Ocorian, the specialist global provider of services to high-net-worth individuals and family offices has been selected as winner in the ‘Succession and Estate Planning’ category at The WealthBriefing MENA Awards 2023.
Showcasing the best service providers in the MENA region, the awards have been designed to recognise outstanding organisations grouped by specialism and geography which the prestigious panel of independent judges deemed to have ‘demonstrated innovation and excellence during the last year’.
Of Ocorian, WealthBriefing’s citation said: “Our judges defined this winner as one of the key players incorporating digital assets within their propositions. Its succession and estate planning services are outstanding.”
Commenting on the firm’s triumph, Ocorian’s Michael Betley, Global Head of Private Client said: “The award is testament to the hard work of our people and teams, our expertise in the Middle East, and our commitment to supporting our clients in achieving their goals.”
Lynda O’Mahoney, Global Head of Business Development – Private Client remarked: “We are committed to the MENA region and have been servicing families for several years. Our team has endeavoured to work hand in hand with families to look at suitable private client structuring solutions for their regional and international assets. Our global presence allows us to be jurisdiction agnostic thereby providing a tailor-made solution to families.”
Stephen Harris, ClearView Financial Media’s CEO, and publisher of WealthBriefing, was first to extend his congratulations to all the winners: "Every category winner and highly commended firm has been subjected to rigorous and independent judging process and be rightly proud of the success they have achieved this year. "We have seen a marked increase in entrants and interest in all our global awards programmes and WealthBriefing MENA is no exception. These awards are so beneficial as they give organisations and individuals the opportunity to clarify their strategic thinking, have it independently validated, be recognized internally and externally and to celebrate in style with their peers.
I offer my congratulations and best wishes for the future to all winners and highly commended firms - they are all worthy recipients who join the elite list of wealth management professionals who form global elite of WealthBriefing MENA winners".
Each of the award categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges. It is this process that makes WealthBriefing MENA awards so prized amongst winners.
The WealthBriefing MENA Awards are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all the world’s major wealth management centres.
Participants around the world recognise that winning awards is particularly important in these challenging times as it gives clients reassurance in the solidity and sustainability of the winner’s business and operating model.
Winners and highly commended companies were announced on 16 November 2023 at the Gala Ceremony at The Address Dubai Mall, Dubai.
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