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We are delighted to be a platinum sponsor of the Hubbis Wealth Solutions Forum taking place in

Executive Director, Sherman Taylor highlights why Bermuda is the obvious choice to domicile a captive insurance company.  This is the final part of this thr

Eight in ten alternative fund managers expect fund raising will be higher in the next 18 months compared to the previous 18 months More than eight in ten (81%) say levels of fund raising will be higher over the next 18 months compared to

What are the requirements for registering a Cayman Islands investment funds? Managing Partner, Kendra Foster and Vice President – Fiduciary Services, Todd Hazlewood outline the k

Hosted by Informa Connect, the forum gathers senior participants from across the private client industry including solicitors barristers and trustees.

What is the Bermuda Personal Information Protection Act (PIPA)? The Personal Information Protection Act 2016 (“PIPA” or the “Act”) was introduced to regulate and protect the use of personal information by individuals, co

For alternative investment fund (AIF) promoters looking to domicile and market their AIF in Europe, outsourcing core alternative investment fund manager (AIFM) functions to a provider of

Leevyn Isabel details the key benefits of establishing a foundation in the UAE, explaining how they provide

90% of family offices say clients are including crypto and digital assets in their investment strategies Its international study with more than 130 family office professionals re

In recent years, US fund managers have increasingly been drawn to Europe by the abundant capital that’s available in the region – and by the appetite of Europeans to invest that capital with them. 

Associate Director, Leevyn Isabel answers our clients' most frequently asked questions when comparing a foundation to a trust. 

99% of survey respondents say increasing exposure to alternative asset classes is a long-term trendOne way of seeking those greater returns is through increasing exposure to alternative asset classes such as capital financing, commercial

We are delighted to announce the appointment of Robert Hovenier as Managing Director of our Mauritius office

Ahead of the August deadline to register private funds with the Cayman Islands Monetary Authority (CIMA), Kendra Foster and Tian Peralto Levers of our law division provide tips to minimise costs while complying with the new Private Fu

Ocorian research shows that the UK, Middle East and Singapore will also see strong growth Alternative fund managers based in the US and Europe were asked to select their top five geographies that they expect to be targeted the most for f

Ross Thomson has been appointed Business Development Director – Fund Services bringing further expertise in Management Company, AIFM and Fund Administration solutions.

The creation of the CIO role is the consequence of Ocorian’s ever-growing focus on digital transformationThe creation of the CIO role is the consequence of our ever-growing focus on digital transformation and has responsibility for IT and

Ocorian support PEP as fund administrator of choiceWe are delighted to be supporting Pacific Equity Partners (PEP) as

Winding up your business in the Cayman Islands Opting for the voluntary liquidation of your Cayman company when it has naturally reached the end of its life c

What does a typical day look like for a company secretary? The role of a company secretary (Cosec) is a necessary role across many different industries,

80% of alternative asset fund managers that responded to Ocorian’s survey on the provision of third-party fund services

All too often, fund managers hold off switching their fund administrator until the pain of staying with

We are delighted to be returning as a sponsor of the ALFI & NextGen Power Networking Event on 5 July 2023 in Luxembourg. This second edition of the event is

Increasingly, the third-party fund services industry is moving to a position where reviews of external service providers are a standard part of the operating model. 

Inertia is perhaps the main reason fund managers stay with fund administrators that no longer meet their needs in terms of service levels, technology, data quality and efficiency.

Fund administration is Ocorian’s core business. With more than 30 years of experience in the sector, we know how to construct robust architecture that enables smooth fund administration – and allows you to get on with your job.

Experienced fund managers know how important it is to re-evaluate their third-party fund administration providers

In the summer of 2022, Ocorian was invited to tender for fund accounting,

6 tips to ensure a successful migration to a new third-party administrator:1.

Associate Director, Ava Gallagher has been at Ocorian since finishing her A-Levels and became an ICSA Chartered Secretary and Administrator (company secretary) in 2018.

What are the pros, cons and practical considerations of the VCC structure? The introduction of Singapore’s new Variable Capital Company (VCC) provides clear opportunities for investment fund structuring and domiciliation, explains Jay Mo

As a lawyer plying her trade with some of the Channel Islands’ best-known law firms, the ‘bright lights and excitement of running businesses’ lured Farah Ballands into the trust sector.

We are delighted to announce our acquisition of Newgate Compliance, a London-based compliance consultancy and hosted regulatory solutions pr

Foundations have become a popular option for regional wealth structuring and succession planning in the UAE.

In an article taken from our Guide to Family Offices , Executive Director, Amy Collins shines a spotlight on the reasons why the diverse array of businesses falling under the umbrella of 'family o

Ocorian announces three new senior appointments to its fund services team in Asia Pacific (APAC) as the leading independent provider of

Richard Hansford, Director - Funds, explains how advances in fund administration

In an article taken from our Guide to Family Offices, Richard Joynt reflects on how the prolonged period of economic turbulence has affected the portfolio allocations of family offices as they try

Managing Director of our Guernsey office, Ben Hill highlights how the island's financial services industry i

How has the securitisation industry dealt with the crisis of the pandemic? Sonal Patel: This has been a hugely impactful time around the globe, especially for the US and its credit cycle.

We are delighted to announce that Allegro S.a  r.l., a Luxembourg based third party management company (ManCo), AIFM and fund administrator, is now Ocorian Fund Management S.a  r.l., following

Head of Alternative Investments, Simon Burgess considers the effects of regulations introduced in Jersey and Guernsey in the summer that enable inbound migration of foreign limited partnerships, and how outsourcing administrative

Ian Rumens, Head of Private Client – Jersey, and Lynda O Mahoney, Global Head of Business Deve

91% of family office professionals say there will be an increase in focus on ESG principles from a fiduciary perspective over the next three years New global research* from Ocorian, the specialist global provider of services to

Whilst the voluntary liquidation process in Luxembourg is well-structured, Head of Corporate Services,

After successfully guiding Ocorian and Estera through a major merger in 2020, Farah Ballands has decide

Ocorian, the specialist global provider of services to financial institutions, asset managers, corporates, and high-net-worth individuals, has promoted Leanne

For US fund managers looking to expand into Europe, choosing the right fund domiciliation option can be a complex decision.

Jersey's reputation as a leading international financial centre positions it as a go-to jurisdiction to support sustainable finance, including Socially Responsible Investment (SRI), Environmental, Social and Governance (ESG) and impact inv

As once profitable airlines look to survive and raise liquidity to weather the turbulence of the Covid-19 pandemic, Ocorian Director,

While Covid-19 has had a direct impact on certain areas of commercial real estate, it has also shown the opportunities that exist in emerging sectors and the importance of a diverse portfolio, explains Executive Director,

Often seen as a vehicle reserved for succession planning, Managing Director of our UAE office, Nina Auchoybur highlights the utility of UAE

We are proud to have a supportive internal network of more than 20 mental health first aiders (MHFAs) at Ocorian. 

We are delighted to announce that we have acquired Guernsey-based compliance consultancy, Platinum Compliance.

We are delighted to announce that we have acquired US-based capital markets service provider, Emphasys Technologies.

The Mauritius foundation is an increasingly compelling structuring vehicle for high-net-worth individuals and businesses seeking to channel their philanthropic and charitable endeavours, explains

Taking place in Berlin from 27 – 28 September 2023, the Corporate Counsel & Compliance Exchange Europe is a highly anticipated event that we are proud to support as a sponsor. The Corporate Counsel and Compliance Exchange Europe 2023

Ocorian, a specialist provider of alternative fund services, wins at The Drawdown Awards 2023Ocorian, a specialist provider of alternative fund servi

Alternative fund managers predict inflows into alternatives from pension funds to increase over next 18 months New research* from Ocorian, a specialist provider of alternative fund services and global leader in entity administration, fid

Younger family members are increasingly taking a bigger role in driving the investment strategy of family offices, new global research* from Ocorian, the specialist global provider of services to high net worth individuals and family o

Capital markets services We are pleased to announce that as a result of sustained growth, we have significantly expanded our presence and capital markets capabilities in the US and Cayman Islands.

The severe reduction in personal and business travel as a result of the COVID-19 pandemic has imposed significant pressure on the hospitality industry. But there are growing opportunities to invest as the world emerges from lockdown.

We’re delighted to be returning as an exhibitor sponsor of the CLO Summit 2023, which will take place in Dana Point, California, from 3 – 5 December 2023.  Hosted by Opal Group, t

Leading private client services We are pleased to announce that we have again been listed in Tier 1 of eprivateclient’s annual Top Trust Companies rankings, recognising leading private client service providers.

We are delighted to welcome Mike Hughes as our Global Head of Service Lines.

Europe remains one of the world’s top destinations for fund expansion, offering significant growth opportunities for fund managers.

As South African exchange controls relax, more wealthy individuals are considering offshore trusts as a means to manage their wealth and succession planning.

Executive Director, Sherman Taylor and Partner, Louise Charleson discuss the impact of Bermuda's new cyber risk code of conduct. * * Article first featured in Captive Review Bermuda 2021

We are pleased to announce that we are acquiring Nordic Trustee, the leading provider of trustee

Leevyn Isabel, Business Development Director at Ocorian, recently presented at the Jersey Finance & EAVCA Nairobi roundtable event where he highlighted the top regulato

We are pleased to note that the Financial Action Task Force (FATF) has determined, at its June 2021 plenary session, that Mauritius has substantially completed its action plan with regards to its AML CFT framework. 

We are delighted to welcome Simon Percival to Ocorian, who joins as Group Head of Corporate Development. 

Ocorian’s global network of Funds, Capital Markets, Corporate and Private Client specialists deliver tailored entity administration, fiduciary and compliance services.

Why are fund managers increasingly turning to third-party fund administrators?With fund managers increasingly turning to third-party fund administrators, Head of BD UK – Private Equity, R

How have changes to rules on business ownership made the UAE an attractive jurisdiction for securitisation? One of the most eye-catching global economic success stories of the modern age has been the rise of the United Arab Emirates (UAE

Alternative Investment Fund Managers (AIFMs) have become an integral part of the alternative investment funds market.