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Financial Asset Management

We identify, oversee and measure the performance of asset and investment managers on your behalf.

Financial asset support from independent specialists

From investment policy statements and performance/risk monitoring to the selection of managers or specific investment opportunities, we will make sure these are perfectly aligned to our fiduciary and corporate structures.

Ocorian will work with you to create an investment policy statement that reflects your investment goals, then help to select the most appropriate investment managers for your needs and help manage your investments thereafter.

Most importantly, we will provide continual oversight to help ensure investment decisions meet your expectations, through asset class diversification and the risk-adjusted performance of your investments.

How we help

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  • Create a tailored investment framework

    We take into consideration your financial objectives and investment risk appetite, including factors such as impact investing or sustainability preferences. 

  • Select appropriate asset managers

    We will suggest appropriate managers whose style, philosophy and approach will meet the objectives of your family. We can also support on the independent due diligence of the managers you are considering.

  • Oversee your investments

    We will ensure that your asset managers are exceeding expectations both with their risk-adjusted returns as well as client servicing. We will work with you to agree your specific reporting requirements and any other preferences. 

  • Maximise efficiency and minimise costs

    We help to minimise the initial and ongoing costs of your investments from inception and throughout the entire investment lifecycle.

  • Independent judgement and expertise

    We have no connections to any asset manager and therefore can provide unfettered support, bringing in our own subject matter expertise, as required. 

Financial asset solutions

We provide portfolio asset reporting (PAR), a structured report on the financial performance of financial assets.

We will establish the bedrock of your investment objectives and operational framework

We help select investment managers that align with your financial personality and the objectives of your family.

We undertake all elements of cash management, including counterparty risk management and tailored oversight reporting.

We provide access to subject matter expertise from a fiduciary investment perspective.

Leverage our experience in alternative investments, including private equity, real-estate and asset-backed investments.

Why Ocorian?

  • Expertise and experience

    Our teams have expertise in the dynamics of family wealth and support investment strategies across multiple asset classes.

    Expertise and experience

  • Personal service

    Our private client team will build a relationship with you, and work to meet your long-term goals and aspirations.

    Personal service

  • Attention to detail

    As a fiduciary, our role is to do the right thing for those to who we hold duties. We will work with you to ensure all matters are dealt with in a timely fashion and monitored appropriately.

    Attention to detail

What you say

What you say

  • "Our family invests actively and creatively in a wide range of asset classes and businesses all over the world. We are very international, constantly on the move and always exploring new ground. The Ocorian team is our hub for coordinating everything and pulling it all together: investment decisions, transaction execution, oversight of structures and portfolio management. They are our partners and allies, giving us leverage, speed and scale in our activities. Most important of all: we can trust them."

    HNWI client

Let’s talk

Contact us and a member of our team will be in touch. 

If you would like to speak to someone in regards to media please email: [email protected]

For career information and job applications please visit our careers page