Fiduciary, corporate and fund administration firm Oak Group has promoted 12 colleagues across its Jersey, Guernsey, Isle of Man, and Mauritius offices.
In Jersey, Emily Corfield has been promoted to Senior Manager, Funds and Corporate. She joined the firm two years ago and has over a decade of industry experience.
Sophie Le Marquand becomes Senior Manager, Client Services, celebrating 18 years with Oak since beginning as a Trust Officer in 2007.
Rebecca Frain, who has over ten years of experience in compliance, has been promoted to Senior Manager, Compliance.
Julian Lebaillif has progressed to Administrator in Client Services, a year into his Oak career and while studying toward his STEP qualification.
In Guernsey, Rebecca Traynor has been promoted to Assistant Manager, Trust and Corporate, and Thomas Malagodi has been promoted to Senior Accounting Manager.
The news follows Oak’s transition to private ownership under Opera.
The firm said that “at the heart” of the “transformation” is Project Overture, Opera’s five-year strategic plan.
Kim Sgarlata, Group CEO, said: “These promotions represent much more than career milestones – they’re markers of the ambition, energy, and excellence that power Oak’s journey.
“As we continue to evolve under private ownership, our people remain at the heart of everything we do.
“Project Overture is our blueprint for the future, and these individuals will help lead the way.
“Congratulations to each of them on these well-deserved promotions and thank you to all our colleagues whose dedication drives our success every day.”
Anna Sauvarin, Chief People Officer, added: “At Oak, we believe in recruiting for attitude and developing for skill.
“These promotions reflect our people-first culture and the depth of talent across our jurisdictions.
“Through our Oak 8 values and a refreshed people strategy, we’re building a working environment where everyone can thrive, grow, and bring their true selves to work.
“Congratulations to all those recognised – we’re proud to be part of your career story.”