We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices
Unlocking new value for our clients
We are a trusted partner to over 8,000 clients globally, from asset managers and financial institutions to corporations, high net-worth individuals, and family offices.
Empowering success
We solve complex challenges across the investment lifecycle, delivering specialist, tech-enabled solutions grounded in deep industry expertise.
Tailored solutions, global reach
No matter your location, structure, or needs, we provide a personalised solution that is fully compliant and strategically designed to maximise your potential. Our global network of 20+ offices positions us exactly where you need us, ensuring a seamless client experience across borders and service lines.
Your trusted partner
We believe in building strong, collaborative relationships. We take the time to understand your ambitions and deliver a high-end, customised and scalable solution that evolves alongside your company or investment lifecycle.
Ocorian has extensive experience setting up and maintaining all kinds of wealth management structures. As part of our comprehensive service, we work with private clients and their advisors to ensure all tax* and compliance matters, including regulatory reporting, are dealt with accurately and on time. We will work with your advisors......
Private companies are subtly different from other vehicles in terms of tax implications, flexibility, and control. Our private client services team have the skills and experience to add value during the full life cycle of the structure, tailoring the family company to fulfil your wealth planning ambitions while meeting all regulatory......
Families and individuals naturally want to preserve and protect their wealth and ensure the smooth transition from the founding generation to the next. However, doing so effectively and efficiently isn’t always easy. Foundations are an attractive platform that allows its founders to bestow assets, separating founders from the ownership of assets for wealth......
For a number of sophisticated interests we create a bespoke collective investment scheme or private fund which offers scale and rigor to the investment process. We will create a contractual framework around your investment vehicle that ensures transparency, compliance, and governance. This is even more important if several private investors pool......
Naturally you want to protect the wealth you’ve created, but the process of doing so can be complex and time consuming. By transferring your assets to a trust for the benefit of chosen beneficiaries, you can put in place a trust structure that can be used to make sure your family......