Oak Group has welcomed Sam Matthews as Client Director, Trust & Corporate in the Guernsey office.
Oak Group is pleased to announce the appointment of Sam Matthews (pictured) as Client Director, Trust & Corporate, further strengthening the firm’s leadership capabilities and commitment to serving ultra-high-net-worth (UHNW) clients.
With more than 15 years of industry experience, Sam brings deep expertise in managing complex UHNW structures, including trusts and companies, family offices, and pension arrangements. His strategic appointment as Client Director represents another key addition to Oak’s senior leadership team. He will lead a newly established private client team, reflecting the firm’s ongoing growth. Following the recent appointment of Julie Coutu as Managing Director, the pair will play a pivotal role in strengthening Oak’s private client services across international markets.
Sam’s arrival comes at a significant moment for the Group. Oak’s parent company, Opera, has recently completed the acquisition of Amber Trust Ltd, a Bahamas-based fiduciary business. Amber is known for its proactive fiduciary solutions and concierge-level service to UHNW individuals and families. Sam’s in depth experience in this segment will be instrumental in supporting and expanding the growing client book resulting from this strategic acquisition.
Julie Coutu, Managing Director of Guernsey commented: “We are thrilled to welcome Sam to our leadership team in Guernsey. His technical expertise, market insight, and dedication to client service are a perfect fit for our values at Oak. With Sam on board, we are exceptionally well positioned to support our expanding global client base and the exciting opportunities emerging from Opera’s acquisition of Amber.”
Commenting on his new role, Sam said: “It’s a great time to be joining Oak Group as it embarks on an exciting new chapter under Opera’s ownership. As the first business in the Opera portfolio and with Project Overture guiding long-term growth, there’s real momentum across the Group. I’m looking forward to contributing to Oak’s evolving private client offering, especially as we expand our UHNW services following the acquisition of Amber.”
