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Net Wealth Reporting

Tracking all your spending and investment flows can be time-consuming. However, not doing so can lead to financial loss through error, omission or erroneous transactions.

Report on your finances 

Attain peace of mind and help avoid financial loss by outsourcing the tracking and reporting of your family's finances.

High net worth individuals seeking peace of mind can outsource net wealth reporting to help ensure their finances are being suitably tracked and unusual items reported on.

We can act as the single information repository for assets within complex international financial structures. This helps you to eliminate the risks associated with disparate sources of information and data.

Unlike some banks and investment managers, we have been performing a global net wealth reporting service (including personal assets and transactional bank accounts) for many decades. We understand the importance of being able to provide independent and impartial oversight of family assets.

What we do

Depending on your unique reporting needs, we offer high-level to detailed reporting. We streamline our operations using smartphone-enabled technologies.

Our services include:

  • Consolidated reporting to allow strategic decisions to be made on asset allocation and risk management
  • Assistance with due diligence across all asset classes
  • Monitoring of investment performance in terms of return and risk, and providing bespoke reporting
  • Cash flow forecasting to monitor investment performance against expenditure
  • Monthly reviews of income and expenditure against forecasts

We’ve won the following awards:

  • Family Office of the Year award - Citywealth 2018 and 2019
  • Tier 1 Trust Company 2019 - Eprivateclient
  • Best Family Office - Wealth Advisor Awards 2014

"In a fiercely competitive field, Ocorian has emerged as the provider of choice for services for major clients' family offices."

Head of Private Client Tax, Big Four Accountancy Firm

Connect with us

Pauline Gale

Executive Director - Private Client

United Kingdom

See bio
Richard Joynt

Executive Director - Private Client

Channel Islands

See bio