Corporate Social Responsibility

A conscientious and engaged culture
We don’t take our responsibilities lightly when it comes to our social and environmental impacts, and engaging with the local community. Selecting projects that build relationships and leave a lasting legacy is part of the Ocorian culture.

Our employees often amaze us with the energetic contributions they make to the community. This includes supporting a number of projects for young people and disadvantaged families, and encouraging our teams to fundraise for charities close to their hearts, often matching the funding. From sporting pursuits to creative arts and hospice challenges, we often wonder what they’ll come up with next.

As an office-based business we have a relatively limited impact on the environment, but we are still conscious about keeping it to a minimum. We commission consultants that help us innovate in the ways we can cut our carbon footprint and build a sustainable business we can all be proud to represent.

News & Insights

1201

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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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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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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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 consulta...

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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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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 Sout...

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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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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 ex...

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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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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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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 globa...

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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 inve...

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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 wor...

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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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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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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 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 acquire ABAX
2018 | 06 Feb 2018

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

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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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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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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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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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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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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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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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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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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 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, manage...

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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 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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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 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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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 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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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 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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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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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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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 con...

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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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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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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 cu...

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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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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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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 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 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 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 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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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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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 C...

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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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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 [o...

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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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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 beneficiari...

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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 tho...

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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...

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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 involvi...

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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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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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"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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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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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 a...

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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 pr...

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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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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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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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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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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 Luxembou...

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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 hig...

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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 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 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 1...

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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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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...

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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 compan...

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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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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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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 p...

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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 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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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 ...

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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 p...

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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 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 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 issu...

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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 le...

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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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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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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 ...

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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 Inter...

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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 subseque...

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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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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...

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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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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 potent...

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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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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 ...

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Philantropy
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 in...

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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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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...

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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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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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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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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...

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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 clo...

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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 Ju...

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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...

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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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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...

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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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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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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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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 ...

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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...

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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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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 J...

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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 ...

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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 regul...

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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 Co...

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