Simon Burgess

Global Head - Alternative Investments

Simon leads our Alternative Investments service line globally. He has more than 30 years' experience working in the funds and property investment industry. He specialises in the establishment of multiple-jurisdictional investment platforms with an emphasis on real estate, infrastructure, debt and private equity fund assets. He maintains close working relationships with his clients and is often asked to join investment boards having gained many years' experience as a director of both fund and investment management companies in the UK, US, Channel Islands, Ireland, Luxembourg and the British Virgin Islands.

Simon has previously held senior management positions at State Street and Mourant, including running a team of 75 real estate accounting and investment control specialists (between 2007 and 2010) and overseeing the strategic and operational management of both private equity and real estate business (between 2010 and 2014).

Professional
  • Chartered Surveyor (MRICS)
  • Chartered Director (FIoD)
  • Chartered Institute of Arbitrators (ACIArb)
Areas of expertise
  • Leadership Team
  • Alternative Investments
  • Simon leads our funds service line globally. He has more than 30 years' experience working in the funds and property investment industry"
RELATED NEWS / INSIGHTS

1201

Ocorian wins 'Best Fund Services Provider' at Investment Week's Fund Services Awards 2018
2018 | 04 Oct 2018

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.

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Ocorian to attend prestigious private equity forum Capital Creation in Monte Carlo, Monaco
2018 | 18 Sep 2018

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.

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Ocorian shortlisted for Fund Administrator of the Year at British Private Equity Awards 2018
2018 | 07 Sep 2018

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.

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Ocorian chosen as finalists in two categories for Investment Week's Fund Service Awards 2018
2018 | 29 Aug 2018

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.

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NYC appointment gives US investors access to and from European and African funds market
2018 | 20 Jun 2018

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...

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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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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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The Future of Private Equity and Real Estate Fund Adminstration: a market insight
2018 | 23 Apr 2018

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

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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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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 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 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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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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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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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 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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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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"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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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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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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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 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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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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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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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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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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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 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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