Contact

Search Ocorian

Private Funds

We support private funds with tax compliance, economic substance rules, reporting, general corporate governance compliance and regulatory licensing requirements.

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

Accessible Slider title

  • 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.

  • Remain compliant

    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. 

Private fund formation services

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. 

Why Ocorian?

  • 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.

    A wealth of experience

  • Personal service

    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.

    Personal service

  • 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.

    Trusted by clients for decades

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."

    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