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Giving our clients the freedom to focus on what they do best

More than 9,000 clients worldwide rely on Ocorian, from asset managers and financial institutions to corporations, high-net-worth individuals and family offices.

Helping you move forward with confidence

We help clients manage complexity across the investment lifecycle, combining our specialist expertise, technology and practical support to keep your operations moving.

Expertise where you need it

With more than 20 locations worldwide, we build solutions around your structure, objectives and regulatory requirements, combining our global reach with local knowledge.

A partner who takes ownership

We take time to understand what matters to you, anticipate what is coming next and manage the detail, so you have the confidence and capacity to focus on growth.

Ocorian in numbers

2,000+

Staff worldwide

9,000+

clients

20,000+

structures under administration

About Ocorian

Ocorian helps asset managers, private wealth, corporate and issuer clients handle operational and regulatory complexity at scale, giving them the freedom to focus on what they do best.

Why Ocorian?

  • Practical expertise, delivered with care

    Our specialists bring the experience, judgement and consistency needed to manage complex engagements with confidence, clarity and control, with the transparency and security clients expect.

  • Solutions built around you

    We build our support around your structure, objectives and regulatory requirements, helping you stay compliant in a changing environment.

  • Technology that creates capacity

    Our proprietary and industry platforms connect workflows, improve efficiency and give you the insight and control to scale with confidence.

Frequently asked questions

Ocorian helps asset managers, private wealth, corporate and issuer clients handle operational and regulatory complexity at scale. Ocorian provides governance, administration and specialist expertise across funds, corporate services, capital markets, private clients, and regulatory and compliance support.

Ocorian works with more than 9,000 clients worldwide, from asset managers and financial institutions to corporations, high-net-worth individuals and family offices.

Ocorian has more than 2,000 people across more than 20 locations, including the U.S., London, Jersey, Guernsey, Luxembourg, the Cayman Islands, Bermuda, Mauritius, Singapore, Hong Kong and the Middle East. It combines global reach with local expertise in each jurisdiction.

Ocorian has served clients for more than 50 years, with its history dating back to 1971.

Our values

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  • We are ambitious

    We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.

  • We are client centric

    Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.

  • We are agile

    We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.

  • We are collaborative

    With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.

  • We are ethical

    We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Awards

We are proud to showcase our awards and accolades as we continue to strive to provide the best service to our clients.

Awards

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Our history

Founded in 1971

1971 Bedell Trust founded in Jersey

2016

Bedell Trust MBO rebrands to become Ocorian

2016

Appleby Trust MBO rebrands to become Estera

2020

Ocorian and Estera merge to become a major global player

Acquisition of Newgate Compliance

2021

Acquisition of:

2022

Offices established in New York and Frankfurt

2023

Acquisition of A-Pass

2024

Acquisition of Bovill

2024

Bovill and Newgate Compliance merge to form Bovill Newgate

2025

Bovill Newgate becomes Ocorian

Acquisition of EdgePoint Fund Services, E78 Fund Solutions and Clarity Consulting Solutions Ltd

Our people

Our people

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. 

ESG

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. 

ESG
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Let's talk

Contact us and a member of our team will be in touch. 

Contact us