vision of transformation and excellence. With a focus on people, process, technology, and data, and a commitment to embracing innovation to meet the needs of an evolving global market, Opera aims to become a world-class portfolio of businesses.
Oak Group
Oak Group is owned by Opera Limited, a new holding company backed by Pula, the family office of Stephen Lansdown, co-founder of Hargreaves Lansdown, along with like-minded shareholders such as Sealyham, the family office of Tom Scott. With a heritage dating back to 1999, Oak Group was formed in 2018 following the consolidation of 4 businesses. Since 2019, Oak Group had been majority owned and funded by the Guernsey listed Financial Services Opportunities Investment Fund Limited (FSOIF). FSOIF was managed by Ravenscroft Specialist Fund Management Limited, who played a pivotal role in guiding the group’s early development and fostering the open, client-centric culture that Oak boasts today. In late 2023, Oak Group received new strategic investment through FSOIF from Pula, the family office of long-time Guernsey resident Stephen Lansdown. Oak Group operates across Guernsey, Jersey, Isle of Man, and Mauritius, with more than 230 employees administering over £19 billion in assets. The group is known for its client-centric approach, commitment to excellence, and forward-thinking vision. Under the leadership of Kim Sgarlata, Oak embarks on a transformative journey of organic and inorganic growth, investing in its people, processes, technology, and data to establish itself as an industry-leading global fiduciary, corporate, and fund administration business. Following regulatory approval in March 2025, Oak completed its transition to private ownership under Opera. This new ownership structure is designed to drive long-term, sustainable growth and build a portfolio of global businesses. Opera stands for O for Oak, P for Pula, and E-R-A for a new era in financial services, reflecting the company’s vision of transformation and excellence. With a focus on people, process, technology, and data, and a commitment to embracing innovation to meet the needs of an evolving global market, Opera aims to become a world-class portfolio of businesses.