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

RELATED NEWS / INSIGHTS

1201

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...

Read more
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.

Read more
More hope, but volatility still sees South Africa's wealthy looking to offshore trusts
2018 | 03 Apr 2018

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...

Read more
The Life-Cycle of a Family Office
2018 | 27 Mar 2018

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...

Read more
Where to Locate a Family Office: 5 Key Factors to Consider
2018 | 20 Mar 2018

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...

Read more
What is a Family Office?
2018 | 13 Mar 2018

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...

Read more
Family Investment Companies
2018 | 22 Feb 2018

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.

Read more
Ocorian to acquire ABAX
2018 | 06 Feb 2018

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

Read more
Ocorian wins 'Family Office of the Year' at the Citywealth IFC Awards 2018
2018 | 26 Jan 2018

Ocorian is delighted to announce that it has won 'Family Office of the Year' at the Citywealth IFC Awards

Read more
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

Read more
Change or be changed: The Trustee industry must adapt before it gets disrupted
2017 | 30 Nov 2017

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.

Read more
Two Ocorian Directors acknowledged in 2017 IFC Powerwomen Top 200 list
2017 | 30 Nov 2017

Prapa Pearce and Helen Hendy have been recognised in Citywealth's 2017 IFC Powerwomen Top 200

Read more
It’s more challenging to grow family wealth in Asia
2017 | 07 Nov 2017

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.

Read more
Ocorian's Private Client Team to attend STEP Asia
2017 | 31 Oct 2017

STEP Asia's annual conference will be held at the Marina Bay Sands in Singapore, between 7th-8th November, and Ocorian is attending.

Read more
Ocorian to attend STEP Arabia on 5th November
2017 | 27 Oct 2017

Ocorian's Brian Carey is attending a key private client event on November 5th.

Read more
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...

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

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

Read more
Ocorian Private Client
Publications | 04 Sep 2017

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.

Read more (PDF)
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.

Read more
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.

Read more
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.

Read more
Ocorian shortlisted for two STEP Private Client Awards 2017/18
2017 | 16 Jun 2017

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

Read more
Ocorian recognised amongst Citywealth's Future Leaders Top 100
2017 | 13 Jun 2017

Congratulations to Amy Collins who has been listed amongst Citywealth's annual Future Leaders Top 100 list for 2017.

Read more
Ocorian receives Top Trust Companies Accolade
2017 | 23 May 2017

Ocorian is pleased to have been named amongst the top tier recipients of 2017 eprivateclient Top Trust companies.

Read more
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...

Read more
Outsourced Family Office Services
Publications | 02 May 2017

Ocorian (previously Bedell Trust) was founded in 1971 and has extensive experience of establishing and managing complex high value structures for international clients.

Read more (PDF)
Household Expense Tracking
Publications | 02 May 2017

The Family Office team at Ocorian regularly assist their client families with household expense tracking. This factsheet summarises the main features of this service.

Read more (PDF)
Ocorian Appoints Specialist Client Director for the Middle East
2017 | 21 Apr 2017

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.

Read more
Common Reporting Standard ("CRS") and the Impact on Private Equity Investment Structures
Publications | 20 Feb 2017

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.

Read more
Private Trust Companies
Publications | 16 Feb 2017

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...

Read more (PDF)
Ocorian Family Office Services Brochure
Publications | 01 Dec 2016

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.

Read more (PDF)
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.

Read more
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.

Read more
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...

Read more
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.

Read more
S110 Aircraft Finance Structures
Publications | 01 Aug 2016

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...

Read more
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.

Read more
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.

Read more
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...

Read more
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.

Read more
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.

Read more
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.

Read more
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.

Read more
Aircraft finance structures and aircraft registration in mauritius
Publications | 15 Jan 2016

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...

Read more
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.

Read more
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...

Read more
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.

Read more
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.

Read more
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.

Read more
Bedell Trust has three named in industry rising stars list
2015 | 15 Sep 2015

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).

Read more
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.

Read more
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.

Read more
Bedell Trust named finalist in two STEP Private Client Awards
2015 | 28 Jun 2015

Bedell Trust has been shortlisted in a category in the prestigious STEP (Society of Trust & Estate Practitioners) Private Client Awards for 2015.

Read more
Bedell Trust shortlisted for further awards
2015 | 12 Mar 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.

Read more
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.

Read more
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.

Read more
Bedell Family Office Director invited to join panel at Russian Wealth Advisers Forum 2015
2015 | 27 Jan 2015

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.

Read more
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.

Read more
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.

Read more
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.

Read more
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.

Read more
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.

Read more