Ocorian

Ocorian has again been recognised as a Tier 1 Top Trust Company in the 2024 eprivateclient report – a prestigious global ranking of the leading fiduciary services providers to wealthy individuals and their families. Split into three tiers, we are listed amongst the top eight firms in the Tier 1 category of non-independent trust companies. Congratulations to our deserving trust services team, who diligently and expertly support our clients in protecting and managing their wealth. #TopTrustCompanies #TrustServices #PrivateClient #WealthManagement

Lynne Westbrook, Manli Zarandian, Amy Meza, Jack Welding and Ciaran Wolohan had a fantastic time LPGP Connect’s 11th Annual Private Debt and 7th Annual Women in Private Debt conferences in New York last week, where we were proud co-sponsors. It was a day packed with insights, connection, and conversation around the evolving private credit landscape. Amy Meza and Lynne Westbrook stepped into the spotlight as moderators, helping to lead thought-provoking discussions on the future of private debt. “The depth of insight from our panellists helped shape and inform the sessions that followed – great momentum from the start!” shared Lynne Westbrook. Thank you to LPGP Connect for hosting such a valuable platform for discussion, connection, and progress in the private credit market. #PrivateDebt #WomenInFinance #FundServices

Don't miss this insightful guide on corporate governance from Corporate Finance News, featuring Ocorian! Dive into a real-world case study and a Q&A session with our expert, Chris Mayfield, to understand how Ocorian is empowering clients to meet their corporate governance and regulatory requirements. Access the full guide here: https://lnkd.in/eTnzn_Fg #CorporateGovernance

With the April 2026 AIFMD 2.0 deadline fast approaching, alternative fund managers across the EU face major changes ⚠️ New rules on loan origination, delegation, and disclosure mean firms need to reassess structures, reporting, and governance sooner rather than later. Thomas Fahl, Gerry Warwick and Abi Reilly break down what firms should be doing now: https://lnkd.in/eA2brB6w #AIFMD2 #FundManagement #AlternativeFunds

We are pleased to be a Silver sponsor of the Bermuda Captive Conference, taking place in Hamilton 🇧🇲 With expert-led sessions, thought-provoking discussions, and valuable networking opportunities, the event brings together industry professionals to discuss the latest trends in global captive solutions. Crystal Worrell, FCCA, ARe, Kim McCullough, Sherman Taylor, Julia G., and Kerri-Ann Blades will be presenting Ocorian at the event. Sherman Taylor will also be speaking at the conference, sharing insights on how evolving regulations impact captives and the broader regulatory landscape in Bermuda – don’t miss his session! Feel free to schedule a meeting with our team either at the event or at your convenience. Check out the full agenda here: https://lnkd.in/eyrdxgzv #BermudaCaptiveConference #CaptiveInsurance

With cyber, physical and human threats constantly evolving, family offices are exposed in more ways than they realise 👀 In our first podcast episode of #ConversationsInPrivateWealth, Michael Harman sits down with Toro Solutions’ Peter Connolly to discuss the cyber, physical and human threats targeting family offices in today’s risk landscape, and how these can be mitigated: https://lnkd.in/eyPPkBtC #FamilyOffices #CyberThreats #PrivateWealth

Asia’s private capital market is evolving at a rapid rate, driven by economic, demographic, and technological shifts 🌏 In this article, we explore 10 key trends identified in our Global Asset Monitor – Asia Edition that are shaping the future of investment across the region, from high savings rates and vibrant entrepreneurial ecosystems to regulatory changes and the rise of private debt: https://lnkd.in/e3shzXxR #PrivateCapital #GlobalAssetMonitor #Asia

Last week, colleagues from our Jersey office spent the day volunteering at Chestnut Farm Sanctuary, rolling up their sleeves to restore and improve spaces for their rescued farm animals 🐓🌱 The team repaired storm-damaged fences, painted barns, and upgraded the chicken and turkey enclosure to enhance both safety and comfort for its feathered residents – all while seizing the opportunity to feed Jaws, a 100-year-old rescue tortoise. “Amazing what you can achieve in a day with enough people and a bit of elbow grease,” remarked Mike Raine after a rewarding visit. Thank you to the team at Chestnut Farm for welcoming us – we loved supporting such a meaningful cause. #CommunityImpact #OneOcorian #ESG #Volunteering

For fund managers, clear and accurate reporting isn’t just a nice-to-have – it’s essential. It boosts investor confidence, keeps you compliant, and gives you the edge in a crowded market. In this guide, we share six practical steps to help you level up your fund reporting, and explore how Ocorian’s fund accounting services can help get you there faster: https://lnkd.in/ezF6nQXh #FundReporting #FundManagement #FinancialReporting

A successful week for our US team at the Gaim Ops Conference in Grand Cayman, where we were proud key sponsors! Portia Amato, Kendra Foster, Jason Gerlis, and Cory Taibleson, our experts in Fund, Corporate, and Regulatory matters, contributed to vital conversations on evolving compliance, new operating models, risk management, automation, and AI. Congratulations to Portia for leading a packed panel on developing effective compliance programs for small and mid-sized firms. Gaim Ops provides an invaluable forum for leaders across the investment management ecosystem – a space we're proud to actively support. Well done, team! #GaimOps #InvestmentManagement