Protect your capital
Our private client team will work with your advisors to establish and administer a private investment fund which empowers your private capital and puts it to work.
Our flexible private fund formation services mould to your needs, creating a contractual framework around your investment vehicle that ensures transparency, compliance and governance. This is even more important if several private investors pool resources in a single fund.
Once we have helped build the right private investment fund for you, we will take care of all day-to-day administration, from bookkeeping and accounts preparation, investments and distributions to ongoing reporting and regulatory compliance.
How we help
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Focus on wealth planning
When you don’t have to worry about the day-to-day running of your private fund, you can focus on selecting the best investments for you.
We will make sure your fund is compliant, allowing you the comfort of avoiding regulatory scrutiny and any reputational damage.
Create clear rules and obligations
We will design a clear contractual framework to support your private investment fund, avoiding any potential future confusion or disagreement.
Meet your needs
We will work with you and your advisors to mould a private investment vehicle that meets your precise needs.
Take control of your wealth
When using our services, you keep control over the buying and selling of assets so you can act according to your family’s aspirations.
Base your fund anywhere
Our global footprint means we’re agnostic as to your fund’s location. We offer comprehensive services in jurisdictions around the world.
A wealth of experience
Ocorian's private fund team has extensive experience in private fund formation and managing those complex, high value structures for international clients, while working in partnership with clients’ trusted advisers.
Enhancing and protecting your wealth is our priority. We will always take the time to understand what is important to you and your family, both now and in the future.
Trusted by clients for decades
In an increasingly uncertain world, wealthy families and individuals need a trusted partner to guide them through the complex challenges that uniquely impact them and their affairs.
Private fund formation services
We provide formation and ongoing administration services for all types of private funds including Jersey Private Funds (JPFs).
We provide GPs and LPs if you choose a traditional fund structure.
We provide consolidated reporting on financial assets across family structures and multiple jurisdictions.
We provide oversight and ongoing performance monitoring of investments, always working in tandem with third party investment managers.
What you say
What you say
Contact us and a member of our team will be in touch.