2018

INSIGHTS, NEWS AND PUBLICATIONS
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WHAT'S IN A NAME? Selecting and appointing a fund administrator
2018 | 25 May 2018

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

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Where next for funds and investment structures - and what drives that choice?
2018 | 16 May 2018

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

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OUTSOURCING: Sharing the administrative load
2018 | 11 May 2018

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

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RAMADAN: How to do business in the Middle East during the holiest month
2018 | 05 May 2018

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...

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THE RISE OF THE MACHINES: The increasing role of technology
2018 | 02 May 2018

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.

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8 things to consider before moving onshore that have nothing to do with tax
2018 | 30 Apr 2018

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.

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CHANGING TIMES: The impact of political and regulatory measures
2018 | 26 Apr 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.

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TOP 3 TRENDS: The future of Private Equity and Real Estate Fund Administration
2018 | 24 Apr 2018

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.

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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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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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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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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 explains.

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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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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 global outlook when it comes to locating their family office, as Ocorian’s Richard Joynt explains.

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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 investment and asset management. Ocorian’s Richard Joynt and Amy Collins examine the options.

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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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