We are an award winning alternative investment, corporate and private client administrator, recognised for our commercial expertise and dynamic culture that supports investment success for our clients.

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Update: More details released for long-awaited UAE Foreign Direct Investment Law
2018 | 08 Nov 2018

The Decree Law no.19 of 2018 (or FDI Law) will change the business landscape within the UAE, catalysing Foreign Direct Ownership (FDI) within the country.

Read more
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Ocorian to attend STEP Arabia Conference in Abu Dhabi, 11th November
2018 | 08 Nov 2018

STEP Arabia seeks to address key issues that are faced by private investors of the United Arab Emirates when conducting personal investments and educate investors on the significance of careful estate and trust planning.

Read more
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Family governance in the UAE - DIFC Foundations
2018 | 06 Nov 2018

In March 2018 the Dubai International Financial Centre (DIFC) introduced the Foundations Law DIFC Law No. 3 of 2018, for the establishment of foundations in the DIFC.

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10 reasons for setting up a Family Office
2018 | 05 Nov 2018

There are an ever increasing number of Family Offices being set up by wealthy families. Below we take a quick look at some of the main reasons these offices are being set up...

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Both Mauritius and the UAE enter global top 20 in World Bank's Doing Business 2019 Report
2018 | 01 Nov 2018

Following the release of World Bank's Doing Business Report 2019, both Mauritius and the UAE have risen to 20th and 11th respectively in the 'Ease of doing business' global rankings.

Read more
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Mauritius - Africa's investment hub
2018 | 31 Oct 2018

As a renewed 'scramble for Africa' sees foreign investment pouring into the continent from governments and businesses across the world, Mauritius' role as an International Finance Centre is becoming integral for entities wishing to invest in the continent.

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Explained: UAE Free Zones
2018 | 30 Oct 2018

As a result of it being a federal requirement to have at least 51% of the shares of a company held by a UAE national, free zones were established in order to attract foreign businesses to the region wishing to have full control of their business.

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Ocorian to attend Airline Economics Growth Frontiers Conference in Hong Kong, 29-31st October
2018 | 26 Oct 2018

Both Alan Booth and Christopher Morrissey are attending the Airline Economic Growth Frontiers Conference in Hong Kong, 29-31st October 2018.

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Ocorian's Kenny Curpen to speak at SIEP event, Côte d’Ivoire, 31st October
2018 | 25 Oct 2018

Kenny Curpen, Client Director heading the Ocorian Private Client practice for Africa, Middle East and Asia, will be addressing participants on the theme: Wealth preservation and transmission.

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How import substitution is transforming the African manufacturing industry
2018 | 24 Oct 2018

In an effort to decrease their dependence on developed countries, numerous African nations are employing a strategy of 'Import Substitution Industrialisation' (ISI) to increase their self-sufficiency in the manufacturing industry and stimulate domestic production.

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Ocorian wins 'Best Fund Services Provider' at Investment Week's Fund Services Awards 2018
2018 | 04 Oct 2018

We are delighted to announce that Ocorian's Alternative Investments team won the 'Best Fund Services Provider' accolade at Investment Week's Fund Services Awards 2018.

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Ocorian's Prapa Pearce listed in Citywealth's 2018 IFC Powerwomen Top 200
2018 | 20 Sep 2018

The list celebrates powerful women professionals in the global private wealth industry.

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Ocorian's primary investor Inflexion leads Preqin’s Global Private Equity rankings
2018 | 13 Sep 2018

We are pleased to announce that our parent company, Inflexion, tops Preqin’s 2018 Global Private Equity Fund Manager rankings.

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Ocorian shortlisted for Fund Administrator of the Year at British Private Equity Awards 2018
2018 | 07 Sep 2018

Congratulations to our Alternative Investments team! They have been shortlisted in the 'Fund Administrator of the Year' category in this year's Unquote British Private Equity Awards.

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Ocorian's Jersey branch receives STEP Employer Partnership Programme Gold Award
2018 | 04 Sep 2018

This awards Ocorian a 'hallmark of quality' for our commitment to supporting the continued professional development of our staff...

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Ocorian chosen as finalists in two categories for Investment Week's Fund Service Awards 2018
2018 | 29 Aug 2018

Ocorian's Alternative Investments team have been chosen as finalists in the 'Best Fund Service Provider' and 'Best Fund Services Solution' categories of Investment Week's Fund Services Awards 2018.

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Ocorian shortlisted for 'Trust Company (large firm)' and 'Multi-Family Office' of the Year
2018 | 06 Aug 2018

Ocorian are thrilled to announce that our Private Client team have been shortlisted for the prestigious STEP Private Client Awards 2018/19 in the 'Trust Company (large firm)' and 'Multi-Family Office' categories.

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ABAX shortlisted as best local Fund Administrator in Private Equity Africa Awards
2018 | 29 May 2018

ABAX Corporate Services, which officially became part of Ocorian in April this year, has been shortlisted in Private Equity Africa's 7th Annual GP & Advisor Awards in the category of best local 'Fund Administrator'.

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Ocorian's newly acquired ABAX Corporate Services wins 'Top Performing Consultant' in DMCC Consultant Awards 2018
2018 | 06 Apr 2018

For the second year running, Ocorian's newly acquired ABAX Corporate Services has been awarded the accolade of 'Top Performing Consultant' in the Dubai Multi Commodities Centre's (DMCC) annual 'Consultant Awards' - recognising the work and value of consultants registered within the DMCC Free Zone.

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Ocorian shortlisted for 'Family Office of the Year' at the Citywealth Magic Circle Awards 2018
2018 | 22 Feb 2018

Ocorian has been shortlisted for 'Family Office of the Year' at the Citywealth Magic Circle Awards 2018.

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Ocorian to attend STEP Arabia Conference in Abu Dhabi, 11th November
2018 | 08 Nov 2018

STEP Arabia seeks to address key issues that are faced by private investors of the United Arab Emirates when conducting personal investments and educate investors on the significance of careful estate and trust planning.

Read more
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Ocorian to attend Airline Economics Growth Frontiers Conference in Hong Kong, 29-31st October
2018 | 26 Oct 2018

Both Alan Booth and Christopher Morrissey are attending the Airline Economic Growth Frontiers Conference in Hong Kong, 29-31st October 2018.

Read more
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Ocorian's Kenny Curpen to speak at SIEP event, Côte d’Ivoire, 31st October
2018 | 25 Oct 2018

Kenny Curpen, Client Director heading the Ocorian Private Client practice for Africa, Middle East and Asia, will be addressing participants on the theme: Wealth preservation and transmission.

Read more
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Ocorian to attend ALFI Leading Edge Conference 25th October, London
2018 | 24 Oct 2018

The conference will focus on substance, delegation and governance requirements in Luxembourg in light of the Commission de Surveillance du Secteur Finance (CSSF) circular 18/698 and the continuing uncertainty surrounding Brexit.

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Ocorian to attend GTR's Africa Trade & Infrastructure Finance Conference
2018 | 22 Oct 2018

The conference is a key annual gathering for domestic and international trade, export and project finance professionals with an active interest in Africa.

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Why the asset-backed securities market is flourishing in the US
2018 | 10 Oct 2018

Following the recent ABS East Conference in Florida, Ocorian's Associate Director of Product Development, Sinead McIntosh, highlights the salient points impacting the burgeoning US asset-backed securities industry.

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Ocorian's John Félicité meets with South African ex-President FW De Klerk
2018 | 02 Oct 2018

Mr De Klerk referred to Africa as the 'awakening giant', expressing the need for sound, capable governance on the continent.

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Ocorian to attend Mazars International Tax Conference, 4th October
2018 | 02 Oct 2018

The event will focus on 'The future of tax: What is next?', exploring how the international business landscape has been shaped by the tax changes...

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Ocorian to attend ALFI U.S. Roadshow in New York & Boston, 9-10th October
2018 | 02 Oct 2018

The events will look at Luxembourg solutions for raising capital in Europe and wider markets.

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Ocorian to moderate discussion panel at Family Office Forum, 2-3rd October, London
2018 | 28 Sep 2018

Richard will moderate a discussion entitled, 'Diffusing potential family disagreements, avoiding financial disputes and creating harmony'...

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Both Mauritius and the UAE enter global top 20 in World Bank's Doing Business 2019 Report
2018 | 01 Nov 2018

Following the release of World Bank's Doing Business Report 2019, both Mauritius and the UAE have risen to 20th and 11th respectively in the 'Ease of doing business' global rankings.

Read more
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Ocorian expands Corporate Trust service with Loan Administration and Debt Restructuring
2018 | 16 Oct 2018

Ocorian has extended its growing Corporate Trust offer with the launch of two new services: Loan Administration (including Facility Agent and Security Agent services) and Debt Restructuring.

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Ocorian extends AMEA offering with full range of investment and expansion services
2018 | 02 Oct 2018

Following its acquisition of African and Middle East business services provider ABAX in April 2018, Ocorian launches a new package of services tailored specifically for those wishing to invest and operate into or out of the burgeoning AMEA region.

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Going Global: Ocorian announces 49 international promotions
2018 | 04 Sep 2018

As we begin another financial year, we are pleased to announce the promotion of 49 staff worldwide; ten to Director level positions.

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NYC appointment gives US investors access to and from European and African funds market
2018 | 20 Jun 2018

US private equity and real estate fund managers can now access a full range of specialist European and African fund structures and SPC investment vehicles with the appointment of investment specialist, Nicolas van Heule, as Director of North America operating from Ocorian’s New York office.

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Trust us, we're the experts
2018 | 15 Jun 2018

This month’s Global ABS 2018 in Barcelona provided the ultimate platform for us to launch our new Corporate Trust offering.

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Wondering what the future of financial services looks like or where disruptive technology fits in?
2018 | 08 Jun 2018

In a recent interview with Propero Partners, Ocorian's MD and Propero's new leader, Alan Booth shared his views on where he thinks our sector is headed.

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Ocorian launches new Corporate Trust offering with three additional senior-level banking hires
2018 | 22 May 2018

Ocorian has launched its new Corporate Trust offering with the appointment of three experienced professionals from the banking sector: Sally Gilding, Chris Wilson and Sinead McIntosh. The new service complements and extends our existing range of global Corporate Services.

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Acquisition Completed: Intruma and Intruad are now part of Ocorian
2018 | 13 Apr 2018

Following regulatory approval, we are excited to announce that the acquisition of Intruad Management Services, Amsterdam and Intruma Corporate Services, Luxembourg, into Ocorian has now completed.

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Ocorian's newly acquired ABAX Corporate Services wins 'Top Performing Consultant' in DMCC Consultant Awards 2018
2018 | 06 Apr 2018

For the second year running, Ocorian's newly acquired ABAX Corporate Services has been awarded the accolade of 'Top Performing Consultant' in the Dubai Multi Commodities Centre's (DMCC) annual 'Consultant Awards' - recognising the work and value of consultants registered within the DMCC Free Zone.

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Ocorian completes acquisition of ABAX
2018 | 05 Apr 2018

Ocorian has completed its acquisition of ABAX Corporate Services, extending its service range and capability across Africa, Asia and the Middle East.

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Ocorian appoints Jorge Sánchez-Galiani as Associate Director
2018 | 21 Mar 2018

Ocorian is pleased to announce the appointment of Jorge Sánchez-Galiani, as Associate Director – Marketing Operations and Insight.

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Ocorian appoints Alan Booth as Managing Director of UK operation
2018 | 12 Mar 2018

Appointment reinforces strategic growth of Ocorian's corporate services business

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International Women's Day 2018
2018 | 08 Mar 2018

With 21 years' experience in international financial services under her belt, today Prapa Pearce is one of Ocorian's most respected Executive Directors. When she's not busy handling the complex needs of a diverse portfolio of clients, including high net worth individuals and international companies, Prapa is busy juggling motherhood.

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Ocorian to acquire ABAX
2018 | 06 Feb 2018

Acquisition extends Ocorian’s international reach across Africa, Asia and the Middle East.

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Ocorian to Acquire Jersey-Based Private Client and Corporate Services Provider, Capco Trust
2018 | 24 Jan 2018

Acquisition expands capability across all aspects of International Maritime Structuring

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Ocorian completes acquisition of MAS International to extend its Fund and Corporate Services in Luxembourg & Mauritius
2017 | 15 Jan 2018

Regulators in Luxembourg and Mauritius approve acquisition

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New Business Development Director appointed by Ocorian
2017 | 09 Nov 2017

Ocorian delighted to announce the recent appointment of a new Director to their Business Development team.

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Ocorian appoints new Business Development Director for Alternative Investments
2017 | 17 Oct 2017

Ocorian is pleased to announce the recent appointment of a new Director to their Business Development team.

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Ocorian acquires Intruad and Intruma, extending its international corporate services across Luxembourg and into the Netherlands
2017 | 09 Oct 2017

Ocorian is pleased to announce that it has entered into a definitive agreement to purchase independent affiliates Intruad Management Services, Amsterdam and Intruma Corporate Services, Luxembourg, corporate service providers of company incorporation, management and administration.

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Claire Le Brocq joins Ocorian's Executive Committee
2017 | 12 Sep 2017

Appointment reflects company’s ongoing success and ambitious international growth plans.

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The evolving Fund Management landscape post-Brexit - How best to prepare
2017 | 07 Sep 2017

Philip Bolton, Executive Director at Ocorian, will present his thoughts on the future for fund management post Brexit at Capital Creation 2017 in Monaco on Thursday 14 September.

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Ocorian to Acquire Funds and Corporate Services Business MAS International
2017 | 18 Jul 2017

Ocorian, announced today that it has entered into a definitive agreement to purchase MAS International (“MAS”), an independent fund administration and corporate services provider.

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Ocorian launches a dedicated Protector Services offering
2017 | 06 Jul 2017

As a result of increasing demand from clients and advisers, Ocorian has incorporated a dedicated company whose sole focus is the provision of protector and enforcer services.

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Ocorian Appoints new Director of Client Reporting
2017 | 05 Jul 2017

Ocorian is delighted to announce the recent appointment of a new Director to their Client Reporting team.

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Ocorian Appoints New Director to their Business Development Team
2017 | 03 Jul 2017

Ocorian is pleased to announce the recent appointment of a new Director to their Business Development team.

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Ocorian Appoints new Associate Director of Marketing Communications
2017 | 29 Jun 2017

Ocorian is pleased to announce the recent appointment of a new Director to their Marketing team.

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Ocorian take part in Landaid 10k run
2017 | 14 Jun 2017

On Thursday 8th June 'Team Ocorian' joined hundreds of runners at Clapham Common, London to take part in the annual LandAid 10K.

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Ocorian Appoints CRM Specialist
2017 | 15 May 2017

Ocorian is pleased to announce the recent appointment of Craig Churcher as Research and CRM Manager. Craig has been appointed as a key new member of Ocorian's marketing team and will be specifically facilitating the implementation of a leading CRM system [of Sales Force] within in the business.

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Ocorian Appoints Specialist Client Director for the Middle East
2017 | 21 Apr 2017

Ocorian is pleased to announce the recent appointment of Brian Carey as a specialist Client Director. Brian was appointed to specifically support Ocorian's strategic growth plans and service offering into the Middle East.

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"Laying down the law," Real Estate European Regulation Roundtable
2017 | 07 Apr 2017

Simon Burgess, Managing Director of Funds and Real Estate at Ocorian joins a panel of industry experts to discuss the impact of Brexit and other European regulatory issues likely to influence the real estate sector.

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"Laying down the law," Real Estate European Regulation Roundtable (1)
2017 | 07 Apr 2017

Simon Burgess, Managing Director of Funds at Ocorian sits down with real estate peers to discuss the impact of Brexit and other European regulatory issues to the real estate financial sector.

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Ocorian appoints two new members to its Senior Management team
2017 | 30 Mar 2017

Ocorian is pleased to announce the recent appointment of two new members to their senior management team (Executive Committee), Richard Summerfield as Global HR Director, and Stuart Layzell as Chief Financial and Operating Officer.

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Bedell Trust's Business Continues its Evolution
2016 | 15 Nov 2016

Following the completion of the management buyout in September 2016, Bedell Trust's administration business continues on its progressive trajectory. As a fully independent business, we are now even better positioned to provide our clients with the very highest standards of service. Aligned to this evolution, we are delighted today to launch our new brand and identity, "Ocorian."

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Bedell Trust announces completion of management buyout and wins 'Trust Company of the Year' at annual STEP awards
2016 | 15 Sep 2016

Bedell Trust, the leading award-winning provider of corporate, fund and fiduciary services, is pleased to confirm that the management buyout ("MBO") announced earlier in April 2016 has successfully received all regulatory approvals and completed on Monday 12th September.

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Bedell Trust announce management buyout
2016 | 06 Apr 2016

Bedell Trust, the leading award-winning provider of corporate and fiduciary services has announced today a management buyout (MBO) of its business for an undisclosed sum.

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Bedell Trust expands global office network into Luxembourg
2016 | 11 Feb 2016

Bedell Trust has strengthened its presence in European markets by opening an office in Luxembourg to provide corporate, private equity/real estate and private wealth administration services.

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Bedell Trust CEO selected as one of the most influential for fifth time
2015 | 26 Nov 2015

Nick Cawley, partner and chief executive officer at Bedell Trust, has again been included in the list of top 50 most influential private client professionals.

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Bedell Trust exam successes at ICSA ceremony
2015 | 06 Nov 2015

Four of Bedell Trust’s fund and wealth management professionals have been recognised for their academic achievements at the recent Institute of Chartered Secretaries and Administrators (ICSA) awards evening.

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Bedell Trust to attend STEP Asia 2015
2015 | 02 Nov 2015

Bedell Trust is once again one of the sponsors at the STEP Asia Conference which returns to Singapore for 2015 and takes place at the Marina Bay Sands from 11 - 12 November, 2015.

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Bedell Trust and Singapore Trust Company announce senior appointment
2015 | 06 Oct 2015

Bedell Trust and Singapore Trust Company are delighted to announce the recruitment of Robert Ayliffe as Bedell Trust, Managing Director Asia, with effect from 1st November 2015.

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Bedell Trust announces series of appointments
2015 | 02 Oct 2015

Bedell Trust has strengthened its private wealth management team and made nearly 20 promotions across the business including directors, senior managers and trust officers.

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Bedell Trust has three named in industry rising stars list
2015 | 15 Sep 2015

Bedell Trust has two practitioners featured in the list of the ‘Top 35 Under 35’ published this week by the leading private wealth publishing group, eprivateclient.com (Private Client Practitioner).

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Bedell Trust acquires a majority stake in Singapore Trust Company Pte Ltd
2015 | 07 Sep 2015

Bedell Trust has expanded its international presence through the acquisition of a majority stake in Singapore Trust Company Pte Ltd (STC), a well established fiduciary and corporate services business in Singapore.

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Bedell Trust recognised by STEP and Skills Jersey for training
2015 | 27 Aug 2015

Bedell has been awarded the Gold accreditation as part of the STEP Employer Training Scheme, one of two recent awards the firm has received for its commitment to nurturing skills and training within its organisation.

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Bedell Trust named finalist in two STEP Private Client Awards
2015 | 28 Jun 2015

Bedell Trust has been shortlisted in a category in the prestigious STEP (Society of Trust & Estate Practitioners) Private Client Awards for 2015.

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Bedell Trust shortlisted for further awards
2015 | 12 Mar 2015

Bedell Trust has been further shortlisted in the ‘Independent Trust Company of the Year’ and ‘Family Office of the Year’ categories in the Citywealth Magic Circle Awards 2015.

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Bedell Trust acts in ground breaking longevity structure
2015 | 02 Mar 2015

Bedell Trust has assisted Artex Risk Solutions and PwC in the creation of a new regulated insurance platform structured as an ICC (Iccaria Insurance ICC Limited).

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Bedell shortlisted for the Wealthbriefing European Awards 2015
2015 | 27 Feb 2015

Bedell and two of its partners have been shortlisted in the WealthBriefing European Awards 2015.

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Bedell Trust retains its position on "Most Admired" list for fifth year
2015 | 20 Feb 2015

Bedell Trust has once again been included in the coveted list of "Most Admired UK Companies" in the private wealth sector.

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Bedell Family Office Director invited to join panel at Russian Wealth Advisers Forum 2015
2015 | 27 Jan 2015

Richard Joynt a director of Bedell Family Office, has been invited to participate on a panel discussion at the Russian Wealth Advisers Forum 2015, which takes place at the Dolder Grand Hotel in Zurich on 4 - 5 February 2015.

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Trust CEO named in influential list for fourth consecutive time
2014 | 09 Dec 2014

Nick Cawley, partner and chief executive officer at Bedell Trust, has been named among the top 50 most influential private client professionals for the fourth consecutive time.

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Bedell Trust Director to speak at Family Office Forum in Zurich
2014 | 07 Nov 2014

Ian Slack has been invited by Jersey Finance Limited to be a speaker at the Family Office Forum, a leading annual conference taking place at the Dolder Grand, Zurich on 12 November, 2014.

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Bedell Family Office Director invited to join panel at Family Office Super Summit 2014 in Miami
2014 | 03 Nov 2014

Richard Joynt of Bedell Family Office, part of Bedell Trust, has been invited to participate on two guest panel discussions at the well renowned Family Office Super Summit, taking place at the JW Marriott, Miami, USA from 11 - 13 November 2014.

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Bedell Fund Services named Best Fund Administration Team of the Year 2014
2014 | 03 Oct 2014

Bedell Fund Services named Best Fund Administration Team of the Year 2014

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Bedell Trust to attend STEP Asia 2014
2014 | 29 Sep 2014

Bedell Trust is once again one of the sponsors at the STEP Asia Conference which returns to Hong Kong for 2014 and takes place at the Grand Hyatt Hotel from 8 - 9 October 2014.

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Bedell Fund Services to attend BVCA Summit 2014
2014 | 16 Sep 2014

Bedell Fund Services are once again an exhibitor sponsor at the BVCA Summit 2014 which takes place at The Landmark Hotel, 222 Marylebone Road, London on Thursday 9 October 2014.

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Bedell Fund Services shortlisted at the British Private Equity Awards 2014 - your chance to vote for the winner
2014 | 05 Sep 2014

Bedell Fund Services has been shortlisted for the Fund Advisory - Administration Award. This recognises excellence within the UK private equity market and we therefore call for your support by voting for us here.

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Bedell Trust Depositary shortlisted for Best Fund Services Solution at the 2014 Investment Week Awards
2014 | 24 Jul 2014

Bedell Trust Depositary Services have been shortlisted in the forthcoming Investment Week Fund Services Awards 2014 for "Best Fund Service Solution", with the award ceremony taking place in London on 23rd September 2014.

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Bedell Fund Services shortlisted for Best Fund Service Provider and Best Fund Administration Team at the 2014 Investment Week Awards
2014 | 22 Jul 2014

Bedell Fund Services have been shortlisted in the forthcoming Investment Week Fund Services Awards 2014 for "Best Fund Service Provider" and "Best Fund Administration Team", with the award ceremony taking place in London on 23rd September 2014.

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Bedell Trust authorised to provide depositary services from London
2014 | 15 Jul 2014

Bedell Trust has received regulatory approval and a variation of permission from the Financial Conduct Authority to provide depositary services to UK Alternative Investment Funds ("AIFs") as well as "depositary-lite" services to non-EEA AIFs from its London office.

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Bedell Trust authorised to provide depositary services from Jersey
2014 | 23 Jun 2014

Bedell has received regulatory approval from the Jersey Financial Services Commission (the "JFSC") to provide depositary services from its Jersey office to all JFSC regulatory categories of investment funds, provided that the particular fund is either a closed-ended private equity fund (including a closed-ended infrastructure fund having the characteristics typical of a private equity fund) or a closed-ended real estate fund.

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Bedell Family Office Directors to speak at Elite Summit 2014 in Montreux
2014 | 10 Jun 2014

Ian Slack and Richard Joynt of Bedell Family Office, part of Bedell Trust, have been invited back to speak at the prestigious Elite Private Wealth Management Summit which takes place at the Fairmont Le Montreux Palace Hotel in Montreux, Switzerland on 17 June 2014.

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Bedell Fund Services expert to speak at AltAssets event in London
2014 | 29 May 2014

Philip Bolton, a director of Bedell Fund Services, will be speaking on a panel session at the AltAssets conference on the 3rd and 4th June in London.

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Bedell Trust Director invited to speak at Global Family Office Conference
2014 | 20 May 2014

Richard Joynt has been invited to join a panel at the prestigious Global Family Office Conference taking place at The Dorchester, London on 03 June 2014.

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Excellence Award for Bedell Family Office
2014 | 28 Apr 2014

Bedell Family Office has been named ‘Best Multi Family Office’ in the 2014 Wealth Adviser Awards, which recognises excellence among wealth managers and service providers.

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FCA AIFM application looms
2014 | 15 Apr 2014

Alternative Investment Fund Managers ("AIFMs") relying on the one year transitional provisions under the Alternative Investment Fund Managers Directive ("AIFMD") have been encouraged by the Financial Conduct Authority ("FCA") to submit their applications to manage Alternative Investment Funds ("AIF") before the 22 April 2014.

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Bedell makes 'Most Admired' list for fourth consecutive time
2014 | 20 Feb 2014

Bedell Trust has been included in the coveted list of ‘Most Admired UK Companies’ for the fourth consecutive year.

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Trust CEO named in list of Top 50 most influential
2013 | 21 Nov 2013

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Bedell Family Office makes short list for Spear's Awards
2013 | 24 Oct 2013

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Bedell Trust has two of the best
2013 | 18 Oct 2013

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Bedell Trust announce promotions across its business lines
2013 | 23 Sep 2013

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Bedell Creative Arts Programme announces the Original Works Concert
2013 | 12 Aug 2013

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Bedell Fund Services exhibiting at the BVCA Summit, London, 17 October 2013
2013 | 05 Aug 2013

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Bedell Trust changes to Terms of Business
2013 | 19 Jul 2013

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Bedell Family Office make STEP short list and highlight themes to emerge from Montreux summit
2013 | 15 Jul 2013

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Jersey's value to the UK economy
2013 | 10 Jul 2013

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Bedell advises 4D Global Energy Investments plc
2013 | 09 Jul 2013

Bedell advises Paris-based 4D Global Energy Advisors in connection with the investment by its third private equity fund.

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Bedell Family Office assists client syndicate in private equity investment
2013 | 04 Jul 2013

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Bedell Trust Directors to speak at Elite Summit 2013 in Montreux
2013 | 14 Jun 2013

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Bedell to offer depositary services
2013 | 22 May 2013

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Jersey agrees tax package with the UK and US
2013 | 20 Mar 2013

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Jersey Agrees Tax Package with the UK
2013 | 13 Mar 2013

Underlining its commitment to transparency and information exchange, the States of Jersey have confirmed its intention to adopt a package of tax measures with the UK, widely referred to as "UK FATCA", which are consistent with those agreed with Guernsey and the Isle of Man.

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Bedell Trust is one of 25 'Most Admired' firms for third consecutive year
2013 | 22 Feb 2013

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Bedell Fund Services implements leading industry software
2013 | 30 Jan 2013

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Bedell Trust expands Family Office offering with arrival of established specialist team
2013 | 08 Jan 2013

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Update: More details released for long-awaited UAE Foreign Direct Investment Law
2018 | 08 Nov 2018

The Decree Law no.19 of 2018 (or FDI Law) will change the business landscape within the UAE, catalysing Foreign Direct Ownership (FDI) within the country.

Read more
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Family governance in the UAE - DIFC Foundations
2018 | 06 Nov 2018

In March 2018 the Dubai International Financial Centre (DIFC) introduced the Foundations Law DIFC Law No. 3 of 2018, for the establishment of foundations in the DIFC.

Read more
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10 reasons for setting up a Family Office
2018 | 05 Nov 2018

There are an ever increasing number of Family Offices being set up by wealthy families. Below we take a quick look at some of the main reasons these offices are being set up...

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Mauritius - Africa's investment hub
2018 | 31 Oct 2018

As a renewed 'scramble for Africa' sees foreign investment pouring into the continent from governments and businesses across the world, Mauritius' role as an International Finance Centre is becoming integral for entities wishing to invest in the continent.

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Explained: UAE Free Zones
2018 | 30 Oct 2018

As a result of it being a federal requirement to have at least 51% of the shares of a company held by a UAE national, free zones were established in order to attract foreign businesses to the region wishing to have full control of their business.

Read more
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How import substitution is transforming the African manufacturing industry
2018 | 24 Oct 2018

In an effort to decrease their dependence on developed countries, numerous African nations are employing a strategy of 'Import Substitution Industrialisation' (ISI) to increase their self-sufficiency in the manufacturing industry and stimulate domestic production.

Read more
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Why do business in the UAE?
2018 | 23 Oct 2018

As trade tensions and security issues continue to stunt corporate growth within the developed world, increasing amounts of foreign investors are looking towards the UAE as a destination in which to conduct business.

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Conflict within wealthy families - why does it happen?
2018 | 18 Oct 2018

Following Prestel and Partners' Family Office Forum in London, Richard Joynt explores the key themes discussed surrounding intergenerational conflict when wealth is transferred within wealthy families.

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Regulatory Update: Changes to the Cayman Islands' AML legislation
2018 | 16 Oct 2018

Those with Cayman domiciled investment vehicles need to act now to ensure they are compliant with recent changes to the Cayman Islands' Anti-Money Laundering (AML) Regime.

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Why the asset-backed securities market is flourishing in the US
2018 | 10 Oct 2018

Following the recent ABS East Conference in Florida, Ocorian's Associate Director of Product Development, Sinead McIntosh, highlights the salient points impacting the burgeoning US asset-backed securities industry.

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A Land of Opportunity: Why is the UK investing in Africa?
2018 | 09 Oct 2018

As the UK government and business leaders continue to face uncertainty over Brexit and pursue a 'Global Britain' vision, Africa is finding increased favour as a destination for UK investment.

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A potential Brexit no deal for the asset management industry? Keep calm and carry on
2018 | 19 Sep 2018

As the UK Government continues to grapple with the EU over a suitable deal for both parties, Ocorian's Richard Hansford explores how the asset management industry is dealing with being in Brexit limbo.

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Enhanced oversight of Dutch trust offices
2018 | 11 Sep 2018

Following the Dutch Parliament's approval of a revised Dutch Trust Offices Supervision Act 2018, the integrity procedures of trust offices will come under increased scrutiny from the Dutch Central Bank...

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Part Three - Cultural sensitivity in Family Offices
2018 | 10 Sep 2018

With a growing spectrum of clientele hailing from a diverse array of backgrounds, Family Office professionals need to engender a greater degree of cultural sensitivity.

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International Fund Structures: Could the Cayman Islands 'Trump' Delaware?
2018 | 06 Sep 2018

Following Trump's H.R.1. legislation, which is considered to be the most significant overhaul of the US tax system in the past 30 years, Delaware faces stiff competition from the Cayman Islands as the primary domicile of choice for closed-ended investment funds.

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Nurturing young talent - An intern's view
2018 | 31 Aug 2018

Over the last year, George Wingrove, third year Business Management & Marketing student at Nottingham Trent, has been employed as our Marketing Assistant in the London office.

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Keep up or risk it all - the rise of specialist technology in fund administration
2018 | 23 Aug 2018

Microsoft Excel's prevalence within the asset management industry could be on the slide, and so could the fund administrators who continue to use it instead of specialist fund accounting technology.

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Escrows explored - what are they and how can they be of benefit?
2018 | 23 Aug 2018

Ocorian's Director of Transaction Management, Chris Wilson, addresses the question of why transaction parties may require the services of an escrow agent.

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Part Two - How to avoid family disputes when transferring wealth
2018 | 16 Aug 2018

As Family Offices continue to evolve, the private wealth industry is coming up with innovative ways to mitigate the risk of conflict escalating into major issues.

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If interest rates continue to rise, where to next for aircraft leasing?
2018 | 09 Aug 2018

People are now questioning whether the cyclical nature of aircraft leasing has in fact been redefined...

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Is your Employee Benefit Trust fit for purpose, or is it time for a review?
2018 | 06 Aug 2018

When it comes to corporate financial administration, the Employee Benefit Trust (EBT) tends to be left alone. Research happens, it gets set up, and then it is rarely reviewed for suitability yet left in place for years and years, only to be changed if something horrible happens.

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The real risks of directorship in real estate
2018 | 31 Jul 2018

Real estate investment comes with inherent risks, and any director who sits on a board that owns or runs an asset must be aware of these risks or face the consequences.

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The Great Unveiling - Ultimate Beneficial Owners
2018 | 25 Jul 2018

It may soon be a legal requirement for every corporate and other legal entity in Ireland to make the identity of their true owner accessible to the public.

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Taxing Capital Gains in UK Real Estate - What does it mean for non-UK resident investors?
2018 | 23 Jul 2018

Ocorian's Director in Real Estate Nick Terry, evaluates HMRC's official response to consultations with industry bodies regarding taxing Capital Gains made by non-UK resident investors in UK Real Estate.

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Part One - Why are Family Offices on the rise?
2018 | 19 Jul 2018

Following July's International Association of Young Lawyers (AIJA) Family Office seminar, Ocorian's Family Office expert and opening session moderator Richard Joynt, explores why Family Offices are experiencing a surge in popularity.

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Are you striving for operational excellence?
2018 | 12 Jul 2018

In the pursuit of operational excellence, an increasing number of investors and asset managers are engaging with specialist third parties to install oversight and control of their fund administration and accounting tasks. Ocorian's Richard Hansford explores why and where this technological expertise is helping CFOs to ring the changes.

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From hedging to value impact, these are the reasons why investors choose real estate
2018 | 09 Jul 2018

A qualified chartered surveyor with almost 20 years’ experience in the industry, Ocorian Client Director for Real Estate Nick Terry looks at the reasons why some choose to invest in real estate.

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The future of employee share ownership in Ireland
2018 | 06 Jul 2018

Following Ocorian's attendance at the Irish ProShare Association's (IPSA) Employee Share Ownership Day (ESOD) and Awards evening at the Google Ireland headquarters, Elaine Kennedy stresses the importance of share ownership plans within small and medium sized enterprises (SMEs) and how they can be vital in attracting and retaining key talent.

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The evolving role of the CFO
2018 | 25 Jun 2018

Amid a restless regulatory environment, Ocorian's Richard Hansford attended the CFO Forum in Lisbon this month to gauge how the role of the CFO is evolving and how outsourcing can ease their increasing burden.

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How agile is your corporate trustee?
2018 | 31 May 2018

With the launch of Ocorian’s new corporate trust services, Alan Booth - MD of Ocorian UK, reveals why we’ve moved into the area.

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WHAT'S IN A NAME? Selecting and appointing a fund administrator
2018 | 25 May 2018

In selecting a fund administrator, two key factors dominate above all else: reputation and relevant expertise.

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Where next for funds and investment structures - and what drives that choice?
2018 | 16 May 2018

How do fund managers choose the jurisdiction for their funds and investment structures? And why does Luxembourg remain so popular?

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OUTSOURCING: Sharing the administrative load
2018 | 11 May 2018

In our recent study, 1 in 4 fund managers highlighted an increased need to outsource fund administration to focus on core competences.

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RAMADAN: How to do business in the Middle East during the holiest month
2018 | 05 May 2018

Cultural awareness is recommended whenever you’re doing business outside of your home country - even small things can make a big difference to your relationships - but when it comes to the Islamic holy month of Ramadan, knowing the culture is essential if you want to continue to thrive, explains Ocorian's Brian Carey.

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THE RISE OF THE MACHINES: The increasing role of technology
2018 | 02 May 2018

According to our research, 70% of fund managers believe that smart technology will play an increasingly significant role in all areas of fund management and administration.

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8 things to consider before moving onshore that have nothing to do with tax
2018 | 30 Apr 2018

Ahead of speaking at this week's Investment Property Forum event in London, Ocorian's Simon Burgess, Head of Global Alternative Investments, discusses the future of real estate investment held offshore.

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CHANGING TIMES: The impact of political and regulatory measures
2018 | 26 Apr 2018

Increased regulatory pressure coupled with political uncertainty in the form of Brexit is prompting a review of operations and an uplift in jurisdictional shift.

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TOP 3 TRENDS: The future of Private Equity and Real Estate Fund Administration
2018 | 24 Apr 2018

In our new briefing paper, ‘The future of Private Equity and Real Estate funds administration' we review the current challenges and opportunities facing the administration of PE and RE funds and look ahead to future developments.

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Brexit brings a review, but unlikely to bring long-term negatives to UK funds market
2018 | 17 Apr 2018

With the timing of the Transitional deal agreed, Richard Hansford, Ocorian’s Director for Alternative Investments, says the UK funds market is still open for business.

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Will Brexit necessitate more creativity in portfolios?
2018 | 10 Apr 2018

The ever-present Brexit juggernaut continues to roll on. Richard Hansford, Ocorian’s Director for Alternative Investments, ponders the impact of the transitional period on the private equity and real estate markets.

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More hope, but volatility still sees South Africa's wealthy looking to offshore trusts
2018 | 03 Apr 2018

South Africa might be the most developed economy in Africa, but it faces a lot of well-documented issues. Ahead of the STEP South Africa conference, Ocorian’s Global Head of Private Client - and native South African - Grant Barbour looks at how wealthy South Africans are handling the volatility.

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Europe is giving securitisation a second chance - but where does London fit in?
2018 | 28 Mar 2018

While Europe celebrates another step forward with the Capital Markets Union, London is left wondering exactly how it can fit in post-Brexit. As Managing Director of Ocorian UK, Alan Booth brings us up to speed on developments.

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The life-cycle of a Family Office
2018 | 27 Mar 2018

All families are different and so too are their requirements when managing their family wealth. As a family extends – be it generationally, geographically or both – its needs and wants of a family office will evolve and change, as Ocorian’s Richard Joynt explains.

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Keeping it Real
2018 | 22 Mar 2018

Reflecting on last week’s successful MIPIM conference in Cannes, Ocorian’s Global Head of Alternative Investments - Simon Burgess - shares his insights and highlights.

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Where to Locate a Family Office: 5 Key Factors to Consider
2018 | 20 Mar 2018

In the past, high net worth families have often established their family offices in their home jurisdiction but those habits are changing. A more geographically dispersed family network and differing priorities across generations are leading to a more global outlook when it comes to locating their family office, as Ocorian’s Richard Joynt explains.

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What is a Family Office?
2018 | 13 Mar 2018

An increasing number of families are looking to Family Offices to help manage and protect their wealth. However not all Family Offices are the same with different types of office delivering everything from straightforward life administration to complex investment and asset management. Ocorian’s Richard Joynt and Amy Collins examine the options.

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Family Investment Companies
2018 | 22 Feb 2018

Family investment companies are fast becoming a popular alternative to trusts in wealth and succession planning, but what are the benefits and when should they be considered? Ocorian's Amy Collins compares the options.

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Real Estate and The UK Register of Trusts - what you need to know
2017 | 14 Dec 2017

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Change or be changed: The Trustee industry must adapt before it gets disrupted
2017 | 30 Nov 2017

Rudy Tan, Managing Director at Singapore Trust Company, a subsidiary of Ocorian, and Vice-President of the Singapore Trustees Association, provides his thoughts on what’s happening to the trustee industry.

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Budget 2017: How will the UK Government’s proposed capital gains tax changes impact overseas real estate investors?
2017 | 27 Nov 2017

Following last week’s Budget announcement, institutional investors in UK real estate could now face a capital gains tax levy on the disposal of all types of property – not just domestic.

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It’s more challenging to grow family wealth in Asia
2017 | 07 Nov 2017

New regulations mean wealth creation is becoming less of a priority for Asian families. Instead, they are turning to simple wealth preservation to protect the future, writes Rudy Tan, Managing Director at Singapore Trust Company, a subsidiary of Ocorian.

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New Investors and New Growth - Is Irish Aviation Finance Booming for the Better?
2017 | 06 Jul 2017

As a leading market in aviation finance, Ireland has seen unprecedented growth in recent years - but is this growth sustainable and what impact will forthcoming changes have for those looking to maximise a high yield of return?

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Fund Administration: DIY or Delegate to a Specialist?
2017 | 27 Jun 2017

Reliable fund administration is key to a successful investment platform. The growth in private equity, real estate and infrastructure investment managers opting to outsource their back-office fund administration continues to gather pace.

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Substance - ESMA raises the stakes
2017 | 20 Jun 2017

As David Davis starts UK Brexit negotiations in Brussels this week with a "positive and constructive" state of mind, despite the General Election result, ESMA continues to push back, turning its attention to the topic of "Substance".

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UK goes to the Polls and ESMA issues Brexit Opinion
2017 | 08 Jun 2017

Private Equity and Real Estate Fund Managers with operations in the UK are faced with the prospect of having to change their current operating models to protect their businesses in the face of Brexit, whether hard or soft.

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The drive for greater transparency - Who owns that property?
2016 | 02 May 2017

UK Government issues call for evidence on beneficial ownership register of non-UK ownership of UK property

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Substance to remain under the regulatory and political microscope
2016 | 08 Aug 2016

With the constant onslaught of compliance requirements and regulation from various local, national and international bodies and governments all over the world, the theme of substance remains a key topic of discussion in the alternative investment industry.

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The threat of cyber-attack is real and cannot be ignored
2016 | 05 Jul 2016

Many regulatory bodies and industry associations have highlighted, and continue to highlight the importance of cyber security. From the SEC in the US to the BVCA in the UK, the threat posed by cyber risks are real and can have a significant impact on companies operating in the alternative investment space.

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Competition for capital in the alternative investment market
2016 | 04 Mar 2016

It is safe to say that the competition for capital in the real estate and private equity industry is as competitive as it has ever been. With an ever-growing list of funds on the road seeking new capital; performance opens the door, but to win capital from new investor's organisations must demonstrate why investors should allocate their capital to them.

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The evolving role of the CFO at real estate and private equity houses
2016 | 15 Jan 2016

Over the last number of years, in particular since the global financial crisis, the role of the CFO at real estate and private equity asset management firms has evolved. The CFO's of today are not only responsible for tactically handling the day-to-day issues regarding crunching the numbers or managing third party service providers

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Private equity and real estate firms drive for timely and transparent reporting
2016 | 16 Nov 2015

The development of the Real Estate and Private Equity industry in recent years, coupled with an ever-evolving regulatory landscape and an investor base typically spanning multiple jurisdictions, has resulted in many firms adopting a more complex investment structure in order to limit the liability of the investor base, manage risk and mitigate tax leakage. As a result, this is putting a greater amount of pressure on new and evolving operating models.

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Ocorian wins 'Best Fund Services Provider' at Investment Week's Fund Services Awards 2018
2018 | 04 Oct 2018

We are delighted to announce that Ocorian's Alternative Investments team won the 'Best Fund Services Provider' accolade at Investment Week's Fund Services Awards 2018.

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Ocorian's Prapa Pearce listed in Citywealth's 2018 IFC Powerwomen Top 200
2018 | 20 Sep 2018

The list celebrates powerful women professionals in the global private wealth industry.

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Ocorian's primary investor Inflexion leads Preqin’s Global Private Equity rankings
2018 | 13 Sep 2018

We are pleased to announce that our parent company, Inflexion, tops Preqin’s 2018 Global Private Equity Fund Manager rankings.

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Ocorian shortlisted for Fund Administrator of the Year at British Private Equity Awards 2018
2018 | 07 Sep 2018

Congratulations to our Alternative Investments team! They have been shortlisted in the 'Fund Administrator of the Year' category in this year's Unquote British Private Equity Awards.

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Ocorian's Jersey branch receives STEP Employer Partnership Programme Gold Award
2018 | 04 Sep 2018

This awards Ocorian a 'hallmark of quality' for our commitment to supporting the continued professional development of our staff...

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Ocorian chosen as finalists in two categories for Investment Week's Fund Service Awards 2018
2018 | 29 Aug 2018

Ocorian's Alternative Investments team have been chosen as finalists in the 'Best Fund Service Provider' and 'Best Fund Services Solution' categories of Investment Week's Fund Services Awards 2018.

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Ocorian shortlisted for 'Trust Company (large firm)' and 'Multi-Family Office' of the Year
2018 | 06 Aug 2018

Ocorian are thrilled to announce that our Private Client team have been shortlisted for the prestigious STEP Private Client Awards 2018/19 in the 'Trust Company (large firm)' and 'Multi-Family Office' categories.

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ABAX shortlisted as best local Fund Administrator in Private Equity Africa Awards
2018 | 29 May 2018

ABAX Corporate Services, which officially became part of Ocorian in April this year, has been shortlisted in Private Equity Africa's 7th Annual GP & Advisor Awards in the category of best local 'Fund Administrator'.

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Ocorian shortlisted for 'Family Office of the Year' at the Citywealth Magic Circle Awards 2018
2018 | 22 Feb 2018

Ocorian has been shortlisted for 'Family Office of the Year' at the Citywealth Magic Circle Awards 2018.

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Ocorian wins 'Family Office of the Year' at the Citywealth IFC Awards 2018
2018 | 26 Jan 2018

Ocorian is delighted to announce that it has won 'Family Office of the Year' at the Citywealth IFC Awards

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Two Ocorian Directors acknowledged in 2017 IFC Powerwomen Top 200 list
2017 | 30 Nov 2017

Prapa Pearce and Helen Hendy have been recognised in Citywealth's 2017 IFC Powerwomen Top 200

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Ocorian wins ICSA Jersey Risk and Compliance Award 2017
2017 | 04 Oct 2017

Ocorian has won the Risk and Compliance Award at the ICSA Jersey Awards 2017.

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Ocorian wins 'Best Specialist Fund Service Solution' at Investment Weeks Fund Service Awards 2017
2017 | 04 Oct 2017

Ocorian's Alternative Investments team has taken top prize at Investment Week's Fund Services Awards winning Best Specialist Fund Service Solution.

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Ocorian chosen as finalist in four categories of the 2017 Fund Services Awards
2017 | 15 Aug 2017

Ocorian made a finalist in four categories of Investment Week's 2017 Fund Service Awards

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Ocorian shortlisted for two STEP Private Client Awards 2017/18
2017 | 16 Jun 2017

Ocorian's Private Client team shortlisted for two 2017/18 STEP Private Client Awards: Trust Company of the Year (large firm) and Multi-Family Office Team of the Year

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Ocorian recognised amongst Citywealth's Future Leaders Top 100
2017 | 13 Jun 2017

Congratulations to Amy Collins who has been listed amongst Citywealth's annual Future Leaders Top 100 list for 2017.

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Ocorian receives Top Trust Companies Accolade
2017 | 23 May 2017

Ocorian is pleased to have been named amongst the top tier recipients of 2017 eprivateclient Top Trust companies.

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Bedell Trust wins 2016/2017 'Trust Company of the Year' award
2016 | 19 Sep 2016

Ocorian (formerly Bedell Trust) has been named 'Trust Company of the Year' at the annual STEP 2016/2017 awards ceremony.

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Bedell Trust is named ‘Trust Company of the Year’ in private wealth awards
2016 | 19 May 2016

Ocorian has been named ‘Trust Company of the Year’ in the Citywealth Magic Circle Awards 2016. The award follows both a period of significant expansion by Ocorian and its recent announcement of a management buyout designed to further accelerate its growth plans.

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Bedell Trust shortlisted in four categories in this year's Citywealth Magic Circle Awards
2016 | 16 Mar 2016

Bedell Trust has been shortlisted in four categories in the Citywealth Magic Circle Awards, 2016, the only Jersey based organisation to have secured so many nominations.

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Bedell Trust celebrates 'Best Companies' Accreditation
2016 | 14 Mar 2016

Bedell Trust has been shortlisted in four categories in the Citywealth Magic Circle Awards, 2016, the only Jersey based organisation to have secured so many nominations.

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Ocorian to attend STEP Arabia Conference in Abu Dhabi, 11th November
2018 | 08 Nov 2018

STEP Arabia seeks to address key issues that are faced by private investors of the United Arab Emirates when conducting personal investments and educate investors on the significance of careful estate and trust planning.

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Ocorian to attend Airline Economics Growth Frontiers Conference in Hong Kong, 29-31st October
2018 | 26 Oct 2018

Both Alan Booth and Christopher Morrissey are attending the Airline Economic Growth Frontiers Conference in Hong Kong, 29-31st October 2018.

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Ocorian's Kenny Curpen to speak at SIEP event, Côte d’Ivoire, 31st October
2018 | 25 Oct 2018

Kenny Curpen, Client Director heading the Ocorian Private Client practice for Africa, Middle East and Asia, will be addressing participants on the theme: Wealth preservation and transmission.

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Ocorian to attend ALFI Leading Edge Conference 25th October, London
2018 | 24 Oct 2018

The conference will focus on substance, delegation and governance requirements in Luxembourg in light of the Commission de Surveillance du Secteur Finance (CSSF) circular 18/698 and the continuing uncertainty surrounding Brexit.

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Ocorian to attend GTR's Africa Trade & Infrastructure Finance Conference
2018 | 22 Oct 2018

The conference is a key annual gathering for domestic and international trade, export and project finance professionals with an active interest in Africa.

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Ocorian to attend AVCA and EMPEA African Summits, 23-24th October
2018 | 15 Oct 2018

Ocorian's John Félicité will attend EMPEA's 'Sustainable Investing in Emerging Markets' and the African Private Equity and Venture Capital Association (AVCA)'s 'Venture Capital in Africa' summits from 23-24th October in London.

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Ocorian's John Félicité meets with South African ex-President FW De Klerk
2018 | 02 Oct 2018

Mr De Klerk referred to Africa as the 'awakening giant', expressing the need for sound, capable governance on the continent.

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Ocorian to attend Mazars International Tax Conference, 4th October
2018 | 02 Oct 2018

The event will focus on 'The future of tax: What is next?', exploring how the international business landscape has been shaped by the tax changes...

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Ocorian to attend ALFI U.S. Roadshow in New York & Boston, 9-10th October
2018 | 02 Oct 2018

The events will look at Luxembourg solutions for raising capital in Europe and wider markets.

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Ocorian to moderate discussion panel at Family Office Forum, 2-3rd October, London
2018 | 28 Sep 2018

Richard will moderate a discussion entitled, 'Diffusing potential family disagreements, avoiding financial disputes and creating harmony'...

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Ocorian to attend EXPO REAL in Munich, 8-10th October
2018 | 27 Sep 2018

The meet is a leading European B2B platform and the biggest B2B trade fair in Europe, offering an ideal setting for efficient networking with professionals across the breadth of the supply chain.

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Ocorian to attend TSI Congress 2018 in Berlin, 27-28th September
2018 | 25 Sep 2018

This year's edition will focus on the theme of 'Securitisation and Asset Based Finance in Times of Change'...

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Ocorian to attend ISTAT EMEA in Prague, Czechia, 23-25th September
2018 | 21 Sep 2018

Across the three day event there will be several keynote speakers and a number of panel discussions examining the current climate within the commercial aviation sector.

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Ocorian to attend Cross Border Planning for the Private Client - Europe conference
2018 | 21 Sep 2018

The event will play host to a full spectrum of the intermediary market, high net-worth individuals (HNWIs) and families, giving in-depth coverage of the key aspects of advising HNWIs and families.

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Ocorian to attend ABS East Conference 23-25th September, Miami Beach, Florida
2018 | 20 Sep 2018

Ocorian's Managing Director of Corporate & Institutional, Alan Booth and Associate Director of Product Development, Sinead McIntosh, will be attending the 24th annual ABS East Conference, 23-25th September in Miami Beach, Florida

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Ocorian to attend and present at Africa Forward Together 2018, Mauritius
2018 | 19 Sep 2018

The theme for this year's event is 'Innovative Partnering' and around 30 delegates, from 12 African countries will be present.

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Ocorian to attend prestigious private equity forum Capital Creation in Monte Carlo, Monaco
2018 | 18 Sep 2018

In its 17th year, Capital Creation is a leading post-summer private equity forum with an unparalleled reputation among the senior European Private Equity players.

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Ocorian team to attend IFN UK Islamic Finance Week 2018, London
2018 | 04 Sep 2018

Ocorian's team of Sally Gilding, Chris Wilson and Alan Ross will attend Wednesday's UK Islamic Finance Week main event at Mansion House, London.

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JIBS 3rd Annual Real Estate & Real Estate Funds Conference
2018 | 06 Jun 2018

Ocorian's Nick Terry is attending this year's JIBS Real Estate conference.

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Global ABS Conference - June 2018
2018 | 21 May 2018

Come and join us at the 22nd Global ABS conference taking place 5-7 June 2018, in Barcelona, Spain.

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Ocorian to attend ALFI London Conference
2018 | 27 Apr 2018

Three of Ocorian's senior directors will be attending the 14th edition of the ALFI London Conference from 2-3 May 2018.

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Ocorian to attend AFSIC - Investing in Africa Conference
2018 | 25 Apr 2018

Ocorian Abax is proudly sponsoring the AFSIC Investing in Africa conference in London on 2-4 May, where three of our Directors are attending.

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Ocorian to attend Ishka's Aviation Finance Event - London, 11-12 April 2018
2018 | 29 Mar 2018

Ocorian is proud to sponsor Ishka's 'Investing in Aviation Finance' event in London on 11-12 April 2018, where three of its aviation finance experts will be in attendance.

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Ocorian to attend ISTAT Americas, San Diego
2018 | 28 Feb 2018

Executive Director Nigel Woods is attending ISTAT Americas in San Diego from 4 - 6 March 2018.

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Ocorian to attend MIPIM 2018
2018 | 20 Feb 2018

Ocorian is attending MIPIM, a leading real estate investment event, in Cannes from 13 - 16 March 2018.

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Ocorian to attend Airline Economics Growth Frontiers Dublin 2018 Conference
2018 | 15 Jan 2018

Executive Director Nigel Woods is attending the Airline Economics Growth Frontiers Conference in Dublin

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Ocorian to attend brand-new ALFI Private Equity and Real Estate Conference
2017 | 07 Nov 2017

Ocorian's Alan Ross is attending this year's ALFI Private Equity and Real Estate Conference, in Luxembourg from 21st-22nd November.

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Ocorian's Private Client Team to attend STEP Asia
2017 | 31 Oct 2017

STEP Asia's annual conference will be held at the Marina Bay Sands in Singapore, between 7th-8th November, and Ocorian is attending.

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Ocorian to attend STEP Arabia on 5th November
2017 | 27 Oct 2017

Ocorian's Brian Carey is attending a key private client event on November 5th.

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Ocorian attending Financial Centres Summit in Dublin
2017 | 03 Oct 2017

Ocorian's Nigel Woods will be present at one of Dublin's key Corporate Services events, the Financial Centres Summit.

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Ocorian to attend BVCA Summit, 11th-12th October
2017 | 02 Oct 2017

Ocorian's Tim Trott is attending the crucial private equity and venture capital event in London, on 12th October.

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Ocorian to attend EXPO REAL, Munich: 4-6 October 2017
2017 | 18 Sep 2017

Ocorian’s expert team, Richard Hansford and Nick Terry will be attending EXPO Real, Europe’s largest real estate and investment trade fair, in Munich from 4 to 6 October.

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Ocorian is pleased to be sponsoring The Private Equity Europe Forum
2017 | 19 Jun 2017

Ocorian is pleased to be sponsoring The Private Equity Europe Forum, Markets Group’s flagship private equity conference in Europe.

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Ocorian attend Jersey Real Estate Conference - 13 June 2017
2017 | 13 Jun 2017

Ocorian are delighted to be attending the 2nd Annual Real Estate and Real Estate Funds Conference at Hotel de France in Jersey on Tuesday 13th June.

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Ocorian is delighted to be sponsoring SuperReturn China 2017
2017 | 15 Mar 2017

Held at the Ritz-Carlton in Beijing from 24-26 April, this year's conference expects to welcome more than 300 of the most prominent Chinese private equity experts, spanning the entire investment spectrum from investors to managers, administrators to legal advisers.

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Ocorian to attend MIPIM 14 - 17 March 2017
2017 | 13 Feb 2017

We are once again attending MIPIM 2017, taking place in Cannes from 14 - 17 March 2017.

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Ocorian to attend Airline Economics Growth Frontiers Conference 16-18 January 2017
2017 | 13 Jan 2017

Ocorian is a leading provider of independent corporate administration services to private and institutional clients internationally and has a growing operational presence across many of the key financial centres.

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Ocorian Fund Services to attend ALFI European Alternative Investment Funds Conference 22 - 23 November 2016
2016 | 17 Nov 2016

Ocorian is an award winning and independent provider of private equity and real estate administration services and we will be attending the ALFI European Alternative Investment Funds Conference, which take place at the European Convention Center in Luxembourg on 22 - 23 November 2016.

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STEP Asia Conference Hong Kong 1 - 2 November 2016
2016 | 20 Oct 2016

Bedell Trust is once again one of the sponsors at the STEP Asia Conference which returns to Hong Kong for 2016 and takes place at the Grand Hyatt Hotel from 1 - 2 November, 2016.

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Bedell Real Estate team to attend MIPIM UK on 19-21 October
2016 | 13 Oct 2016

Bedell Fund Services is an award winning and independent provider of real estate fund and corporate administration services and we will be attending MIPIM UK on 19 - 21 October 2016.

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Bedell Fund Services to attend BVCA Summit 6 October
2016 | 27 Sep 2016

Bedell Fund Services is an award winning and independent provider of private equity and venture capital administration services and we will be attending the BVCA Summit 2016 in London on 6 October 2016.

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Bedell Fund Services to attend EXPO Real 4 - 6 October
2016 | 22 Sep 2016

Bedell Fund Services is an award winning and independent provider of real estate fund and corporate administration services and we will once again be attending EXPO Real in Munich from 4 - 6 October 2016.

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Bedell Trust is finalist in this year’s STEP Awards
2016 | 22 Jun 2016

Bedell Trust has been shortlisted in the ‘Trust Company of the Year’ category in the prestigious STEP Private Client Awards 2016/17.

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Bedell Trust directors to attend MIPIM 2016
2016 | 10 Feb 2016

We are once again attending MIPIM - the world's premier real estate event in Cannes, from 14-17 March 2016.

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The Future of Private Equity and Real Estate Fund Adminstration: a market insight
2018 | 23 Apr 2018

Ocorian's Alternative Investment team review the current trends in Private Equity and Real Estate Fund Administration.

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Focus on Philanthropy
Publications | 26 Sep 2017

Ocorian's Family Office team explore how wealthy families get the most out their donations. We have observed that there are two main factors in creating a successful outcome in the charity sector: Engagement and Rigour.

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Ocorian Private Client
Publications | 04 Sep 2017

Ocorian (previously Bedell Trust) was founded in 1971 and has extensive experience of establishing and managing complex high value structures for international clients, working directly with our clients, professional advisers and intermediaries.

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Jersey Investment Funds: An Overview
Publications | 01 Jul 2017

Jersey is one of the premier offshore jurisdictions for the establishment of investment funds and other investment structures. Jersey is highly regarded for the quality of its regulatory regime and its legal and other service providers. Investment funds contribute significantly to Jersey's finance industry and many innovative products and structures are available to suit all types of investor and promoter.

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Jersey Beneficial Ownership and Control Register - Update
Publications | 21 Jun 2017

The Companies Registry at the Jersey Financial Services Commission ("JFSC") is making changes to the way it collects information concerning beneficial ownership and control ("BO&C"). Jersey has made an international commitment to having an up to date and current (but non-public) centralised BO&C register.

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Protectors
Publications | 21 Jun 2017

As a result of increasing demand from clients and advisers, Ocorian has incorporated a dedicated company whose sole focus is the provision of protector and enforcer services.

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Common Reporting Standard Reporting and Account Holders
Publications | 26 May 2017

Following our last CRS briefing ('second update') issued in June 2016 to clients and their professional advisors, we are now able to provide a further update. This latest update covers the scope of persons and structures likely to be reportable under the CRS legislation. Additionally, this briefing also details the information that is required to be shared with the relevant local tax authorities.

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Services for Senior Private Equity Executives
Publications | 02 May 2017

The Family Office team at Ocorian have a number of Senior Private Equity Executives as clients. This factsheet summarises the main services that Ocorian provides to those clients.

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Outsourced Family Office Services
Publications | 02 May 2017

Ocorian (previously Bedell Trust) was founded in 1971 and has extensive experience of establishing and managing complex high value structures for international clients.

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Household Expense Tracking
Publications | 02 May 2017

The Family Office team at Ocorian regularly assist their client families with household expense tracking. This factsheet summarises the main features of this service.

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An Introduction to Trusts
Publications | 01 May 2017

A trust is a legal arrangement which exists in many jurisdictions where typically one person (a settlor) transfers assets to a trustee, who accepts ownership of the assets not for his or her own use and benefit but for the benefit of others (the beneficiaries).

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Anti-Financial Crime Briefing for Directors
Publications | 01 May 2017

Directors of vehicles subject to financial regulation and/or subject to Ani-Money Laundering regulation are required to ensure compliance with a long list of requirements. This briefing seeks to set these out at a high level to assist newly appointed or those directors who have been in the same position for some time with challenging the information they receive in relation to the operation of the vehicle that they are directors of.

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Employee Benefit Trusts (EBT)
Publications | 01 May 2017

Employee Benefit Trusts ("EBT's") have been around since the mid 1980s and are an increasingly popular approach used by corporates to incentivise, attract and retain key employees. These discretionary trusts are extremely flexible and continue to be used by companies for legitimate remuneration and tax planning structures.

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Shari'ah Compliant Investment Structures
Publications | 01 May 2017

We have firmly established ourselves as a leading provider of administration services for Shari’ah compliant investment structures. Our experience, which covers a broad cross-section of specialised Islamic finance arrangements, includes transactions involving Murabaha, Mudaraba, Musharaka, Ijara, and the Sukuk.

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Jersey Limited Liability Partnerships
Publications | 14 Apr 2017

Jersey LLPs are governed by the Limited Liability Partnerships (Jersey) Law 1997 (as amended, the "Law"). This briefing summarises the main requirements to form an LLP and highlights its principal features.

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Common Reporting Standard and the Impact on Employee Benefit Trusts
Publications | 29 Mar 2017

Ocorian previously issued a briefing in November 2015 ("first update") to all its clients and intermediaries regarding the status of CRS for such clients and structures administered by Ocorian in Jersey.

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Common Reporting Standard and the Impact on Employee Benefit Trusts - Brochure
Publications | 07 Mar 2017

CRS is the result of the drive by G20 nations to develop a global standard for the automatic exchange of financial account information.

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Common Reporting Standard ("CRS") and the Impact on Private Equity Investment Structures
Publications | 20 Feb 2017

CRS is the result of the drive by G20 nations to develop a global standard for the automatic exchange of financial account information. This follows the approach taken to implement United States ("US") FATCA.

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Private Trust Companies
Publications | 16 Feb 2017

A private trust company, or PTC as it is commonly known, is a useful vehicle to consider in the planning and establishment of trust structures for high net worth and ultra high net worth families. Rather than transferring assets to a professional service provider's trustee company, these clients may prefer to establish their own corporate trustee to be the trustee of the trusts which they plan to create.

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Employee Benefit Trust Management Services
Publications | 18 Jan 2017

Our dedicated team has been operating in the employee benefits industry for over 25 years as an independent provider of trustee services to a broad client base ranging from high profile FTSE 100 and 250 companies to private companies and partnerships.

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Common Reporting Standard and Real Estate Investment Structures
Publications | 15 Dec 2016

Following the implementation of the Common Reporting Standard on 1st January 2016, Ocorian's dedicated tax compliance and reporting team continues to proactively review the regulations and consider the potential implications for our clients.

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Common Reporting Standard ("CRS") and the Impact on Real Estate Investment Structures
Publications | 14 Dec 2016

CRS is the result of the drive by G20 nations to develop a global standard for the automatic exchange of financial account information. This follows the approach taken to implement United States ("US") FATCA.

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Ocorian Family Office Services Brochure
Publications | 01 Dec 2016

We understand that a wealthy family in the 21st Century have many demands on their time and many responsibilities arising from the wealth they have generated.

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S110 Aircraft Finance Structures
Publications | 01 Aug 2016

On the 6th February 2011 the Irish Finance Act 2011 enacted changes to Section 110 ("S110") of the Taxes Consolidation Act 1997 introducing aircraft and engines as qualifying assets (under the definition of "Plant and Machinery") and creating a new class of aircraft finance structure in Ireland.

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The Common Reporting Standard ("CRS") - second update (June 2016)
Publications | 15 Jun 2016

Bedell Trust previously issued a briefing in October 2015 ("first update") to all its clients and intermediaries regarding the status of CRS for such clients and structures usually administered by Bedell Trust Company in Jersey.

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The Common Reporting Standard Jersey Guidance Notes Update
Publications | 01 Mar 2016

Further to our briefing note "The Common Reporting Standard: draft Jersey legislation released" dated November 2015 ("November Briefing Note"), the Chief Minister's Department has published draft guidance notes dated February 2016 ("Guidance Notes") which provide guidance on the implementation of the Common Reporting Standard ("CRS") in Jersey.

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Aircraft finance structures and aircraft registration in mauritius
Publications | 15 Jan 2016

Aircraft are capital intensive assets and as a result, the acquisition of an aircraft and its commercial benefits should be effected through a tax efficient structure. This requires acquisition through a vehicle which is in a jurisdiction with a reliable legal system and a good regulatory framework coupled with advantages arising from tax treaties.

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Aircraft SPV administration
Publications | 13 Jan 2016

Ocorian Ireland is part of Ocorian, a leading provider of fiduciary services with offices in key financial centres - Jersey, Guernsey, London, Dublin, Mauritius, Singapore, Luxembourg and Cayman.

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International Shipping Finance in Ireland
Publications | 13 Jan 2016

Ocorian Ireland has extensive experience providing fiduciary, administrative and outsourcing services to the global asset finance industry and has a track record as a service provider to shipping finance transactions.

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The Foreign Account Tax Compliance Act ("FATCA") – update
Publications | 11 Nov 2015

FATCA was introduced by the United States in 2010. By the end of 2013 many overseas jurisdictions, including, in particular, Jersey, Guernsey, Cayman and the British Virgin Islands (Crown Dependencies and Overseas British Territories) had entered into Intergovernmental Agreements ("IGAs") with both the government of the USA and (in the case of the Crown Dependencies and Overseas British Territories) the government of the United Kingdom.

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The Common Reporting Standard ("CRS") update
Publications | 11 Nov 2015

The CRS initiative follows on the heels of US FATCA and, for Crown Dependencies, such as Jersey and Guernsey, UK FATCA. Although UK FATCA will be in force for exchanging information in 2016 for the Crown Dependencies it is anticipated that it will subsequently fall away and that UK FATCA regime will become part of CRS.

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Jersey Foundations: How are they being used?
Publications | 01 Nov 2015

The Jersey foundation was introduced in July 2009 as a new form of incorporated vehicle. From the beginning, three broad categories of use for the Jersey foundation - for succession planning, as orphan structures for specified purposes, and for philanthropy - have been clearly identified and continue to grow and develop, utilising the flexibility offered by the Foundations (Jersey) Law 2009 (the "Law").

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Jersey Very Private Funds
Publications | 01 Oct 2015

A popular choice with those fund promoters looking for a flexible vehicle with a light-touch regulatory regime is the Jersey 'Very Private Fund' ("VPF"). The key criteria for establishing a fund as a VPF is that it must not be offered to more than 15 potential investors, or have more than 15 investors at any one time. This note sets out a brief summary of the various advantages of using a Jersey VPF.

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Foundations: Migrating to Jersey
Publications | 01 Apr 2015

The Foundations (Jersey) Law 2009 (the "Law") allows for the establishment of Jersey foundations, and adds significantly to the structuring opportunities available to clients selecting Jersey as a jurisdiction for private wealth management purposes.

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Jersey Foundations
Publications | 01 Apr 2015

The Foundations (Jersey) Law 2009 (the "Law") allows for the incorporation of Jersey foundations. A Jersey foundation is an incorporated body, able to transact, and to sue and be sued, in its own name. It acts through its council, which is the body charged to administer the foundation's assets and carry out its objects.

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Philanthropy
Publications | 01 Apr 2015

For many people, philanthropy is a topic of increasing importance. Whilst philanthropy may, in strict terms, focus on the wellbeing of human kind, the term tends to be given a wider meaning, encompassing a broad range of giving initiatives. Some of those initiatives will be characterised as charitable in the relevant jurisdiction, others - albeit altruistic and benevolent in nature - may not.

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Non-charitable purpose trusts
Publications | 01 Feb 2015

Non-charitable purpose trusts are expressly provided for by the Trusts (Jersey) Law 1984 as amended (the "Trusts Law"). Whilst the Trusts Law provides that a trust will be invalid to the extent that "it is created for a purpose in relation to which there is no beneficiary, not being a charitable purpose", it also states that a trust will not be invalid by reason of this provision "if the terms of the trust provide for the appointment of an enforcer in relation to its non-charitable purposes, and for the appointment of a new enforcer at any time when there is none."

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The Duties of Directors under Jersey Law
Publications | 01 Feb 2015

The text of this briefing is limited in its application to Jersey companies. This is a complex area of law not easily summarised into short form. It follows that this briefing should in no way be regarded as exhaustive.

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Alternative Investment Fund Managers Directive: new Jersey regulations and the impact on existing Jersey structures
Publications | 01 Oct 2014

This briefing provides an overview of the regulatory authorisations which Jersey AIFs, Jersey AIFMs and other Jersey service providers require in order to continue their EU activities.

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Jersey Trusts
Publications | 01 Feb 2014

A "trust" is a legal arrangement which exists in many jurisdictions when one person (a "trustee") owns assets not for his own use and benefit but for the benefit of others (the "beneficiaries"). It is normal, but not essential, for a trust to be constituted in writing in the form of a "trust deed" or "trust instrument" which will set out the manner in which the beneficiaries can benefit from the trust, as well as the powers and duties which the trustees will have in administering the trust and its assets.

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The foreign account tax compliance act ("FATCA") - United States
Publications | 14 Aug 2013

The Foreign Account Tax Compliance Act ("FATCA") is US legislation which was signed into US Law in 2010 as part of the US Hiring Incentives to Restore Employment (HIRE) Act.

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Real Estate holding structures in Jersey
Publications | 01 Jun 2013

A wide range of Jersey entities may be used for real estate holding structures, with companies, limited partnerships and unit trusts being the most commonly favoured, often in combination. The choice of entity will depend principally on the proposed use of the entity and considerations such as structuring flexibility, limitation of liability and tax efficiency.

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Changes to the rules on Jersey Fund prospectuses
Publications | 01 Oct 2012

Changes are being made to the regulation of prospectuses issued by Jersey "certified funds" - that is, collective investment funds established under the Collective Investment Funds (Jersey) Law 1988.

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Jersey Expert Funds
Publications | 01 Jul 2012

This briefing explains the regulatory classification for collective investment funds established in Jersey qualifying as "expert funds". The expert fund classification provides a flexible "fast track" procedure for the establishment of investment funds in Jersey which is aimed at sophisticated, institutional and high-net-worth investors.

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Jersey Listed Funds
Publications | 01 Jul 2012

This briefing explains a new regulatory classification for listed investment funds established in Jersey, which was introduced by the Jersey Financial Services Commission (the "JFSC") with effect from 9 January 2007. The listed fund classification has been designed to provide a "fast track" procedure for the establishment of closed-ended collective investment funds that are to be listed on certain well-regulated stock exchanges or markets.

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Private Equity Funds in Jersey
Publications | 01 Jul 2012

Private equity funds are typically established as limited partnerships and this overview therefore focuses upon the principal features, formation, regulation and taxation of limited partnerships for such purposes.

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Jersey Private Placement Funds
Publications | 01 Jan 2012

A new private placement fund regime has been introduced in Jersey, with the issue of the Jersey Private Placement Fund Guide (the "Guide") by the Jersey Financial Services Commission ("JFSC") on 26 January 2012. The Guide sets out new criteria for the regulatory approval of closed-ended privately placed funds ("PPFs") with up to 50 professional or sophisticated investors, and is set to revolutionise the Jersey funds industry.

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Procedure for the incorporation of a Jersey Company
Publications | 01 Apr 2010

This briefing provides an outline of the procedure for the incorporation of a Jersey company. Jersey company law is governed by the Companies (Jersey) Law, 1991, as amended (the "1991 Law") which came into force on 30 March, 1992 and repealed the earlier Companies (Jersey) Laws, 1861 to 1968. Part 2 of the 1991 Law contains provisions dealing with the formation and registration of a Jersey company.

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