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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.

FAQs: The role of an AIFM The Alternative Investment Fund Managers Directive (AIFMD) is a European Union regulatory framework aimed at harmonising the rules governing alternative investment fund managers (AIFMs) and increasing invest

We recently sat down with Kevin Curtis, Head of AIFM Oversight – Dublin, to answer some common questions about selecting an AIFM, including the types of third-party AIFMs availabl

Pre-marketing funds under AIFMD The Alternative Investment Fund Managers Directive (AIFMD) introduced rules to regulate the pre-marketing of alternative investment funds (AIFs) on 2 August 2021.

The Financial Conduct Authority's new UK Investment Firms Prudential Regime (IFPR) will mean significant changes from 1 January 2022. 

We have enhanced our Cayman Islands legal arm with the appointment of Nathaniel Luker as Partner of Ocorian Law (Cayman) Limited.

Specialists in private client servicesWe are delighted to announce the acquisition of Trust Corporation International specialists in

Utilising Bermuda's entities to house assets requires certain economic substance standards to be met.

Luxembourg is enhancing its appeal as a destination for securitisation transactions by amending its highly successful 2004 Securitisation Law. Head of Capital Markets - Luxembourg, Sandra Bur summarises 10 of the key changes.

Why is Luxembourg the new home for European collateralised loan obligation services? Luxembourg is on track to give its collateralised loan obligation (CLO) market a major boost by permitting the active management of securitisation vehic

Platinum Compliance provides a range of regulatory solutions to help clients in managing their regulatory obligations and was acquired by Ocorian in 2021.

We are delighted to welcome Garrett Breen to Ocorian as Head of Global Funds.

Considerations for pre-marketing alternative investment funds in EuropeAs a US or non-EU fund manager, you may be contemplating raising capital in Europe but unfamiliar with the rules around pre-marketing an alternative investment fund.

Ocorian, the specialist global provider of services to high-net-worth individuals and family offices, financial institutions, asset managers and corporates, has launched a

We are delighted to announce the completion of our acquisition of Nordic Trustee, the leading provide

Hybrid work, skills that go beyond certifications, digitisation... The work environment evolves constantly. Juela Lutchumun, our Human Resources lead in Mauritius, discusses changes in the working environment with Business Magazine, Mauritius.

The FAFT removes Mauritius from the grey list after enhancing AML / CFT framework We are delighted to announce that the Financial Action task Force (FATF) has confirmed Mauritius' removal from its list of jurisdictions under increased mo

He joins Ocorian as Business Development Director, Capital Markets, and will focus on financial institutions and law firms in the UK and Europe.

We are thrilled to announce our sponsorship of the Bermuda Captive Conference, which will be held in Hamilton from 12 – 13 September 2023. As Bermuda's largest and most established industry event, the conference brings

What are the key steps for setting up an alternative investment fund in Europe?Crossing the Atlantic and setting up an alternative investment fund in Europe for the first time can be a challenging process for a US manager.

Luxembourg is renowned for its tax efficient environment and robust financial sector having emerged as a prime destination for businesses seeking to establish a substantive presence in Europe.

Regulatory environment biggest challenge to fund raising The current regulatory environment is the biggest challenge facing successful fund raising for alternative asset class funds, according to new research* from Ocorian, a specialist

When it comes to choosing a location for incorporating a company, Luxembourg stands out as an attractive destination for many businesses.

Specialists in private client servicesWe are delighted to announce that we have completed our acquisition of Trust Corporation International

Paul Buckle, Director at Trust Corporation International, part of the Ocorian group, examines the principle of reflective loss and how it interacts with trusts in the Crown Dependencies.

Private client team is kickstarting 2022 with the appointment of three key senior level hiresIan Rumens, Karl Bekusch and Karen O'Hanlon have joined Ocorian's private client team to augment the strength and depth of our o

Ocorian is delighted to have expanded its US footprint with the opening of an additional office in New York city, close to Bryant Park.

The European Union (EU) is likely to place the Cayman Islands on its AML ‘blacklist’, which will have consequences for EU CLO managers that utilise Cayman securitisation vehicles, explains Kareem Robinson as he outlines practical solutions

The Nordic corporate bond market saw record levels of growth in 2021, with green bonds emerging as a substantial portion of the market, reveals the Nordic Corporate Bond Market Report 2021, released by

The private debt market has surged in popularity in recent years as investors in search of higher yields pursue direct lending strategies. But why has it become the go-to financing solution for many institutional investors?

We are delighted to be an exhibiting sponsor at the ProShare Annual Conference 2023 in Londo

Ocorian, the specialist global provider corporate and fiduciary, fund administration, and capital markets services to financial institutions, corporates and high-net-w

Fund managers are increasingly outsourcing private equity fund administration operations in order to focus on adding value to assets and investor relations, explains&

With scores of jurisdictions to choose from around the world, finding the one that will best meet your trust needs can be a challenge – but there are five key factors that can help with the decision, explains Ada Ling, Director.

Talent risks broadly defined, are risks to an organisation associated with the negative impact of permanent loss or temporary unavailability of its key employees. 

What is a letter of wishes, what are the benefits of having one, and why should they be kept updated? Global Head of Private Clients, Nick Cawley explains.

Trusts have emerged as powerful planning tools, offering a range of advantages for passing on or safeguarding wealth.

International entity management is rising up the corporate agenda, with senior legal executives expecting a dramatic increase in their obligations, new research* from Ocorian, the specialist global provider of

Ocorian, the specialist global provider of alternative fund services and leader in entity administration, corporate and fiduciary services, has appointed Eamon Burns as Global Head of Fund Accounting. 

Two Ocorian private client professionals named 'Top 35 Under 35' We’re delighted that two of our private client professionals are celebrated in the prestigious

In today's complex legal landscape, law firms are increasingly turning to third-party escrow services to enhance efficiency and minimise risk. 

Nadia Trehiou, Director at Ocorian in Jersey, examines the compelling reasons why Jersey remains an attractive jurisdiction to incorporate a company. 

Incorporating a company in Ireland has always been an attractive jurisdiction for

In this article, we will explore the workings of an employee benefit trust, the role of a trustee, and the benefits of using an EBT for both companies and employees.

Enhancing client experience Ocorian, a global leader in fund administration, capital markets,

Ocorian, a global leader in fund administration, capital markets, corporate and fiduciary services, has appointed Alice Miller as Head of Transformation as it continues to grow its business.

Dissatisfied with your third-party AIFM provider?  5 red flags to look out for and what you should do about them For all the benefits of using a third-party AIFM, there is a growing sense of disquiet among users that some providers

Ocorian, the specialist global provider of services to financial institutions, asset managers, corporates and high net worth individuals, has the largest pool of recognised talent of any trust company in Guernsey listed in the 2023 Chambers and Pa

In 2020, Ocorian Law was launched as a law firm embedded within Ocorian, offering both a unique set of servi