We are a leading independent fund, corporate and private client service provider, recognised for our commercial expertise and dynamic culture that supports investment success for our clients.
Ocorian is pleased to be sponsoring The Private Equity Europe Forum, Markets Group’s flagship private equity conference in Europe.
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
On Thursday 8th June 'Team Ocorian' joined hundreds of runners at Clapham Common, London to take part in the annual LandAid 10K.
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.
Congratulations to Amy Collins who has been listed amongst Citywealth's annual Future Leaders Top 100 list for 2017.
Ocorian is pleased to have been named amongst the top tier recipients of 2017 eprivateclient Top Trust companies.
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.
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.
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.
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.
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.
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".
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.
UK Government issues call for evidence on beneficial ownership register of non-UK ownership of UK property
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
Ocorian (previously Bedell Trust) was founded in 1971 and has extensive experience of establishing and managing complex high value structures for international clients.
The Family Office team at Ocorian regularly assist their client families with household expense tracking. This factsheet summarises the main features of this service.
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.
CRS is the result of the drive by G20 nations to develop a global standard for the automatic exchange of financial account information.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Bedell Trust 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.
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.
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.
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.
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.
