The financial services group and leading provider of private client, fund, corporate, capital markets, and regulatory and compliance services, Ocorian has appointed Tracey Neuman to its private client team as it builds to strengthen its focus on growth.
Tracey joins from Taylor Wessing in London where she specialised in tax and trusts advice for both UK and non-UK clients.
Michael Betley, Global Head of Private Client at Ocorian said: “Tracey’s a great addition to our team and I have no doubt her expertise will further enhance our private client offering and standing. Tracey is highly regarded in the private client industry and we are delighted to welcome her to our team. This appointment is an endorsement of the high regard in which we and our client base are held.”
Tracey commented: “I look forward to working with colleagues around the world to deliver excellent service and thoughtful solutions for our clients.”
After completing a law degree at Oxford University, Tracey qualified as a solicitor with Macfarlanes in 2006. She then spent thirteen years as a private client lawyer, at Bryan Cave Leighton Paisner and more latterly at Taylor Wessing focusing on complex private wealth matters representing high net wealth individuals, trustees, and banks.
Ocorian has more than 50 years’ experience of servicing the needs of private clients helping to protect, preserve and plan for their wealth now and in the future with offices with offices across the world.
Its services include trusts and companies, foundations, family office, lifestyle assets, succession planning, philanthropy, regulatory, compliance and reporting, family investment companies and investment management support. For more information visit Private Clients | Ocorian.