Helping clients to pursue their goals with confidence and trust
We deliver administration and compliance services for funds, corporate, capital markets and private clients.
No matter where in the world our clients' hold financial interests, or however they are structured or need to be supported, we will provide a tailored and personalised solution that is individual to their needs and fully compliant to the needs of their stakeholders, regulators and the investment itself.
We are where our clients need us to be …
Our global network is designed to put us exactly where our clients need us to maximise the potential of their business and investments. This international reach, supported by a broad range of specialised services, allows us to meet the individual needs of all types and size of client, on a local, regional and international level.
… and we work the way they want to work.
Our approach is personal, professional and flexible. We take the time to understand our clients’ ambitions and collaboratively deliver a high-end customised and scalable solution that suits them, whatever the stage of their company or investment life cycle.
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A consultative approach
Our highly qualified specialists deliver consistent, quality service. Our teams are equipped to handle large and complex engagements while ensuring transparency, security and peace of mind.
Solutions built around you
Our service delivery is designed around our clients' operating needs. We have a robust risk and control framework to ensure compliance in a highly regulated and continuously evolving industry.
Powered by tech to scale for growth
Using the latest proprietary and industry platforms, we deliver operational efficiencies with integrated workflows across your operations, processes and platforms.
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We are ambitious
We deliver work to the highest possible standard. We challenge ourselves, taking pride in our work and championing the success of our clients and our people.
We are agile
We are adaptable, open minded and embrace change. We deliver at pace by removing complexity and thinking innovatively. We are efficient and effective, our commercial flair, resilience and focus drives us to think differently.
We are collaborative
We remove silos and work together to achieve more. Trusted to adhere to our code of conduct, we are fully accountable for our actions, building mutually beneficial relationships with our people and our clients.
We are ethical
We behave with integrity at all times and assume positive intent. We build trust through responsible actions and honest relationships. We are accountable for our actions and their outcomes and make decisions based on professional standards.
We are proud to showcase our awards and accolades as we continue to strive to provide the best service to our clients.
Global business. Local expertise
We have offices worldwide and our global network delivers exactly what our clients need, exactly how and where they need it.
Founded in 1971
1971 Bedell Trust founded in Jersey
Bedell Trust MBO rebrands to become Ocorian
Appleby Trust MBO rebrands to become Estera
Ocorian and Estera merge to become a major global player
Acquisition of Newgate Compliance
Offices established in New York and Frankfurt
Acquisition of A-Pass
These companies are part of the Ocorian family, delivering private client, administration, fiduciary and compliance services to companies, institutions, individuals and funds across the world.
As our business grows we make sure our people do too. We recruit, retain and invest in developing the best talent so we have highly qualified specialists delivering consistently high quality service.
We provide career development paths, dedicated management programmes and aim to have a sustainable working environment. We encourage our employees to share ideas and recommend improvements through open and transparent dialogue. We cultivate a high performance culture.
As a global business, we take our role as a corporate citizen seriously. From supporting our local communities to nurturing tomorrow's talent, we are working to positively impact all those directly and indirectly engaged with our business.
Our goals and key performance indicators are a shared responsibility among all our employees and we have a strong set of guiding principles that we live by.
Contact us and a member of our team will be in touch.Contact us