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Unlocking new value for our clients

We are a trusted partner to over 8,000 clients globally, from asset managers and financial institutions to corporations, high net-worth individuals, and family offices.

Empowering success

We solve complex challenges across the investment lifecycle, delivering specialist, tech-enabled solutions grounded in deep industry expertise.

Tailored solutions, global reach

No matter your location, structure, or needs, we provide a personalised solution that is fully compliant and strategically designed to maximise your potential. Our global network of 20+ offices positions us exactly where you need us, ensuring a seamless client experience across borders and service lines.

Your trusted partner

We believe in building strong, collaborative relationships. We take the time to understand your ambitions and deliver a high-end, customised and scalable solution that evolves alongside your company or investment lifecycle.

1,800+

colleagues worldwide

8,000+

clients

15,000 +

structures under administration

About Ocorian

We promote and protect investment worldwide, delivering expert, tailored administration and compliance services for funds, corporate, capital markets and private clients. 

Why Ocorian?

  • 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.

Our values

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  • We are ambitious

    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 agile

    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

    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 are ethical

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

  • We are client centric

    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.

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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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.

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

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

Acquisition of EdgePoint Fund Services

Our group

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.

Our group

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

Let's talk

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

Contact us