Private Client
Serving the needs of private clients for more than 45 years, Ocorian is a recognised industry leader. We provide an entirely bespoke fiduciary administration and accounting service to high net worth individuals and their families. Working closely with their advisors and family offices, our aim is to preserve and protect family wealth.
We have extensive experience in establishing and managing complex, high-value structures for international clients. We also have a deep understanding of the issues that come with inter-generational wealth transfers and succession planning, and deal with the second and third generations of many of our client families.
Our clients value our expertise, experience and discretion. Our multi-jurisdictional private client service is built on long-term personal relationships founded on a deep understanding of what matters to our clients now, and in the future. Each team member is carefully selected to provide tailored, practical solutions that are flexible enough to adapt to changing circumstances.
Our team includes chartered accountants, lawyers and STEP qualified staff, while our independence from investment management services minimises any conflicts of interest and has given us a significant network of investment and banking service providers.
We place our considerable network at our clients’ disposal, or can work closely with the advisors our clients prefer, and take time to understand individual client needs, implement the most effective structure and deliver the most appropriate solutions and services.
In short, we are your family’s trusted partner in wealth protection, helping you to establish a legacy for future generations.
Our Private Client services:
Get in touch to find out more about our services. Contact Us
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Following Prestel and Partners' Family Office Forum in London, Richard Joynt explores the key themes discussed surrounding intergenerational conflict when wealth is transferred within wealthy families.
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.
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.
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.
Mr De Klerk referred to Africa as the 'awakening giant', expressing the need for sound, capable governance on the continent.
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...
Richard will moderate a discussion entitled, 'Diffusing potential family disagreements, avoiding financial disputes and creating harmony'...
The event will play host to a full spectrum of the intermediary market, high net-worth individuals (HNWIs) and families, giving in-depth coverage of the key aspects of advising HNWIs and families.
The list celebrates powerful women professionals in the global private wealth industry.
With a growing spectrum of clientele hailing from a diverse array of backgrounds, Family Office professionals need to engender a greater degree of cultural sensitivity.
As we begin another financial year, we are pleased to announce the promotion of 49 staff worldwide; ten to Director level positions.
This awards Ocorian a 'hallmark of quality' for our commitment to supporting the continued professional development of our staff...
As Family Offices continue to evolve, the private wealth industry is coming up with innovative ways to mitigate the risk of conflict escalating into major issues.
Ocorian are thrilled to announce that our Private Client team have been shortlisted for the prestigious STEP Private Client Awards 2018/19 in the 'Trust Company (large firm)' and 'Multi-Family Office' categories.
Following July's International Association of Young Lawyers (AIJA) Family Office seminar, Ocorian's Family Office expert and opening session moderator Richard Joynt, explores why Family Offices are experiencing a surge in popularity.
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...
Ocorian has completed its acquisition of ABAX Corporate Services, extending its service range and capability across Africa, Asia and the Middle East.
South Africa might be the most developed economy in Africa, but it faces a lot of well-documented issues. Ahead of the STEP South Africa conference, Ocorian’s Global Head of Private Client - and native South African - Grant Barbour looks at how wealthy Sout...
All families are different and so too are their requirements when managing their family wealth. As a family extends – be it generationally, geographically or both – its needs and wants of a family office will evolve and change, as Ocorian’s Richard Joynt ex...
In the past, high net worth families have often established their family offices in their home jurisdiction but those habits are changing. A more geographically dispersed family network and differing priorities across generations are leading to a more globa...
An increasing number of families are looking to Family Offices to help manage and protect their wealth. However not all Family Offices are the same with different types of office delivering everything from straightforward life administration to complex inve...
Family investment companies are fast becoming a popular alternative to trusts in wealth and succession planning, but what are the benefits and when should they be considered? Ocorian's Amy Collins compares the options.
Acquisition extends Ocorian’s international reach across Africa, Asia and the Middle East.
Ocorian is delighted to announce that it has won 'Family Office of the Year' at the Citywealth IFC Awards
Regulators in Luxembourg and Mauritius approve acquisition
Rudy Tan, Managing Director at Singapore Trust Company, a subsidiary of Ocorian, and Vice-President of the Singapore Trustees Association, provides his thoughts on what’s happening to the trustee industry.
Prapa Pearce and Helen Hendy have been recognised in Citywealth's 2017 IFC Powerwomen Top 200
New regulations mean wealth creation is becoming less of a priority for Asian families. Instead, they are turning to simple wealth preservation to protect the future, writes Rudy Tan, Managing Director at Singapore Trust Company, a subsidiary of Ocorian.
STEP Asia's annual conference will be held at the Marina Bay Sands in Singapore, between 7th-8th November, and Ocorian is attending.
Ocorian's Brian Carey is attending a key private client event on November 5th.
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...
Appointment reflects company’s ongoing success and ambitious international growth plans.
Ocorian (previously Bedell Trust) was founded in 1971 and has extensive experience of establishing and managing complex high value structures for international clients, working directly with our clients, professional advisers and intermediaries.
Ocorian, announced today that it has entered into a definitive agreement to purchase MAS International (“MAS”), an independent fund administration and corporate services provider.
Ocorian is delighted to announce the recent appointment of a new Director to their Client Reporting team.
Ocorian is pleased to announce the recent appointment of a new Director to their Marketing team.
Ocorian's Private Client team shortlisted for two 2017/18 STEP Private Client Awards: Trust Company of the Year (large firm) and Multi-Family Office Team of the Year
Congratulations to Amy Collins who has been listed amongst Citywealth's annual Future Leaders Top 100 list for 2017.
Ocorian is pleased to have been named amongst the top tier recipients of 2017 eprivateclient Top Trust companies.
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...
Ocorian (previously Bedell Trust) was founded in 1971 and has extensive experience of establishing and managing complex high value structures for international clients.
The Family Office team at Ocorian regularly assist their client families with household expense tracking. This factsheet summarises the main features of this service.
Ocorian is pleased to announce the recent appointment of Brian Carey as a specialist Client Director. Brian was appointed to specifically support Ocorian's strategic growth plans and service offering into the Middle East.
CRS is the result of the drive by G20 nations to develop a global standard for the automatic exchange of financial account information. This follows the approach taken to implement United States ("US") FATCA.
A private trust company, or PTC as it is commonly known, is a useful vehicle to consider in the planning and establishment of trust structures for high net worth and ultra high net worth families. Rather than transferring assets to a professional service pr...
We understand that a wealthy family in the 21st Century have many demands on their time and many responsibilities arising from the wealth they have generated.
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.
Ocorian (formerly Bedell Trust) has been named 'Trust Company of the Year' at the annual STEP 2016/2017 awards ceremony.
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...
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.
On the 6th February 2011 the Irish Finance Act 2011 enacted changes to Section 110 ("S110") of the Taxes Consolidation Act 1997 introducing aircraft and engines as qualifying assets (under the definition of "Plant and Machinery") and creating a new class of...
Bedell Trust has been shortlisted in the ‘Trust Company of the Year’ category in the prestigious STEP Private Client Awards 2016/17.
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.
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...
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.
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.
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.
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.
Aircraft are capital intensive assets and as a result, the acquisition of an aircraft and its commercial benefits should be effected through a tax efficient structure. This requires acquisition through a vehicle which is in a jurisdiction with a reliable le...
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.
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...
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.
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.
Bedell Trust has strengthened its private wealth management team and made nearly 20 promotions across the business including directors, senior managers and trust officers.
Bedell Trust has two practitioners featured in the list of the ‘Top 35 Under 35’ published this week by the leading private wealth publishing group, eprivateclient.com (Private Client Practitioner).
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.
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.
Bedell Trust has been shortlisted in a category in the prestigious STEP (Society of Trust & Estate Practitioners) Private Client Awards for 2015.
Bedell Trust has been further shortlisted in the ‘Independent Trust Company of the Year’ and ‘Family Office of the Year’ categories in the Citywealth Magic Circle Awards 2015.
Bedell and two of its partners have been shortlisted in the WealthBriefing European Awards 2015.
Bedell Trust has once again been included in the coveted list of "Most Admired UK Companies" in the private wealth sector.
Richard Joynt a director of Bedell Family Office, has been invited to participate on a panel discussion at the Russian Wealth Advisers Forum 2015, which takes place at the Dolder Grand Hotel in Zurich on 4 - 5 February 2015.
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.
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.
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.
Bedell Trust has been included in the coveted list of ‘Most Admired UK Companies’ for the fourth consecutive year.
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.
