Ocorian

Mauritius' Variable Capital Company (VCC) is the ideal solution for investment funds and family offices looking for a flexible investment structure that streamlines processes and cuts compliance costs 🇲🇺 Novan Maharahaje, FCA and Leevyn Isabel unpack what a VCC is, its key benefits, how it compares to a PCC and the opportunities VCCs cater to: https://lnkd.in/emH8P3Za #MauritiusVCC #FlexibleInvestments #InvestmentStructure #FundManagement

In her Mansion House address, Chancellor Rachel Reeves announced plans to shift the focus from “regulating for risk” to “regulating for growth.” The speech outlined key initiatives aimed at reducing the regulatory burden on authorised firms while encouraging innovation and investment. Our experts share their thoughts: https://lnkd.in/euRjn_Mf #UKRegulation #FinancialServices #GrowthDrivenRegulation Robert Irvine Portia Amato

The Alternative Investment Market (AIM) has rapidly become the world’s leading public market, enabling over 4,000 companies to realise their growth ambitions. We recognise that such unique companies need a tailored governance and compliance support approach. Here’s how our AIM Plc services can help you achieve that. #AIM #Governance #Compliance

Just one week to go! Will we see you at the CLO Summit next week? Hosted by Opal Group, this premier event promises unrivalled networking and insights into the ever-evolving CLO market. Don’t miss the chance to meet our capital markets team at the event to learn how our tech-enabled solutions, supported by global scale and trusted expertise, can drive your success. Don't miss Kareem Robinson, Ocorian’s Head of Capital Markets – Cayman Islands, delivering a session on the Macroeconomic & Geopolitical Outlook for 2025! Get the details here: https://lnkd.in/eBPQJAEC

Philanthropy is on the rise, but family offices expect to see returns 📈 Our latest research shows that 70% of family office professionals predict philanthropy spending will grow by 15% or more in the next two years, with 67% looking for returns on at least a portion of their donations. Lynda O Mahoney and Tracey Neuman tell us more: https://lnkd.in/ebZz-M3Q #FamilyOffices #Philanthropy #ROIExpectations

This Thanksgiving, we extend our best wishes to everyone celebrating, with warm regards from all of us at Ocorian! 🍁🍂

PRESS COVERAGE: In October 2023, Taylor Swift achieved a groundbreaking milestone: becoming the first musician to join the billionaire club solely through her music and performances 💸 Her journey to billionaire status is more than a ‘Love Story’ of sold-out stadiums and record-breaking albums; it’s a masterclass in wealth strategy. Beyond her artistry, Taylor has skilfully diversified her portfolio, building an empire that includes real estate, brand power, and creative ventures like directing and producing. Professional Wealth Management’s recent article features Novia Lu, CTP TEP and Shawn Wang TEP’s insights into the strategy behind the icon’s success: https://lnkd.in/exneGQz9

In case you missed it, we recently hosted our Ocorian Real Estate Breakfast Club at the House of Lords ☕ From global market shifts and ESG evolution to climate risks and GP consolidation, the illustration below captures the session’s key discussion points. Check out our insights on the rapidly changing real estate landscape below. #RealEstate #FundServices #OcorianBreakfastClub

Our research found that 82% of family office professionals, including those working for multi-family offices, believe their organisations’ appetite for investment risk will increase, with one in eight (12%) expecting a dramatic increase. Annerien Hurter, Ocorian’s Global Head of Private Client, comments: “The long-term trend of family offices increasing their exposure to alternative asset classes is certainly a factor in the growing appetite for risk.” Mark Spiers, Partner at Bovill Newgate, adds: “Regulation is playing an increasingly critical role in shaping the investment strategies of family offices.” Read the forecasts from family offices questioned on how they expect exposure to different asset classes to change over the next 12 months: https://lnkd.in/em2enuXc #FamilyOffices #InvestmentRisk #Regulation

In Africa, "investment with a purpose" is a significant trend. Families are focused on making economically viable investments that yield tangible returns while improving their living standards and those of their communities. However, while 84% of people surveyed believe that Environmental, Social, and Governance (ESG) factors are part of fiduciary duty – especially on a continent that is feeling the effects of climate change – many families have not yet been able to address all three aspects simultaneously. Explore how families are balancing the various aspects of ESG on the continent. Download our Africa Regional Family Office report here: https://lnkd.in/eBxCFfaf #AfricanFamilyOffices #Fiduciary #ESG