Ocorian is now regulated by the DFSA (Category 4 licence) to provide a full range of fund administration and accounting support services for domestic funds in UAE.

Kenny Curpen, Director of Private Client at Ocorian Mauritius debriefs on his presentation focussing on wealth preservation and transmission at the SEIP Conference in Côte d’Ivoire last month.

In a bid to engineer a more attractive investment environment, the UAE Cabinet has approved a long-term visa system for a range of disciplines including investors and entrepreneurs and has provided the criteria that need to be met for in order to qualify.

African Agri Investment Indaba is the global meeting place for agricultural investment in Africa, bringing together key stakeholders to share views and insights on what is most likely to shape the trends in food and agribusiness on the continent.

Ocorian's regional CEO for Africa, Middle East and Asia will figure amongst the speakers lined up at the World AI Show scheduled on 28th and 29th November in Mauritius.

At Ocorian's Mauritius office this week, company secretarial matters received exceptional attention with key happenings coinciding with the visit of Simon Osborne and Theresa Minnie, respectively, CEO and Head of Outreach of ICSA: The Governance Institute.

After nearly 15 years as CEO of Ocorian (formerly Bedell Trust), Nick Cawley will stand down from his position on 31 December 2018. He will be succeeded by Stuart Layzell, who is currently Chief Financial Officer and Chief Operating Officer.

The event aims to give insights on the role of women in the private debt asset class, highlighting that - as research indicates - a diverse workplace positively impacts business development.

In October 2017, Mauritius, together with 52 worldwide jurisdictions, underwent a peer review assessment from the Organisation for Economic Co-operation and Development (OECD)'s Forum on Harmful Tax Practices.

Following the recent introduction of Ocorian's Facility Agency capabilities to accompany our existing suite of corporate trust products, Ocorian's Director of Transaction Management, Chris Wilson, examines the key elements of the role in the evolving loan m...

In a further expansion of its Middle East offering, Ocorian is now licensed in the Abu Dhabi General Market (ADGM) to deliver a full suite of corporate services, management consultancy, accounting and tax consultancy services.

With a number of high profile airlines defaulting on loans and falling into liquidation, restructuring activity in securitisations is continuing to increase across the aviation financing industry.

It is now increasingly easier and affordable to own real estate within the Emirate of Dubai...

The Decree Law no.19 of 2018 (or FDI Law) will change the business landscape within the UAE, catalysing Foreign Direct Ownership (FDI) within the country.

STEP Arabia seeks to address key issues that are faced by private investors of the United Arab Emirates when conducting personal investments and educate investors on the significance of careful estate and trust planning.

In March 2018 the Dubai International Financial Centre (DIFC) introduced the Foundations Law DIFC Law No. 3 of 2018, for the establishment of foundations in the DIFC.

There are an ever increasing number of Family Offices being set up by wealthy families. Below we take a quick look at some of the main reasons these offices are being set up...

Following the release of World Bank's Doing Business Report 2019, both Mauritius and the UAE have risen to 20th and 11th respectively in the 'Ease of doing business' global rankings.

As a renewed 'scramble for Africa' sees foreign investment pouring into the continent from governments and businesses across the world, Mauritius' role as an International Finance Centre is becoming integral for entities wishing to invest in the continent.

As a result of it being a federal requirement to have at least 51% of the shares of a company held by a UAE national, free zones were established in order to attract foreign businesses to the region wishing to have full control of their business.

Both Alan Booth and Christopher Morrissey are attending the Airline Economic Growth Frontiers Conference in Hong Kong, 29-31st October 2018.

Kenny Curpen, Client Director heading the Ocorian Private Client practice for Africa, Middle East and Asia, will be addressing participants on the theme: Wealth preservation and transmission.

In an effort to decrease their dependence on developed countries, numerous African nations are employing a strategy of 'Import Substitution Industrialisation' (ISI) to increase their self-sufficiency in the manufacturing industry and stimulate domestic prod...

The conference will focus on substance, delegation and governance requirements in Luxembourg in light of the Commission de Surveillance du Secteur Finance (CSSF) circular 18/698 and the continuing uncertainty surrounding Brexit.

As trade tensions and security issues continue to stunt corporate growth within the developed world, increasing amounts of foreign investors are looking towards the UAE as a destination in which to conduct business.

The conference is a key annual gathering for domestic and international trade, export and project finance professionals with an active interest in Africa.

Following Prestel and Partners' Family Office Forum in London, Richard Joynt explores the key themes discussed surrounding intergenerational conflict when wealth is transferred within wealthy families.

Ocorian has extended its growing Corporate Trust offer with the launch of two new services: Loan Administration (including Facility Agent and Security Agent services) and Debt Restructuring.

Those with Cayman domiciled investment vehicles need to act now to ensure they are compliant with recent changes to the Cayman Islands' Anti-Money Laundering (AML) Regime.

Ocorian's John Félicité will attend EMPEA's 'Sustainable Investing in Emerging Markets' and the African Private Equity and Venture Capital Association (AVCA)'s 'Venture Capital in Africa' summits from 23-24th October in London.

Following the recent ABS East Conference in Florida, Ocorian's Associate Director of Product Development, Sinead McIntosh, highlights the salient points impacting the burgeoning US asset-backed securities industry.

As the UK government and business leaders continue to face uncertainty over Brexit and pursue a 'Global Britain' vision, Africa is finding increased favour as a destination for UK investment.

We are delighted to announce that Ocorian's Alternative Investments team won the 'Best Fund Services Provider' accolade at Investment Week's Fund Services Awards 2018.

Following its acquisition of African and Middle East business services provider ABAX in April 2018, Ocorian launches a new package of services tailored specifically for those wishing to invest and operate into or out of the burgeoning AMEA region.

Mr De Klerk referred to Africa as the 'awakening giant', expressing the need for sound, capable governance on the continent.

The event will focus on 'The future of tax: What is next?', exploring how the international business landscape has been shaped by the tax changes...

The events will look at Luxembourg solutions for raising capital in Europe and wider markets.

Richard will moderate a discussion entitled, 'Diffusing potential family disagreements, avoiding financial disputes and creating harmony'...

The meet is a leading European B2B platform and the biggest B2B trade fair in Europe, offering an ideal setting for efficient networking with professionals across the breadth of the supply chain.

This year's edition will focus on the theme of 'Securitisation and Asset Based Finance in Times of Change'...

Across the three day event there will be several keynote speakers and a number of panel discussions examining the current climate within the commercial aviation sector.

The event will play host to a full spectrum of the intermediary market, high net-worth individuals (HNWIs) and families, giving in-depth coverage of the key aspects of advising HNWIs and families.

The list celebrates powerful women professionals in the global private wealth industry.

Ocorian's Managing Director of Corporate & Institutional, Alan Booth and Associate Director of Product Development, Sinead McIntosh, will be attending the 24th annual ABS East Conference, 23-25th September in Miami Beach, Florida

As the UK Government continues to grapple with the EU over a suitable deal for both parties, Ocorian's Richard Hansford explores how the asset management industry is dealing with being in Brexit limbo.

The theme for this year's event is 'Innovative Partnering' and around 30 delegates, from 12 African countries will be present.

In its 17th year, Capital Creation is a leading post-summer private equity forum with an unparalleled reputation among the senior European Private Equity players.

We are pleased to announce that our parent company, Inflexion, tops Preqin’s 2018 Global Private Equity Fund Manager rankings.

Following the Dutch Parliament's approval of a revised Dutch Trust Offices Supervision Act 2018, the integrity procedures of trust offices will come under increased scrutiny from the Dutch Central Bank...

With a growing spectrum of clientele hailing from a diverse array of backgrounds, Family Office professionals need to engender a greater degree of cultural sensitivity.

Congratulations to our Alternative Investments team! They have been shortlisted in the 'Fund Administrator of the Year' category in this year's Unquote British Private Equity Awards.

Following Trump's H.R.1. legislation, which is considered to be the most significant overhaul of the US tax system in the past 30 years, Delaware faces stiff competition from the Cayman Islands as the primary domicile of choice for closed-ended investment f...

As we begin another financial year, we are pleased to announce the promotion of 49 staff worldwide; ten to Director level positions.

This awards Ocorian a 'hallmark of quality' for our commitment to supporting the continued professional development of our staff...

Ocorian's team of Sally Gilding, Chris Wilson and Alan Ross will attend Wednesday's UK Islamic Finance Week main event at Mansion House, London.

Over the last year, George Wingrove, third year Business Management & Marketing student at Nottingham Trent, has been employed as our Marketing Assistant in the London office.

Ocorian's Alternative Investments team have been chosen as finalists in the 'Best Fund Service Provider' and 'Best Fund Services Solution' categories of Investment Week's Fund Services Awards 2018.

Microsoft Excel's prevalence within the asset management industry could be on the slide, and so could the fund administrators who continue to use it instead of specialist fund accounting technology.

Ocorian's Director of Transaction Management, Chris Wilson, addresses the question of why transaction parties may require the services of an escrow agent.

As Family Offices continue to evolve, the private wealth industry is coming up with innovative ways to mitigate the risk of conflict escalating into major issues.

People are now questioning whether the cyclical nature of aircraft leasing has in fact been redefined...

When it comes to corporate financial administration, the Employee Benefit Trust (EBT) tends to be left alone. Research happens, it gets set up, and then it is rarely reviewed for suitability yet left in place for years and years, only to be changed if somet...

Ocorian are thrilled to announce that our Private Client team have been shortlisted for the prestigious STEP Private Client Awards 2018/19 in the 'Trust Company (large firm)' and 'Multi-Family Office' categories.

Real estate investment comes with inherent risks, and any director who sits on a board that owns or runs an asset must be aware of these risks or face the consequences.

It may soon be a legal requirement for every corporate and other legal entity in Ireland to make the identity of their true owner accessible to the public.

Ocorian's Director in Real Estate Nick Terry, evaluates HMRC's official response to consultations with industry bodies regarding taxing Capital Gains made by non-UK resident investors in UK Real Estate.

Following July's International Association of Young Lawyers (AIJA) Family Office seminar, Ocorian's Family Office expert and opening session moderator Richard Joynt, explores why Family Offices are experiencing a surge in popularity.

In the pursuit of operational excellence, an increasing number of investors and asset managers are engaging with specialist third parties to install oversight and control of their fund administration and accounting tasks. Ocorian's Richard Hansford explores...

A qualified chartered surveyor with almost 20 years’ experience in the industry, Ocorian Client Director for Real Estate Nick Terry looks at the reasons why some choose to invest in real estate.

Following Ocorian's attendance at the Irish ProShare Association's (IPSA) Employee Share Ownership Day (ESOD) and Awards evening at the Google Ireland headquarters, Elaine Kennedy stresses the importance of share ownership plans within small and medium size...

Amid a restless regulatory environment, Ocorian's Richard Hansford attended the CFO Forum in Lisbon this month to gauge how the role of the CFO is evolving and how outsourcing can ease their increasing burden.

US private equity and real estate fund managers can now access a full range of specialist European and African fund structures and SPC investment vehicles with the appointment of investment specialist, Nicolas van Heule, as Director of North America operati...

This month’s Global ABS 2018 in Barcelona provided the ultimate platform for us to launch our new Corporate Trust offering.

In a recent interview with Propero Partners, Ocorian's MD and Propero's new leader, Alan Booth shared his views on where he thinks our sector is headed.

Ocorian's Nick Terry is attending this year's JIBS Real Estate conference.

With the launch of Ocorian’s new corporate trust services, Alan Booth - MD of Ocorian UK, reveals why we’ve moved into the area.

ABAX Corporate Services, which officially became part of Ocorian in April this year, has been shortlisted in Private Equity Africa's 7th Annual GP & Advisor Awards in the category of best local 'Fund Administrator'.

In selecting a fund administrator, two key factors dominate above all else: reputation and relevant expertise.

Ocorian has launched its new Corporate Trust offering with the appointment of three experienced professionals from the banking sector: Sally Gilding, Chris Wilson and Sinead McIntosh. The new service complements and extends our existing range of global Corp...

Come and join us at the 22nd Global ABS conference taking place 5-7 June 2018, in Barcelona, Spain.

How do fund managers choose the jurisdiction for their funds and investment structures? And why does Luxembourg remain so popular?

In our recent study, 1 in 4 fund managers highlighted an increased need to outsource fund administration to focus on core competences.

Cultural awareness is recommended whenever you’re doing business outside of your home country - even small things can make a big difference to your relationships - but when it comes to the Islamic holy month of Ramadan, knowing the culture is essential if y...

According to our research, 70% of fund managers believe that smart technology will play an increasingly significant role in all areas of fund management and administration.

Ahead of speaking at this week's Investment Property Forum event in London, Ocorian's Simon Burgess, Head of Global Alternative Investments, discusses the future of real estate investment held offshore.

Three of Ocorian's senior directors will be attending the 14th edition of the ALFI London Conference from 2-3 May 2018.

Increased regulatory pressure coupled with political uncertainty in the form of Brexit is prompting a review of operations and an uplift in jurisdictional shift.

Ocorian Abax is proudly sponsoring the AFSIC Investing in Africa conference in London on 2-4 May, where three of our Directors are attending.

In our new briefing paper, ‘The future of Private Equity and Real Estate funds administration' we review the current challenges and opportunities facing the administration of PE and RE funds and look ahead to future developments.

Ocorian's Alternative Investment team review the current trends in Private Equity and Real Estate Fund Administration.

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.

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.

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.

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...

Ocorian has completed its acquisition of ABAX Corporate Services, extending its service range and capability across Africa, Asia and the Middle East.

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...

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.

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.

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...

Reflecting on last week’s successful MIPIM conference in Cannes, Ocorian’s Global Head of Alternative Investments - Simon Burgess - shares his insights and highlights.

Ocorian is pleased to announce the appointment of Jorge Sánchez-Galiani, as Associate Director – Marketing Operations and Insight.

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...

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...

Appointment reinforces strategic growth of Ocorian's corporate services business

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...

Executive Director Nigel Woods is attending ISTAT Americas in San Diego from 4 - 6 March 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.

Ocorian has been shortlisted for 'Family Office of the Year' at the Citywealth Magic Circle Awards 2018.

Ocorian is attending MIPIM, a leading real estate investment event, in Cannes from 13 - 16 March 2018.

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

Ocorian is delighted to announce that it has won 'Family Office of the Year' at the Citywealth IFC Awards

Acquisition expands capability across all aspects of International Maritime Structuring

Regulators in Luxembourg and Mauritius approve acquisition

Executive Director Nigel Woods is attending the Airline Economics Growth Frontiers Conference in Dublin

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.

Prapa Pearce and Helen Hendy have been recognised in Citywealth's 2017 IFC Powerwomen Top 200

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.

Ocorian delighted to announce the recent appointment of a new Director to their Business Development team.

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.

Ocorian's Alan Ross is attending this year's ALFI Private Equity and Real Estate Conference, in Luxembourg from 21st-22nd November.

STEP Asia's annual conference will be held at the Marina Bay Sands in Singapore, between 7th-8th November, and Ocorian is attending.

Ocorian's Brian Carey is attending a key private client event on November 5th.

Ocorian is pleased to announce the recent appointment of a new Director to their Business Development team.

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...

Ocorian has won the Risk and Compliance Award at the ICSA Jersey Awards 2017.

Ocorian's Alternative Investments team has taken top prize at Investment Week's Fund Services Awards winning Best Specialist Fund Service Solution.

Ocorian's Nigel Woods will be present at one of Dublin's key Corporate Services events, the Financial Centres Summit.

Ocorian's Tim Trott is attending the crucial private equity and venture capital event in London, on 12th October.

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.

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.

Appointment reflects company’s ongoing success and ambitious international growth plans.

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.

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.

Ocorian made a finalist in four categories of Investment Week's 2017 Fund Service Awards

Ocorian, announced today that it has entered into a definitive agreement to purchase MAS International (“MAS”), an independent fund administration and corporate services provider.

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.

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?

Ocorian is delighted to announce the recent appointment of a new Director to their Client Reporting team.

Ocorian is pleased to announce the recent appointment of a new Director to their Business Development team.

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...

Ocorian is pleased to announce the recent appointment of a new Director to their Marketing team.

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.

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...

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.

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".

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.

Congratulations to Amy Collins who has been listed amongst Citywealth's annual Future Leaders Top 100 list for 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.

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.

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...

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 [o...

UK Government issues call for evidence on beneficial ownership register of non-UK ownership of UK property

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.

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...

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...

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...

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...

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.

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.

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.

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.

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.

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.

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...

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 pr...

We are once again attending MIPIM 2017, taking place in Cannes from 14 - 17 March 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.

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.

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.

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...

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...

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.

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.

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.

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.

Ocorian (formerly Bedell Trust) has been named 'Trust Company of the Year' at the annual STEP 2016/2017 awards ceremony.

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...

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.

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...

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...

Bedell Trust has been shortlisted in the ‘Trust Company of the Year’ category in the prestigious STEP Private Client Awards 2016/17.

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.

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...

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.

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.

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.

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 ...

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...

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.

We are once again attending MIPIM - the world's premier real estate event in Cannes, from 14-17 March 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...

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...

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.

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.

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.

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 ...

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...

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...

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.

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.

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...

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.

Bedell Trust has strengthened its private wealth management team and made nearly 20 promotions across the business including directors, senior managers and trust officers.

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...

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).

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.

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.

Bedell Trust has been shortlisted in a category in the prestigious STEP (Society of Trust & Estate Practitioners) Private Client Awards for 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.

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 ...

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...

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.

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).

Bedell and two of its partners have been shortlisted in the WealthBriefing European Awards 2015.

Bedell Trust has once again been included in the coveted list of "Most Admired UK Companies" in the private wealth sector.

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...

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.

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.

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.

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.

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.

Bedell Fund Services named Best Fund Administration Team of the Year 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.

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.

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.

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.

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.

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.

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...

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...

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...

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.

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.

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.

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...

Bedell Trust has been included in the coveted list of ‘Most Admired UK Companies’ for the fourth consecutive year.

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...

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.

Bedell advises Paris-based 4D Global Energy Advisors in connection with the investment by its third private equity fund.

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 ...

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...

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.

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...

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 ...

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.

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...

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...