Alternative Investments

A wave of new products and regulatory changes in recent years has impacted fund and investment structures meaning that, now more than ever, managers need independent fund administration support with strong and robust corporate governance.

Ocorian has provided a safe pair of hands for asset managers and institutional investors for over three decades. Our core focus as an independent service provider is the delivery of best-in-class fiduciary, administration and accounting services; freeing our clients to focus on the underlying assets and investors.

With teams in key international jurisdictions, including chartered accountants, lawyers and qualified professional administrators, our expertise encompasses the full range of investment structures (both private, open-ended, closed and listed) specialising in alternative asset classes across real estate, private equity, venture capital, infrastructure, debt and depositary services.

Our clients range from boutique managers to established industry-recognised names and institutional investors.  We work from key financial centres across the world, including London, Jersey, Dublin, Singapore, Cayman, Luxembourg and Mauritius.

We have extensive knowledge and hands-on transactional experience working with leading fund managers from all over the world. Critically, our director-led teams understand that no two clients are alike and so offer a tailor-made service to meet the individual needs of our clients. We draw upon the latest industry technology to allow our fund administrators to initiate tasks through system generated workflows and provide a robust administration and accounting solution.

Selecting the right fund administrator is a key decision. Ensuring their credentials measure up is vital: everything from their technology, governance and processes, to their expertise, experience and track record with clients.

Ocorian offers these credentials. With our strategic support, you can focus on looking after your investors and the assets under management, while we get on with the job in hand to ensure the structure is maintained in good standing – wherever it is in its lifecycle.

Our Fund and Alternative Investment services:

Get in touch to find out more about our services. Contact Us

RELATED NEWS / INSIGHTS

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Long-term visa system approved in UAE
2018 | 28 Nov 2018

In a bid to engineer a more attractive investment environment, the UAE Cabinet has approved a long-term visa system for a range of disciplines including investors and entrepreneurs and has provided the criteria that need to be met for in order to qualify.

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South Africa based Business Development Director Alan Witherden to sit on panel discussion at African Agri Investment Indaba, 27-28th November, Cape Town
2018 | 27 Nov 2018

African Agri Investment Indaba is the global meeting place for agricultural investment in Africa, bringing together key stakeholders to share views and insights on what is most likely to shape the trends in food and agribusiness on the continent.

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Change of Leadership at Ocorian
2018 | 21 Nov 2018

After nearly 15 years as CEO of Ocorian (formerly Bedell Trust), Nick Cawley will stand down from his position on 31 December 2018. He will be succeeded by Stuart Layzell, who is currently Chief Financial Officer and Chief Operating Officer.

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OECD Peer Review results on preferential regimes: Mauritius tax regimes not harmful
2018 | 19 Nov 2018

In October 2017, Mauritius, together with 52 worldwide jurisdictions, underwent a peer review assessment from the Organisation for Economic Co-operation and Development (OECD)'s Forum on Harmful Tax Practices.

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Ocorian licence extends Middle East service to give clients access to ADGM financial free zone
2018 | 15 Nov 2018

In a further expansion of its Middle East offering, Ocorian is now licensed in the Abu Dhabi General Market (ADGM) to deliver a full suite of corporate services, management consultancy, accounting and tax consultancy services.

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Why is now the time to invest in Dubai real estate?
2018 | 14 Nov 2018

It is now increasingly easier and affordable to own real estate within the Emirate of Dubai...

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Update: More details released for long-awaited UAE Foreign Direct Investment Law
2018 | 08 Nov 2018

The Decree Law no.19 of 2018 (or FDI Law) will change the business landscape within the UAE, catalysing Foreign Direct Ownership (FDI) within the country.

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Both Mauritius and the UAE enter global top 20 in World Bank's Doing Business 2019 Report
2018 | 01 Nov 2018

Following the release of World Bank's Doing Business Report 2019, both Mauritius and the UAE have risen to 20th and 11th respectively in the 'Ease of doing business' global rankings.

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Mauritius - Africa's investment hub
2018 | 31 Oct 2018

As a renewed 'scramble for Africa' sees foreign investment pouring into the continent from governments and businesses across the world, Mauritius' role as an International Finance Centre is becoming integral for entities wishing to invest in the continent.

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Explained: UAE Free Zones
2018 | 30 Oct 2018

As a result of it being a federal requirement to have at least 51% of the shares of a company held by a UAE national, free zones were established in order to attract foreign businesses to the region wishing to have full control of their business.

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How import substitution is transforming the African manufacturing industry
2018 | 24 Oct 2018

In an effort to decrease their dependence on developed countries, numerous African nations are employing a strategy of 'Import Substitution Industrialisation' (ISI) to increase their self-sufficiency in the manufacturing industry and stimulate domestic prod...

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Ocorian to attend ALFI Leading Edge Conference 25th October, London
2018 | 24 Oct 2018

The conference will focus on substance, delegation and governance requirements in Luxembourg in light of the Commission de Surveillance du Secteur Finance (CSSF) circular 18/698 and the continuing uncertainty surrounding Brexit.

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Why do business in the UAE?
2018 | 23 Oct 2018

As trade tensions and security issues continue to stunt corporate growth within the developed world, increasing amounts of foreign investors are looking towards the UAE as a destination in which to conduct business.

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Regulatory Update: Changes to the Cayman Islands' AML legislation
2018 | 16 Oct 2018

Those with Cayman domiciled investment vehicles need to act now to ensure they are compliant with recent changes to the Cayman Islands' Anti-Money Laundering (AML) Regime.

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Ocorian to attend AVCA and EMPEA African Summits, 23-24th October
2018 | 15 Oct 2018

Ocorian's John Félicité will attend EMPEA's 'Sustainable Investing in Emerging Markets' and the African Private Equity and Venture Capital Association (AVCA)'s 'Venture Capital in Africa' summits from 23-24th October in London.

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A Land of Opportunity: Why is the UK investing in Africa?
2018 | 09 Oct 2018

As the UK government and business leaders continue to face uncertainty over Brexit and pursue a 'Global Britain' vision, Africa is finding increased favour as a destination for UK investment.

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Ocorian wins 'Best Fund Services Provider' at Investment Week's Fund Services Awards 2018
2018 | 04 Oct 2018

We are delighted to announce that Ocorian's Alternative Investments team won the 'Best Fund Services Provider' accolade at Investment Week's Fund Services Awards 2018.

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Ocorian extends AMEA offering with full range of investment and expansion services
2018 | 02 Oct 2018

Following its acquisition of African and Middle East business services provider ABAX in April 2018, Ocorian launches a new package of services tailored specifically for those wishing to invest and operate into or out of the burgeoning AMEA region.

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Ocorian's John Félicité meets with South African ex-President FW De Klerk
2018 | 02 Oct 2018

Mr De Klerk referred to Africa as the 'awakening giant', expressing the need for sound, capable governance on the continent.

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Ocorian to attend Mazars International Tax Conference, 4th October
2018 | 02 Oct 2018

The event will focus on 'The future of tax: What is next?', exploring how the international business landscape has been shaped by the tax changes...

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Ocorian to attend ALFI U.S. Roadshow in New York & Boston, 9-10th October
2018 | 02 Oct 2018

The events will look at Luxembourg solutions for raising capital in Europe and wider markets.

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Ocorian to attend EXPO REAL in Munich, 8-10th October
2018 | 27 Sep 2018

The meet is a leading European B2B platform and the biggest B2B trade fair in Europe, offering an ideal setting for efficient networking with professionals across the breadth of the supply chain.

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A potential Brexit no deal for the asset management industry? Keep calm and carry on
2018 | 19 Sep 2018

As the UK Government continues to grapple with the EU over a suitable deal for both parties, Ocorian's Richard Hansford explores how the asset management industry is dealing with being in Brexit limbo.

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Ocorian to attend prestigious private equity forum Capital Creation in Monte Carlo, Monaco
2018 | 18 Sep 2018

In its 17th year, Capital Creation is a leading post-summer private equity forum with an unparalleled reputation among the senior European Private Equity players.

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International Fund Structures: Could the Cayman Islands 'Trump' Delaware?
2018 | 06 Sep 2018

Following Trump's H.R.1. legislation, which is considered to be the most significant overhaul of the US tax system in the past 30 years, Delaware faces stiff competition from the Cayman Islands as the primary domicile of choice for closed-ended investment f...

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Going Global: Ocorian announces 49 international promotions
2018 | 04 Sep 2018

As we begin another financial year, we are pleased to announce the promotion of 49 staff worldwide; ten to Director level positions.

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Ocorian team to attend IFN UK Islamic Finance Week 2018, London
2018 | 04 Sep 2018

Ocorian's team of Sally Gilding, Chris Wilson and Alan Ross will attend Wednesday's UK Islamic Finance Week main event at Mansion House, London.

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Ocorian chosen as finalists in two categories for Investment Week's Fund Service Awards 2018
2018 | 29 Aug 2018

Ocorian's Alternative Investments team have been chosen as finalists in the 'Best Fund Service Provider' and 'Best Fund Services Solution' categories of Investment Week's Fund Services Awards 2018.

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The real risks of directorship in real estate
2018 | 31 Jul 2018

Real estate investment comes with inherent risks, and any director who sits on a board that owns or runs an asset must be aware of these risks or face the consequences.

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Taxing Capital Gains in UK Real Estate - What does it mean for non-UK resident investors?
2018 | 23 Jul 2018

Ocorian's Director in Real Estate Nick Terry, evaluates HMRC's official response to consultations with industry bodies regarding taxing Capital Gains made by non-UK resident investors in UK Real Estate.

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Are you striving for operational excellence?
2018 | 12 Jul 2018

In the pursuit of operational excellence, an increasing number of investors and asset managers are engaging with specialist third parties to install oversight and control of their fund administration and accounting tasks. Ocorian's Richard Hansford explores...

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From hedging to value impact, these are the reasons why investors choose real estate
2018 | 09 Jul 2018

A qualified chartered surveyor with almost 20 years’ experience in the industry, Ocorian Client Director for Real Estate Nick Terry looks at the reasons why some choose to invest in real estate.

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The evolving role of the CFO
2018 | 25 Jun 2018

Amid a restless regulatory environment, Ocorian's Richard Hansford attended the CFO Forum in Lisbon this month to gauge how the role of the CFO is evolving and how outsourcing can ease their increasing burden.

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NYC appointment gives US investors access to and from European and African funds market
2018 | 20 Jun 2018

US private equity and real estate fund managers can now access a full range of specialist European and African fund structures and SPC investment vehicles with the appointment of investment specialist, Nicolas van Heule, as Director of North America operati...

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JIBS 3rd Annual Real Estate & Real Estate Funds Conference
2018 | 06 Jun 2018

Ocorian's Nick Terry is attending this year's JIBS Real Estate conference.

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WHAT'S IN A NAME? Selecting and appointing a fund administrator
2018 | 25 May 2018

In selecting a fund administrator, two key factors dominate above all else: reputation and relevant expertise.

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Where next for funds and investment structures - and what drives that choice?
2018 | 16 May 2018

How do fund managers choose the jurisdiction for their funds and investment structures? And why does Luxembourg remain so popular?

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OUTSOURCING: Sharing the administrative load
2018 | 11 May 2018

In our recent study, 1 in 4 fund managers highlighted an increased need to outsource fund administration to focus on core competences.

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RAMADAN: How to do business in the Middle East during the holiest month
2018 | 05 May 2018

Cultural awareness is recommended whenever you’re doing business outside of your home country - even small things can make a big difference to your relationships - but when it comes to the Islamic holy month of Ramadan, knowing the culture is essential if y...

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THE RISE OF THE MACHINES: The increasing role of technology
2018 | 02 May 2018

According to our research, 70% of fund managers believe that smart technology will play an increasingly significant role in all areas of fund management and administration.

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Ocorian to attend ALFI London Conference
2018 | 27 Apr 2018

Three of Ocorian's senior directors will be attending the 14th edition of the ALFI London Conference from 2-3 May 2018.

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CHANGING TIMES: The impact of political and regulatory measures
2018 | 26 Apr 2018

Increased regulatory pressure coupled with political uncertainty in the form of Brexit is prompting a review of operations and an uplift in jurisdictional shift.

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Ocorian to attend AFSIC - Investing in Africa Conference
2018 | 25 Apr 2018

Ocorian Abax is proudly sponsoring the AFSIC Investing in Africa conference in London on 2-4 May, where three of our Directors are attending.

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TOP 3 TRENDS: The future of Private Equity and Real Estate Fund Administration
2018 | 24 Apr 2018

In our new briefing paper, ‘The future of Private Equity and Real Estate funds administration' we review the current challenges and opportunities facing the administration of PE and RE funds and look ahead to future developments.

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The Future of Private Equity and Real Estate Fund Adminstration: a market insight
2018 | 23 Apr 2018

Ocorian's Alternative Investment team review the current trends in Private Equity and Real Estate Fund Administration.

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Brexit brings a review, but unlikely to bring long-term negatives to UK funds market
2018 | 17 Apr 2018

With the timing of the Transitional deal agreed, Richard Hansford, Ocorian’s Director for Alternative Investments, says the UK funds market is still open for business.

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Will Brexit necessitate more creativity in portfolios?
2018 | 10 Apr 2018

The ever-present Brexit juggernaut continues to roll on. Richard Hansford, Ocorian’s Director for Alternative Investments, ponders the impact of the transitional period on the private equity and real estate markets.

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Ocorian completes acquisition of ABAX
2018 | 05 Apr 2018

Ocorian has completed its acquisition of ABAX Corporate Services, extending its service range and capability across Africa, Asia and the Middle East.

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Keeping it Real
2018 | 22 Mar 2018

Reflecting on last week’s successful MIPIM conference in Cannes, Ocorian’s Global Head of Alternative Investments - Simon Burgess - shares his insights and highlights.

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Ocorian to acquire ABAX
2018 | 06 Feb 2018

Acquisition extends Ocorian’s international reach across Africa, Asia and the Middle East.

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Ocorian completes acquisition of MAS International to extend its Fund and Corporate Services in Luxembourg & Mauritius
2017 | 15 Jan 2018

Regulators in Luxembourg and Mauritius approve acquisition

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Budget 2017: How will the UK Government’s proposed capital gains tax changes impact overseas real estate investors?
2017 | 27 Nov 2017

Following last week’s Budget announcement, institutional investors in UK real estate could now face a capital gains tax levy on the disposal of all types of property – not just domestic.

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New Business Development Director appointed by Ocorian
2017 | 09 Nov 2017

Ocorian delighted to announce the recent appointment of a new Director to their Business Development team.

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Ocorian to attend brand-new ALFI Private Equity and Real Estate Conference
2017 | 07 Nov 2017

Ocorian's Alan Ross is attending this year's ALFI Private Equity and Real Estate Conference, in Luxembourg from 21st-22nd November.

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Ocorian appoints new Business Development Director for Alternative Investments
2017 | 17 Oct 2017

Ocorian is pleased to announce the recent appointment of a new Director to their Business Development team.

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Ocorian acquires Intruad and Intruma, extending its international corporate services across Luxembourg and into the Netherlands
2017 | 09 Oct 2017

Ocorian is pleased to announce that it has entered into a definitive agreement to purchase independent affiliates Intruad Management Services, Amsterdam and Intruma Corporate Services, Luxembourg, corporate service providers of company incorporation, manage...

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Ocorian wins 'Best Specialist Fund Service Solution' at Investment Weeks Fund Service Awards 2017
2017 | 04 Oct 2017

Ocorian's Alternative Investments team has taken top prize at Investment Week's Fund Services Awards winning Best Specialist Fund Service Solution.

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Ocorian to attend BVCA Summit, 11th-12th October
2017 | 02 Oct 2017

Ocorian's Tim Trott is attending the crucial private equity and venture capital event in London, on 12th October.

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Ocorian to attend EXPO REAL, Munich: 4-6 October 2017
2017 | 18 Sep 2017

Ocorian’s expert team, Richard Hansford and Nick Terry will be attending EXPO Real, Europe’s largest real estate and investment trade fair, in Munich from 4 to 6 October.

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Claire Le Brocq joins Ocorian's Executive Committee
2017 | 12 Sep 2017

Appointment reflects company’s ongoing success and ambitious international growth plans.

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The evolving Fund Management landscape post-Brexit - How best to prepare
2017 | 07 Sep 2017

Philip Bolton, Executive Director at Ocorian, will present his thoughts on the future for fund management post Brexit at Capital Creation 2017 in Monaco on Thursday 14 September.

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Ocorian to Acquire Funds and Corporate Services Business MAS International
2017 | 18 Jul 2017

Ocorian, announced today that it has entered into a definitive agreement to purchase MAS International (“MAS”), an independent fund administration and corporate services provider.

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Ocorian Appoints new Director of Client Reporting
2017 | 05 Jul 2017

Ocorian is delighted to announce the recent appointment of a new Director to their Client Reporting team.

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Ocorian Appoints new Associate Director of Marketing Communications
2017 | 29 Jun 2017

Ocorian is pleased to announce the recent appointment of a new Director to their Marketing team.

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Fund Administration: DIY or Delegate to a Specialist?
2017 | 27 Jun 2017

Reliable fund administration is key to a successful investment platform. The growth in private equity, real estate and infrastructure investment managers opting to outsource their back-office fund administration continues to gather pace.

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Substance - ESMA raises the stakes
2017 | 20 Jun 2017

As David Davis starts UK Brexit negotiations in Brussels this week with a "positive and constructive" state of mind, despite the General Election result, ESMA continues to push back, turning its attention to the topic of "Substance".

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Ocorian is pleased to be sponsoring The Private Equity Europe Forum
2017 | 19 Jun 2017

Ocorian is pleased to be sponsoring The Private Equity Europe Forum, Markets Group’s flagship private equity conference in Europe.

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Ocorian Appoints CRM Specialist
2017 | 15 May 2017

Ocorian is pleased to announce the recent appointment of Craig Churcher as Research and CRM Manager. Craig has been appointed as a key new member of Ocorian's marketing team and will be specifically facilitating the implementation of a leading CRM system [o...

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"Laying down the law," Real Estate European Regulation Roundtable
2017 | 07 Apr 2017

Simon Burgess, Managing Director of Funds and Real Estate at Ocorian joins a panel of industry experts to discuss the impact of Brexit and other European regulatory issues likely to influence the real estate sector.

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"Laying down the law," Real Estate European Regulation Roundtable (1)
2017 | 07 Apr 2017

Simon Burgess, Managing Director of Funds at Ocorian sits down with real estate peers to discuss the impact of Brexit and other European regulatory issues to the real estate financial sector.

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Ocorian to attend MIPIM 14 - 17 March 2017
2017 | 13 Feb 2017

We are once again attending MIPIM 2017, taking place in Cannes from 14 - 17 March 2017.

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Ocorian to attend Airline Economics Growth Frontiers Conference 16-18 January 2017
2017 | 13 Jan 2017

Ocorian is a leading provider of independent corporate administration services to private and institutional clients internationally and has a growing operational presence across many of the key financial centres.

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Ocorian Fund Services to attend ALFI European Alternative Investment Funds Conference 22 - 23 November 2016
2016 | 17 Nov 2016

Ocorian is an award winning and independent provider of private equity and real estate administration services and we will be attending the ALFI European Alternative Investment Funds Conference, which take place at the European Convention Center in Luxembou...

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STEP Asia Conference Hong Kong 1 - 2 November 2016
2016 | 20 Oct 2016

Bedell Trust is once again one of the sponsors at the STEP Asia Conference which returns to Hong Kong for 2016 and takes place at the Grand Hyatt Hotel from 1 - 2 November, 2016.

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Bedell Fund Services to attend BVCA Summit 6 October
2016 | 27 Sep 2016

Bedell Fund Services is an award winning and independent provider of private equity and venture capital administration services and we will be attending the BVCA Summit 2016 in London on 6 October 2016.

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Bedell Fund Services to attend EXPO Real 4 - 6 October
2016 | 22 Sep 2016

Bedell Fund Services is an award winning and independent provider of real estate fund and corporate administration services and we will once again be attending EXPO Real in Munich from 4 - 6 October 2016.

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Bedell Trust wins 2016/2017 'Trust Company of the Year' award
2016 | 19 Sep 2016

Ocorian (formerly Bedell Trust) has been named 'Trust Company of the Year' at the annual STEP 2016/2017 awards ceremony.

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Bedell Trust announces completion of management buyout and wins 'Trust Company of the Year' at annual STEP awards
2016 | 15 Sep 2016

Bedell Trust, the leading award-winning provider of corporate, fund and fiduciary services, is pleased to confirm that the management buyout ("MBO") announced earlier in April 2016 has successfully received all regulatory approvals and completed on Monday 1...

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Substance to remain under the regulatory and political microscope
2016 | 08 Aug 2016

With the constant onslaught of compliance requirements and regulation from various local, national and international bodies and governments all over the world, the theme of substance remains a key topic of discussion in the alternative investment industry.

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The threat of cyber-attack is real and cannot be ignored
2016 | 05 Jul 2016

Many regulatory bodies and industry associations have highlighted, and continue to highlight the importance of cyber security. From the SEC in the US to the BVCA in the UK, the threat posed by cyber risks are real and can have a significant impact on compan...

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Bedell Trust is finalist in this year’s STEP Awards
2016 | 22 Jun 2016

Bedell Trust has been shortlisted in the ‘Trust Company of the Year’ category in the prestigious STEP Private Client Awards 2016/17.

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The Common Reporting Standard ("CRS") - second update (June 2016)
Publications | 15 Jun 2016

Bedell Trust previously issued a briefing in October 2015 ("first update") to all its clients and intermediaries regarding the status of CRS for such clients and structures usually administered by Bedell Trust Company in Jersey.

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Bedell Trust is named ‘Trust Company of the Year’ in private wealth awards
2016 | 19 May 2016

Ocorian has been named ‘Trust Company of the Year’ in the Citywealth Magic Circle Awards 2016. The award follows both a period of significant expansion by Ocorian and its recent announcement of a management buyout designed to further accelerate its growth p...

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Bedell Trust announce management buyout
2016 | 06 Apr 2016

Bedell Trust, the leading award-winning provider of corporate and fiduciary services has announced today a management buyout (MBO) of its business for an undisclosed sum.

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Bedell Trust shortlisted in four categories in this year's Citywealth Magic Circle Awards
2016 | 16 Mar 2016

Bedell Trust has been shortlisted in four categories in the Citywealth Magic Circle Awards, 2016, the only Jersey based organisation to have secured so many nominations.

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Bedell Trust celebrates 'Best Companies' Accreditation
2016 | 14 Mar 2016

Bedell Trust has been shortlisted in four categories in the Citywealth Magic Circle Awards, 2016, the only Jersey based organisation to have secured so many nominations.

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Competition for capital in the alternative investment market
2016 | 04 Mar 2016

It is safe to say that the competition for capital in the real estate and private equity industry is as competitive as it has ever been. With an ever-growing list of funds on the road seeking new capital; performance opens the door, but to win capital from ...

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Bedell Trust expands global office network into Luxembourg
2016 | 11 Feb 2016

Bedell Trust has strengthened its presence in European markets by opening an office in Luxembourg to provide corporate, private equity/real estate and private wealth administration services.

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The evolving role of the CFO at real estate and private equity houses
2016 | 15 Jan 2016

Over the last number of years, in particular since the global financial crisis, the role of the CFO at real estate and private equity asset management firms has evolved. The CFO's of today are not only responsible for tactically handling the day-to-day issu...

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Bedell Trust CEO selected as one of the most influential for fifth time
2015 | 26 Nov 2015

Nick Cawley, partner and chief executive officer at Bedell Trust, has again been included in the list of top 50 most influential private client professionals.

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Private equity and real estate firms drive for timely and transparent reporting
2016 | 16 Nov 2015

The development of the Real Estate and Private Equity industry in recent years, coupled with an ever-evolving regulatory landscape and an investor base typically spanning multiple jurisdictions, has resulted in many firms adopting a more complex investment ...

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The Common Reporting Standard ("CRS") update
Publications | 11 Nov 2015

The CRS initiative follows on the heels of US FATCA and, for Crown Dependencies, such as Jersey and Guernsey, UK FATCA. Although UK FATCA will be in force for exchanging information in 2016 for the Crown Dependencies it is anticipated that it will subseque...

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Bedell Trust exam successes at ICSA ceremony
2015 | 06 Nov 2015

Four of Bedell Trust’s fund and wealth management professionals have been recognised for their academic achievements at the recent Institute of Chartered Secretaries and Administrators (ICSA) awards evening.

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Bedell Trust to attend STEP Asia 2015
2015 | 02 Nov 2015

Bedell Trust is once again one of the sponsors at the STEP Asia Conference which returns to Singapore for 2015 and takes place at the Marina Bay Sands from 11 - 12 November, 2015.

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Bedell Trust and Singapore Trust Company announce senior appointment
2015 | 06 Oct 2015

Bedell Trust and Singapore Trust Company are delighted to announce the recruitment of Robert Ayliffe as Bedell Trust, Managing Director Asia, with effect from 1st November 2015.

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Bedell Trust announces series of appointments
2015 | 02 Oct 2015

Bedell Trust has strengthened its private wealth management team and made nearly 20 promotions across the business including directors, senior managers and trust officers.

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Bedell Trust acquires a majority stake in Singapore Trust Company Pte Ltd
2015 | 07 Sep 2015

Bedell Trust has expanded its international presence through the acquisition of a majority stake in Singapore Trust Company Pte Ltd (STC), a well established fiduciary and corporate services business in Singapore.

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Bedell Trust recognised by STEP and Skills Jersey for training
2015 | 27 Aug 2015

Bedell has been awarded the Gold accreditation as part of the STEP Employer Training Scheme, one of two recent awards the firm has received for its commitment to nurturing skills and training within its organisation.

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Bedell shortlisted for the Wealthbriefing European Awards 2015
2015 | 27 Feb 2015

Bedell and two of its partners have been shortlisted in the WealthBriefing European Awards 2015.

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Bedell Trust retains its position on "Most Admired" list for fifth year
2015 | 20 Feb 2015

Bedell Trust has once again been included in the coveted list of "Most Admired UK Companies" in the private wealth sector.

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Trust CEO named in influential list for fourth consecutive time
2014 | 09 Dec 2014

Nick Cawley, partner and chief executive officer at Bedell Trust, has been named among the top 50 most influential private client professionals for the fourth consecutive time.

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Bedell Fund Services named Best Fund Administration Team of the Year 2014
2014 | 03 Oct 2014

Bedell Fund Services named Best Fund Administration Team of the Year 2014

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Bedell Trust to attend STEP Asia 2014
2014 | 29 Sep 2014

Bedell Trust is once again one of the sponsors at the STEP Asia Conference which returns to Hong Kong for 2014 and takes place at the Grand Hyatt Hotel from 8 - 9 October 2014.

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Bedell Fund Services to attend BVCA Summit 2014
2014 | 16 Sep 2014

Bedell Fund Services are once again an exhibitor sponsor at the BVCA Summit 2014 which takes place at The Landmark Hotel, 222 Marylebone Road, London on Thursday 9 October 2014.

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Bedell Fund Services shortlisted at the British Private Equity Awards 2014 - your chance to vote for the winner
2014 | 05 Sep 2014

Bedell Fund Services has been shortlisted for the Fund Advisory - Administration Award. This recognises excellence within the UK private equity market and we therefore call for your support by voting for us here.

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Bedell Trust Depositary shortlisted for Best Fund Services Solution at the 2014 Investment Week Awards
2014 | 24 Jul 2014

Bedell Trust Depositary Services have been shortlisted in the forthcoming Investment Week Fund Services Awards 2014 for "Best Fund Service Solution", with the award ceremony taking place in London on 23rd September 2014.

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Bedell Fund Services shortlisted for Best Fund Service Provider and Best Fund Administration Team at the 2014 Investment Week Awards
2014 | 22 Jul 2014

Bedell Fund Services have been shortlisted in the forthcoming Investment Week Fund Services Awards 2014 for "Best Fund Service Provider" and "Best Fund Administration Team", with the award ceremony taking place in London on 23rd September 2014.

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Bedell Trust authorised to provide depositary services from London
2014 | 15 Jul 2014

Bedell Trust has received regulatory approval and a variation of permission from the Financial Conduct Authority to provide depositary services to UK Alternative Investment Funds ("AIFs") as well as "depositary-lite" services to non-EEA AIFs from its London...

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Bedell Trust authorised to provide depositary services from Jersey
2014 | 23 Jun 2014

Bedell has received regulatory approval from the Jersey Financial Services Commission (the "JFSC") to provide depositary services from its Jersey office to all JFSC regulatory categories of investment funds, provided that the particular fund is either a clo...

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Bedell Fund Services expert to speak at AltAssets event in London
2014 | 29 May 2014

Philip Bolton, a director of Bedell Fund Services, will be speaking on a panel session at the AltAssets conference on the 3rd and 4th June in London.

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FCA AIFM application looms
2014 | 15 Apr 2014

Alternative Investment Fund Managers ("AIFMs") relying on the one year transitional provisions under the Alternative Investment Fund Managers Directive ("AIFMD") have been encouraged by the Financial Conduct Authority ("FCA") to submit their applications to...

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Bedell makes 'Most Admired' list for fourth consecutive time
2014 | 20 Feb 2014

Bedell Trust has been included in the coveted list of ‘Most Admired UK Companies’ for the fourth consecutive year.

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The foreign account tax compliance act ("FATCA") - United States
Publications | 14 Aug 2013

The Foreign Account Tax Compliance Act ("FATCA") is US legislation which was signed into US Law in 2010 as part of the US Hiring Incentives to Restore Employment (HIRE) Act.

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