Protect your capital
For a number of sophisticated interests we create a bespoke collective investment scheme or private fund which offers scale and rigor to the investment process.
We will create a contractual framework around your investment vehicle that ensures transparency, compliance, and governance. This is even more important if several private investors pool resources into a single fund.
Once the right private investment fund is built, our team takes 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
We focus on the day-to-day running of your private fund, allowing you to focus on asset allocation and selection.
We will make sure your fund is compliant with all regulatory requirements and tailor our reporting to meet the needs of the family and investors.
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 particular needs.
Take control of your wealth
We can factor your needs into the operational aspects of the private investment fund allowing you to participate where your time is most valuable.
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 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
Wealthy families and individuals need a trusted partner to guide them through the complex challenges that uniquely impact them and their affairs.
We provide formation and ongoing administration services for all types of private funds including Jersey Private Funds (JPFs) and Guernsey Private Investment Funds (PIFs). We will help navigate the regulatory landscape both at creation and the ongoing compliance oversight thereafter.
We provide GPs and LPs if you choose a more 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.