/Investor DB

Oak Trustees (Jersey)

Funding platform

Guernsey · Seed · 86 people tracked

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Investment thesis

Oak Group provides fund administration, corporate services, and private client services including trust structuring, corporate governance, and private capital/institutional fund operations across multiple offshore jurisdictions.

Source: firm website, verified Oct 2, 2026.

Stage
Seed
HQ
Guernsey, GG
Founded
1999
Tracked investments
2
IPOs
1

Team · 86 people

from the firm's website
Acquilla Aranha· Senior Trust Officer
Angela Robinson-Law· Senior Project Manager, Transformation
Anna Botzenhardt· Client Services Director
Anna Sauvarin· Group Chief People Officer
Anthony Le Brun· Associate Director, Finance
Bhavish Banipersad· Client Services Director, Trust & Corporate
Bianca Jacques· Associate Director, Compliance
Carmel O'Shea· Associate Director, Client Accounting
Chantalle Ballay· Client Accounting, Trust & Corporate
Charley Clarke· Reviewer, Funds & Corporate
Cheryl Holl· Director, Legal & Regulatory
Chris Sharman· Client Director, Trust & Corporate
Claire Baker· Project Manager
Claire Heath· Senior Manager, Trust & Corporate
Claire Hyland· Executive Assistant to CEO
Craig Bachelet· Business Analyst
Daniel Savident· Director, Trust & Corporate
Diane Clarke· Director, Trust & Corporate
Elise Maunder· Manager, Trust & Corporate
Emile Thompson· Manager, Trust & Corporate
Emily Corfield· Senior Manager, Fund & Corporate Services
Emma Cowley· Head of Compliance
Emma Parmiter· Associate Director, Client Services
Emma-Louise Cragg· Marketing Executive
Giles Le Sueur· Associate Director, Fund & Corporate Services
Hans Goordeen· Manager, File reviews
Holly Skillett· Senior Administrator, People and Culture
Ita O’Sullivan· Director, Client Services
Jeannot Boulinot· Executive Director
Jen Norman· Executive Assistant, Private Clients
Jibran Ahmed· Group Chief Operating Officer
Jon Donald· Director, Trust & Corporate
Julie Coutu· Managing Director
Karen Bell· Manager, Client Services
Katie De La Haye· Manager, Funds & Corporate
Katie Dix· Programme Manager
Keshav Ramrecha· Group Information Security Officer
Lacinia Symonette· Senior Trust Officer
Laura Savident· Director, Trust & Corporate
Leon Gardner· Manager, Trust & Corporate
Linda De Cicmic· Manager, Trust & Corporate
Lisa McQuade· Assistant Manager, Trust & Corporate
Lucy Smith· Director, Trust & Corporate
Luke Kellett· Programme Manager
Mandy McCready· Manager, Client Services
Mangesh Ramjutton· Senior Manager, Compliance
Mark Collins· Head of Institutional – Jersey
Molly Campbell· Senior Manager, Trust & Corporate
Nathan Kelly· Manager, Trust & Corporate
Nicola Green· Client Services Director, Funds
Nooren Purmanund· Manager, Client Accounting
Oliver de la Fosse· Group Chief Financial Officer
Patience Garton· Manager, On/Off boarding
Paul Muir-Field· Senior Manager, Technology
Poonam Keenoo Seegoolam· Director - Operations
Raeez Agowun· Senior Accountant, Funds & Corporate
Rebecca Frain· Senior Manager, Compliance
Rebecca Gill· Financial Controller, Trust & Corporate
Sally Rothwell-Caley· Client Accountant Manager
Sally Sim· Manager, Risk and Review
Sam Matthews· Director, Trust & Corporate
Sandra Beckett· Accounting Manager
Sara Harborow· Manager - Client Accounting, Trust & Corporate
Sara Hart· Associate Director, Client Services
Sarah Earles· Director, Funds & Corporate Services
Sarlvesh Nuckcheddy· Senior Client Accountant
Sharon Clague· Senior Manager, Trust & Corporate
Shauna Gallienne· Senior Manager, People & Culture
Siobhan Bousfield· Director, Trust & Corporate
Sofie Alves· Manager, Statutory Compliance
Sophie Ferbrache· Head of Marketing, Communication & Business Development
Sophie Le Marquand· Senior Manager, Client Services
Sophie Walden· Manager, Compliance
Stephen Prosser· Associate Director, Fund & Corporate
Stuart Dowding· Group Head of Private Client
Swapna Peerthy· Senior Administrator, People & Culture
Tahlia Simey· Senior Manager, Client Services
Taryn Gordon· Senior Trust Officer
Vicky Law· Marketing Manager
William O'Dwyer· Transformation Lead
Yolanda Hilton· Senior Manager, Compliance

What they invest in

from 2 of 2 portfolio companies

AI & Machine Learning ×2Marketing Tech ×2SaaS ×2Creator Economy ×1Enterprise Software ×1Media & Entertainment ×1

HQs:United Kingdom×1United States×1

Investments · 2 tracked

founders shown can be your intro path
Adobeadobe.cominNASDAQ: ADBE

Adobe is the San Jose software company behind Photoshop, Acrobat and the Creative Cloud, Document Cloud and Experience Cloud subscriptions.

AI & Machine LearningCreator EconomyMarketing TechMedia & EntertainmentSaaSSan Jose, US

John Warnock(Founder)Charles Geschke(Founder)Shantanu Narayen(Chair and Chief Executive Officer)inDan Durn(Chief Financial Officer)inJohn Pestana(Founder)Josh James(Founder)in

Co-investorsValera CapitalBattery VenturesCrosslink CapitalPresence CapitalRedpoint Ventures

AlgoViralalgoviral.cominSeed

AlgoViral helps high-growth startups scale their social media presence using AI and data-driven automation.

AI & Machine LearningEnterprise SoftwareMarketing TechSaaSLondon, GB

Jonathan Baker(Founder)inPhilip Howson(Founder)in

Co-investorsInterwoven VenturesY CombinatorAgrolimen VenturesAxial VCGaingelsGlobal Founders Capital+4 more

Exits · 1

1 IPOs

AdobeNASDAQ: ADBE

Frequently asked questions

What stage does Oak Trustees (Jersey) invest at?
Oak Trustees (Jersey) invests at the Seed stage.
What sectors does Oak Trustees (Jersey) focus on?
Oak Trustees (Jersey) focuses on Enterprise Software.
Where is Oak Trustees (Jersey) located?
Oak Trustees (Jersey) is headquartered in Guernsey, GG.

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